Sugar BI supports 10+ filter components, which allow users to interactively filter data on charts on the page when browsing reports or large screens. All filter components have the same data filter settings for the chart, as follows:
For example, there are two charts on the page (these two charts use the same data model), and a new filter condition of the "date range" type is added on the page. filter.
1. We need to click to select the "Date Range" filter condition, and then add the data model to be filtered in the "Data" of the control panel on the right:
2. In the pop-up dialog box, select the model, the field to be filtered, and the association method:
3. After the setting is completed, all charts using the data model on the page will be automatically associated in the right control panel, and then click the "Query" button on the page, and the "date range" will filter the two charts Effect:
4. If the newly added chart (and the drill-down chart) also use the same data model, the "date range" filter condition will be automatically associated with the newly added chart, that is to say, you only need to configure it once, and then Other charts will be automatically associated, reducing your configuration operations.
Unable to select filter field
If after selecting the data model, the data field options are all grayed out and cannot be selected, it may be that the fields do not meet the filter criteria, you need to right click on a field in the data model settings - data type conversion.
For example: the date range needs to have the [Date] or [Date Time] type in the selected data model, if not, you need to right click on a field in the data model settings - data type conversion - date.
Note: After data type conversion, it is recommended to check the data to see if it is converted correctly. If the conversion to date type fails, the data in this field may be all empty, resulting in abnormal data in report analysis.
disassociate
For example, if you want the date range to only filter the data of the line chart, but not the data of the core indicators, you only need to uncheck the core indicators in the control panel of the date range, and then click "Query" again to see Effect:
Associate multiple data models
If there are other charts on the page that use another data model, you only need to follow the same steps as above to associate the "date range" with that data model and the corresponding chart, as follows:
SQL and API methods
If the chart uses SQL to bind data, please refer to " Associated Filter Conditions in SQL Statements " for using filter conditions in the SQL model.
If the chart is bound to data in API mode, see " API Backend Obtaining Filter Condition Parameters " for details.
Sugar BI supports a free trial , and everyone is welcome to come and experience it!