How to filter chart categories

[mosta2]

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 

[DRay]

Hello @mosta2. 

Thank you for reaching out. 

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

[DRay · Accepted solution]

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.