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How to filter chart categories

mosta2
7 - Data Storage
7 - Data Storage

I am new to Sisense, trying to build a simple chart where categories from datamodel need to be filtered before usage in x-axis I understand it can be filtered by values but I want to filter the table based on another column in same table example : Departments where Active =1 

mosta2_0-1720199312903.png

 

 
 
1 ACCEPTED SOLUTION

DRay
Community Team Leader
Community Team Leader

Also, I want to confirm that the Data Model has the "Departments" table with the "Active" column included. If so, try these steps. 

Create a Filter at the Data Model Level:

  • Open your data model.
  • Go to the table where you want to apply the filter (e.g., "Departures").
  • Click on the column (e.g., "Active").
  • Apply a filter where Active = 1. This will ensure that only active departments are loaded into your dashboard.

Build the Chart:

  • Go to your dashboard and add a new widget (chart).
  • Select the type of chart you’d like to create.
  • In the data tab, drag and drop the required fields onto the respective axes. For the X-axis, you can use the department's name or ID.

Apply Additional Filters (if needed):

  • Once in the widget, you might want to apply additional filters or edit the existing ones.
  • To apply a filter to a widget, click on the widget to select it, then go to the widget's settings.
  • Here you can add a filter and define it such that Active = 1.

Managing Filters:

  • If you want this filter to apply across multiple widgets on a dashboard, consider using a dashboard-level filter. This can be done by dragging the necessary column (Active) into the dashboard's filter pane and setting it to 1.

Preview and Save:

  • Once you have set up the chart and the filters as required, preview it to make sure it looks right.
  • Save your dashboard.

Optimization and Performance: 

  • Double-check if filtering at the data model level (filtering the data before it is loaded into the dashboard) improves performance compared to applying filters at the widget or dashboard level.
David Raynor (DRay)

View solution in original post

2 REPLIES 2

DRay
Community Team Leader
Community Team Leader

Hello @mosta2

Thank you for reaching out. 

Are you able to get what you need by using the Filter by Values option? 

DRay_1-1720449921207.png

 

David Raynor (DRay)

DRay
Community Team Leader
Community Team Leader

Also, I want to confirm that the Data Model has the "Departments" table with the "Active" column included. If so, try these steps. 

Create a Filter at the Data Model Level:

  • Open your data model.
  • Go to the table where you want to apply the filter (e.g., "Departures").
  • Click on the column (e.g., "Active").
  • Apply a filter where Active = 1. This will ensure that only active departments are loaded into your dashboard.

Build the Chart:

  • Go to your dashboard and add a new widget (chart).
  • Select the type of chart you’d like to create.
  • In the data tab, drag and drop the required fields onto the respective axes. For the X-axis, you can use the department's name or ID.

Apply Additional Filters (if needed):

  • Once in the widget, you might want to apply additional filters or edit the existing ones.
  • To apply a filter to a widget, click on the widget to select it, then go to the widget's settings.
  • Here you can add a filter and define it such that Active = 1.

Managing Filters:

  • If you want this filter to apply across multiple widgets on a dashboard, consider using a dashboard-level filter. This can be done by dragging the necessary column (Active) into the dashboard's filter pane and setting it to 1.

Preview and Save:

  • Once you have set up the chart and the filters as required, preview it to make sure it looks right.
  • Save your dashboard.

Optimization and Performance: 

  • Double-check if filtering at the data model level (filtering the data before it is loaded into the dashboard) improves performance compared to applying filters at the widget or dashboard level.
David Raynor (DRay)