Dynamic filters are filters that run queries that generate the chart data in real time when the RUN button is pressed. The filters all work in conjunction with each other and you can use multiple filters to filter your data. There are four different types of dynamic filters that you can use. Each dynamic filter will querying the data directly so you can be sure it is always up to date. There can be a lot more freedom with dynamic filters instead of cached static filters due to their ability to query data on the fly.
By selecting different combinations with the dynamic filters and clicking the RUN button you can query your data however you like. And by using the CLEAR ALL button you can at any time revert the filters back to their default state
Step 1: To add a dynamic filter to a View, the first step is to click on the "FILTERS" button in the upper right hand corner.
Step 2: You will notice categories for Slide Deck Filters or Slide Filters, for more information on these difference, check out the article on how to apply a filter to a chart, slide, or a slide-deck. For now, click "ADD FILTER".
Step 3: Filter Title - this title will be shown to users as they are interacting with the filter. In this example we are using "Assignment Group"
Step 4: Select filter type - Dynamic
Step 5: Select filter type - There are 4 different types of Dynamic filters:
The dropdown dynamic filter automatically generates a dropdown that populates choices based on a specified field on a table. The choices are populated by the available values for the field present on the specified table.
Custom dropdown dynamic filters are similar to the regular Dropdown filter expect the creator of the filter as the option to customize which fields are shown to the end user.
The text dynamic filter type allows users to use a free text field to filter by the contained text related to fields from the table.
The date range dynamic filter type allows you to specify a specific date range for a date/time field to be filtered on. You may either manually type in the date range, or by clicking on the date range filter you can bring up the expanded selection options that will allow you to easily create a filter to apply to the date range filter.
When the expanded selection options are opened, you may navigate the calendar using the left and right arrows to select a month and then click on a date to set that as the starting point. Then by navigating to the date you wish to end the query on you can then set the end date. By clicking apply the date range will be correctly inputted to the date range filter. If you wish to change your choice, hitting clear all will reset you to the default allowing you to pick a new one.
In this first example, we are using the dropdown dynamic filter
In this second example, we are using the date range filter:
Step 6: SAVE the filter you have created and close out of the filter menu.
Step 7: In the upper right hand corner, SAVE and PUBLISH your View.
Step 8: In the upper right hand corner, click the VIEWER button.
Step 9: Click the FILTERS button to interact with your filter.
Step 10: Once a filter is applied to a chart, a filter icon will appear next to the chart. In the below example there is a filter being applied to each of the below charts.