Interactive Filtering is filtering items/relationships that meet the Base Filter requirements, making them eligible to be on the view. The Interactive Filter is the only filter to change how the view looks.
There are 3 different methods of defining the Interactive Filters:
- Using interactive labels at the bottom of the view.
- Clicking on parts of the view to filter items in and out of the view.
- In the Filter Dialog.
Note: Defining the Filter in the Filter Dialog is designed to review filters that are currently active. This is because interactive filters are visually driven filters and are normally set in the context of the view.
Creating Interactive Filter Labels
Creating Interactive Filter labels can be achieved in the View Setup Dialog in the Filter tab as shown below:
Once selected to configure labels, a new dialog box will appear as shown here:
The area in the left-hand side box is for items and the right-hand side box for relationships. The drop-down boxes available in both sections are to add attributes/calculated values as filter labels
Note: There is no limit on the number of attributes that can be chosen for the interactive filters.
Once the attributes/properties are selected to appear in the interactive filter labels, they will appear below the view as shown here:
The item filter labels will always be placed above relationship filter labels in terms of order in the Interactive filter label section and they are separated by a break line. In the below image, the Strength attribute is specific for relationships, and the other attributes above are item specific attributes.
Operating the Interactive Filter Labels
With the labels, there are several operations to be aware of in order to make the most of them.
There are 2 main operations with the Interactive Filter labels which are highlighted above.
- By selecting the main part of the label (in this case, “Trends and Drivers”), it will turn off all other labels in that attribute and focus only on that label.
- By using the check boxes, Filters can be individually activated/deactivated
With the interactive filters, there are 2 different actions to return items to the view which can be performed on the right-hand side of the interactive labels as shown below:
- Reset (default) will return the filters back to the settings which were saved at the last saved point.
- Clear will clear all interactive filters in place.
The final operations that are available in the Interactive Filter label section is the ability to easily provide a different visual in the view with the properties chosen to be in the labels. By selecting the property name, options will display to change the appearance for both relationships and items as shown below:
Configuring Interactive Filter Labels
With interactive filter labels are created, there are further options which provide additional flexibility on which labels will be present on the view. Choosing which labels are available to interact with on a view can be performed in the Configure Labels Dialog in the View Setup as shown below:
By using the “Edit” section that is aligned to the property that the labels need to be configured for, will produce a dialog box where labels can be removed from the interactive labels section as shown below:
In the above example, the “Trends and Drivers” and “Products” label will be available for use in the Interactive Filters section and the “Technologies” category will be hidden.
Using the View to set Interactive Filters
Another way of setting the Interactive Filter is by interacting with the axis in a view. Views that can be interacted with include: Layer View, Timeline View, Grid View and Column View when setting interactive filters in this way.
When hovering over the axis labels, arrows will appear indicating that when selected, they will expand, focusing in on that section of the axis. For example, clicking on the left-hand top axis label will make the view appear like:
By performing the filtering via the view, it is setting the filter to display items that fit within that label value of the attribute.
The interactive filter can focus on an individual row/column, which provides a limitation when trying to make a more advanced filter query. For example:
If the desired approach is to be able to display items that are in the green section (bottom left) and the red section (top right), this is not possible with the interactive filter, but can be achieved in the Base Filter.
The diagram below is a visual aid to provide understanding when to use the Interactive Filter or a different filter:
If the only items that wanted to be displayed were items 1 and 4 (or 2 and 3), the interactive filter could not achieve that as it would eliminate or keep one of the other items. By selecting attribute column X and category A, you will only display 1 and not 4.
In this scenario, the filter to achieve the outcome would be the Base Filter.
Defining the Filter in the Filter Dialog
With the filter dialog, there is an area to define each filter. With the Interactive Filter, defining the filter is a great place to check which filters are currently active. This dialog can be accessed by clicking “Define Filter” as shown below:
This will generate the below dialog:
From this section, it will be visible which interactive filters are currently active for both items and relationships.
Clearing Interactive Filters
From the Interactive Filter dialog, there are 2 actions that can be performed in the bottom left which will clear the interactive filters as highlighted below:
- Clear Everything – Will clear all interactive filters that are currently active for items and relationships
- Clear Selected Filter – This will clear just the highlighted filter, providing more specificity.
For more advanced filtering options, please refer to the Base Filtering and Enterprise Filtering Knowledge Base Articles.