Filter Chart By Underlying Members Of An Aggregate

[intapiuser]

Download: Members Filter

Introduction

This article explains how to create a chart that allows filters to be created from the members that make up a group.

Purpose/Benefits

Sisense's New Widget Wizard allows users to quickly group data into categories for better representation in charts/tables.  It also allows for users to click on pieces of these charts to set filters based on the category.  This plugin changes that behavior to allow for selecting the underlying data members as a filter, instead of a category.  This is particularly useful for doing clickstream analysis or looking into survey data.

Steps

The following steps will walk through the process of adding the plugin and creating a chart that leverages the new functionality.

STEP 1 - ADD THE PLUGIN

Download the attachment and unzip the contents into your C:\Program Files\Sisense\PrismWeb\plugins\ folder. If you are using version 7.2 and higher unzip the contents into your C:\Program Files\Sisense\app\plugins\ folder. If the plugins folder doesn't exist, just create it. After those files have been unzipped there, you may also have to restart the web server. 

STEP 2 - CREATE THE CHART

On your dashboard, click the Create Widget button and select Advanced Configuration. Next, select Column Chart from the chart types menu. Under the categories panel, on the left side of the screen, add a category to group the data and add the base level members.  For example if we are grouping products by the countries they were sold in, we would add Country and then ProductName.  Now, we need to specify the values to aggregate by.  In our example we might want to look at number of products sold and total sales amount.  Once the widget is ready, click the green APPLY button to save the widget.

STEP 3 - INITIALIZE THE PLUGIN

Now that the chart is saved to the dashboard, we can edit the script for it.  Return to the Widget Editor, and click on the Edit Script menu button.  

Copy and paste the code below, then click the SAVE button.

// Run the function
prism.membersFilter(widget,{});

Now that we've enabled the plugin for this widget, go back to your dashboard and reload the web page.  Now if you click on a column in our example chart, a filter will be added for the specific products that were sold in the selected country.

Notes

• Supported Widget Types: Column Chart (Classic/Stacked), Bar Chart (Classic/Stacked), Line Chart (Straight/Smooth), Area Chart (Classic/Stacked)
• If you switch chart types after applying the plugin, just reload the web page again for the plugin to take effect.