Advanced Dashboard Filtering with Rich Filter Controller – Download FREE

How to create effective data visualizations and discover insights to help you achieve business goals with an Interactive Rich Filter Controller

Data visualization is a powerful way to help people understand complex data. With the right tools and techniques, you can create engaging and informative visualizations that reveal insights and patterns in your data. One way to improve your data visualization is by using a rich filter controller. In this article, we'll explain what a rich filter controller is and how it can improve your data visualization.

Advanced Dashboard Filtering Overview:

Advanced filtering options in a dashboard are powerful tools for users to interact with and better understand their data in a dashboard. Multi-select filtering, search filtering, dynamic filtering, conditional filtering, and sorting are just a few of the advanced filtering options available in a dashboard. By using these advanced filtering options, users can more easily filter and explore their data, uncover insights, and make more informed decisions.

Assumption: Dashboard Builder 6.1 or higher version is already installed

1. Multi-Select Filtering

Multi-select filtering is a useful advanced filtering option that allows users to select multiple values for a single filter. For example, in a sales dashboard, users might want to filter sales data by multiple product categories or regions. With multi-select filtering, users can select multiple values from a dropdown list, allowing them to see data for all selected values at once.

2. Search Filtering

Search filtering is a powerful way to filter data quickly and efficiently. With search filtering, users can search for specific values within a larger dataset. For example, in a customer database, users might want to search for customers who live in a specific city or state. Search filtering allows users to enter a search term and quickly find the relevant data.

3. Dynamic Filtering

Dynamic filtering is a powerful way to filter data based on user interactions with a dashboard. With dynamic filtering, users can interact with a visualization, and the data displayed will automatically adjust to reflect the user's selections. For example, in a map visualization, users might want to filter data by clicking on a specific region or state. With dynamic filtering, the data displayed will automatically update to show only the data relevant to the selected region.

4. Conditional Filtering

Conditional filtering is an advanced filtering option that allows users to filter data based on specific conditions. For example, in a sales dashboard, users might want to filter data to show only sales data for a specific date range and a specific product category. With conditional filtering, users can specify the conditions for filtering the data, and the data displayed will automatically adjust to reflect those conditions.

5. Sorting

Sorting is a powerful advanced filtering option that allows users to sort data in ascending or descending order based on a specific attribute. For example, in a customer database, users might want to sort data by customer age, last name, or location. Sorting allows users to quickly identify patterns and trends in their data and to see the most relevant data first.

What is a rich filter controller?
A rich filter controller is a tool that allows users to interact with a data visualization by selecting specific criteria to filter the data. For example, a rich filter controller might allow users to select a date range or filter data by specific categories such as product types or geographic regions. Rich filter controllers are called "rich" because they offer a wide range of filtering options beyond basic filtering features, such as filtering by date, numbers or category. Rich filter controllers often offer advanced filtering options such as multi-select, search, or sorting.

How can a rich filter controller improve your data visualization?

Increased interactivity A rich filter controller allows users to interact with your data visualization in a more meaningful way. Instead of passively viewing a static visualization, users can explore the data and filter it in ways that are relevant to their needs. This increased interactivity can lead to a more engaging and informative experience.
Better insights By using a rich filter controller, users can explore your data visualization in more detail and uncover insights that might not be immediately apparent. For example, users might filter the data to show only a specific product type or date range, revealing patterns or trends that might be missed in a broader view of the data.
Improved usability A rich filter controller can improve the usability of your data visualization by making it more intuitive and easier to use. By providing a range of filtering options, users can quickly and easily find the data they need, without having to navigate through complex menus or interfaces.
Enhanced aesthetics Rich filter controllers can also enhance the aesthetics of your data visualization. By offering advanced filtering options, you can create a more visually appealing and interactive experience for users. For example, you might use icons or images to represent different filter options, or use animations to show how the data changes when a filter is applied.

Creating Dynamic Dashboards and Data Analysis with Interactive Rich Filter Controller

Creating dynamic dashboards with an interactive filter controller can greatly enhance the user experience and help users gain insights from their data. In this article, we will walk you through the process of creating dynamic dashboards with an interactive filter controller using various tools.

Step 1: Choose your data source The first step in creating a dynamic dashboard is choosing your data source. You can use a wide range of data sources, including Excel spreadsheets, CSV files, Google Sheets, JSON or even a database. The choice of your data source depends on the size and complexity of your data.
Step 2: Connect your data source to your visualization tool Once you have chosen your data source and visualization tool, the next step is to connect your data source to your visualization tool. Depending on your choice of tools, this process may differ slightly, but typically, you will need to follow the prompts to connect your data source to your visualization tool.
Step 3: Design your dashboard Now that you have connected your data source to your visualization tool, it's time to design your dashboard. In this step, you can choose the visualizations you want to use and customize them to suit your needs. Some popular types of visualizations include charts, graphs, tables, and maps.
Step 4: Add an interactive filter controller The next step is to add an interactive filter controller to your dashboard. An interactive filter controller allows users to filter the data displayed on the dashboard based on specific criteria, such as date ranges or product categories. Depending on your choice of visualization tool, this process may differ, but typically, you will need to follow the prompts to add an interactive filter controller to your dashboard.
Step 5: Customize your interactive filter controller Now that you have added an interactive filter controller, you can customize it to suit your needs. Depending on your choice of visualization tool, this may involve selecting the type of filter you want to use and specifying the criteria for filtering the data.
Step 6: Test and refine your dashboard Once you have designed your dashboard and added an interactive filter controller, it's time to test it and refine it based on user feedback. You may need to make tweaks to your visualizations or your interactive filter controller to ensure that your dashboard provides the insights your users need.

How to create effective data visualizations with an Interactive Rich Filter Controller

Click the filter button to show the filter option

Follow the steps below to apply the filter and sort data option to a chart or dashboard.

Assumption: You have already created a chart and wanted to add a filter.

Click the gear icon button.
In the next screen extends the Properties.
Click the Show Filter button. 3
Click the save changes button.

How to use the sort data option in a chart

Note: You can sort either X or Y axis data at a time

Click the sort icon 1
Click the Apply button

How to use exchange X and Y data

Click the exchange icon 2
Click the Apply button

How to restore your original chart

Click the filter button
Click the Reset button

How to add filter to a dashboard

Follow the steps below to apply a filter to the dashboard.

Assumption: You have already created a chart and added a filter.

Click the Filter button. 1
A Rich Filter Controlle 2 automatically appears.