Filtering bar section type - details

This section type adds a manual filter control to your report.

Overview

The filtering bar filters the rest of the report on some dimension.

The filtering bar section is displayed as a collapsible list of all entries in the selected dimension.

  • Click an entry once to select that row.
  • Click that entry again to deselect that row.

All other sections on the report reflect the selections in the filtering bar.

Example 1

Reports ► Explore ► Software services already shows a table of software services.

Let's add a filtering bar section to the left of this table, with software service as the selected dimension.

Before:

After:

Where the new filtering bar section has the Software service dimension selected to show as Row.

Now if you display the report, it initially shows the entire table as before, but if you select some of the services in the filtering bar, only the selected services are displayed in the table.

Example 2

In this example, we will create three report sections:

  • A chart
  • A table
  • A filtering bar that controls (filters) the chart and table

You can probably add a filtering bar to one of your existing custom reports to get instant results.

  1. Create a chart section showing some dimension and metrics.
    In practice, you could instead create almost any type of section here, but for this example we will create a chart that can be filtered on software services.

    1. Add a section to your report.
    2. Set Section type to Chart.
    3. On the Chart settings tab, set the chart Type such as Stacked bars.
    4. On the Data tab, edit the Subject data view.
    5. Select Software service in the Dimensions list.
    6. Select the metrics to display.
  2. Add another section with the same dimension and metric selections, but this time set Section type to Table.
    In the example, we called this section My table.
    Now we have two sections showing us something about software services.

  3. Create a third section, this time a Filtering bar section that will control the display of the other sections on the report.
    In this example, because we are dealing with software services, we will create a filter on software services.

    1. Add a section to your report.
    2. Set Section type to Filtering bar.
    3. Edit the Subject data view.
    4. Select Software service in the Dimensions list.
    5. Set Show as to Row.
      This is essential to creating a filtering bar: it needs a row on which to filter the rest of the report. In our example, we are filtering on software service.
  4. Click Display report to test it.

    1. When you open the report, the chart and table and filtering bar all display all software services, which may not be very useful.
    2. But if you select one or more of the software services in the filtering bar, only the selected software services are displayed in the chart and table sections. Here, we have selected four services in My filtering bar (see the blue text), so only those services are shown in My chart and My table.
  5. Click the My filtering bar heading to hide the list if you want to get it out of the way.

Example 3

The Data explorer (on the NAM Server, open Reports ► Explore ► Performance data) uses a number of filtering bars to good effect.

  1. Open the report in the DMI editor.
  2. Open the Sections and layout tab.
  3. The left column of the report includes 15 Filtering bar sections to shape the way data is displayed on the right.