Slicers are visual filters on your dashboard. They provide you an alternate way of filtering the data.
When to use Slicers for data filtering?
- Slicers can be used by Read-only collaborators and users of Published explorations (Generic filters panel is not available in these scenarios)
- Slicers filter data for the currently logged in user only, without impacting other users using the same exploration (collaborators, and published users.), Unlike exclude/include and dataset level filter.
- Slicers retain the filtering state even after pressing the ESC key, unlike filtering through highlighting.
The Slicer is created on ‘Assignees’ in the sample dashboard shown below. All the visualizations will filter as per the selected assignees.
Type of Slicers
- Text Slicer- It lists all the unique values of the column.
- Numeric Range Slicer- It shows the range of values in the number column as Min and Max values.
- Date Range Slicer- It shows the range of values in the date column as Min and Max dates.
To create a Slicer:
1. Right-click on the column > Select View> New > Slicer.
Refer here to learn more about creating a visualization.
Note: You can create the specific type of Slicer depending on the type of column (Text, Numeric and Date). |
The following image shows the resulting text Slicer. The Slicer is populated with a list of checkboxes for all unique “Assignee” in the data.
2. You can add multiple Slicers to your dashboard by repeating the above step.
The following image shows the filtered data in the visualizations using various Slicers (text, number and date).
Configure Slicer
- Select Slicer and open the Visualizations Panel.
The following configuration options are available for Slicer:
- Data Configuration : It lets you choose columns for the following settings:
- Visual Configuration : It lets you configure the visual appearances and interactions for Slicer.
Data Configuration
- Click on the icon for data configuration options.
Columns
Specify the column that you want to create Slicer on.
To change the column:
- Click on to remove the existing column.
- From the Data Panel, drag the desired column and drop it onto the Visualizations Panel’s “Columns” section. Slicer's look and feel depends upon the data type (String, Number, Date) of the column.
Note: For numeric and date Slicers, only one column can be added to the ‘Columns’ section. - For text slicer, you can add one more column in this section. This column must be a summarized column.
a. Select the aggregate function for the summarized column.
For example, you can add "Average Issue Age" with the Assignee column in the Slicer. This will provide you additional information to decide a filter criterion.
Sorting
Sorting allows you to change the order of data making it easier to find what you're looking for.
Note: By default, values in Slicer are sorted by the non-summarized column. |
To change the sorting order:
- Click on or icon to select the sort order (descending or ascending.)
The following image shows the data sorted on average issue age in descending order.
Visual Configuration
- Click on the icon for visual configuration settings.
Input Configuration
- Click on the drop-down in ‘Input Type’ and choose one of the options given according to the type of column in the data configuration.
a. Text Slicer: It can be shown as the checkbox or radio-button filter.
- Multi Select List
- Single Select list
- Multi Select Drop-down
Click on the icon to select from the list. - Single Select Drop-down
- Numerical Range Slicer:
- Input fields and Slider
- Input field
- Slider
- Date Range Slicer:
- Input fields and Slider
- Input fields
- Slider
Column Configuration
- Select a numeric column from the drop-down, and choose the number of decimal places you want to display for the value.
Container Settings
- To show/hide the header and border, click the toggle switch.
- Turn on the toggle switch to show the border for the container. Change the border color, style and width as shown below:
The following image shows the effect of various container settings.
Visual Interactions
Slicers filter the visualizations that are created with the same dataset.
- Click on the drop-down in ‘Coordination Scope’. Choose one of the following:
- Page: On the selection of this scope, the other visualizations on the current page will be filtered.
- Exploration: On the selection of this scope, all the visualizations in the Exploration will be filtered.
To learn more, refer to section ‘Configure Coordinated Visualization’.
Note: By default, Slicers have ‘Page’ coordination scope. |