Filtering in Visualizations

In this article, you will learn to do Filtering in Visualizations.

Introduction: 

Data filtering is the process of choosing a smaller part of your data set for viewing or analysis. Filtering on a dataset can be used to limit and customize the data displayed on the visualization. Filtering is generally temporary as only part of the data is used for calculation or analysis.

 Filtering may be used to:
  • Look at results for a particular period of time.
  • Calculate results for particular groups of interest.

Filtering requires you to specify a rule or logic to identify the cases you want to include in your analysis. This filtering can be applied to numeric columns, textual and date columns also. 

These filters can be different types :

1) Range: Filtering a dataset based on a range of values.

2)  List: Filtering a dataset based on the list of values. 

3) Date: Filtering a dataset based on year, month, or between two date ranges.

4) Expression: Filtering a dataset based on an expression or a pattern. 

In this article, let's illustrate this filtered data example to understand the scholarship awarded in the year 2017

To do so:

Step 1.  In Impact Cloud v3, to create a chart click on the Chart tab from the Home screen. Click on the + symbol to open our Chart submenu or click on Chart to create one. Now add attributes as required. Refer to previous articles to create a visualization.

Alternatively, You can also use an existing chart to apply filters.

In this example, let's use one of the charts that have been created. To do so, click on the Charts Menu item, it will display all the charts that you have created. Let's select the "Scholarship amount awarded yearly" chart.

Step 2. The visualization should appear as below for illustrating this example.

Step 3.

To view scholarship information for the year 2017, Select the following as shown below:

Do not change any attributes in the existing chart.

Query:

Filters:

Column: Year

Operator: equals

Value: 2017 

Save the filter

Once the condition is applied. Run the Query. The below visualization displays information for the scholarship awarded in the year 2017.

Step 4. Similarly, you can apply filters to view information related to other conditions.

Let's learn how to do some of them.

1) To apply a filter for the specific country open the filter dialog box :

Column: Country

Operator equals

Value:"Cambodia"

2)   For filtering scholarship awarded that has an amount higher than 10k, the filter dialog box should be as follows :

3) To filter information for countries "Cambodia", "India", "Chile".

a) Let's illustrate this with an example. Enter the following information in the filter dialog box  for the visualization "Scholarship amount awarded yearly" :

Column: Country

Operator: IN

Values: Select "Cambodia", "India", "Chile" from the list of values or type the words

b) The screenshot appears as shown below

c) Run the query. This visualization displays only the scholarship awarded for countries - 'Cambodia', 'India', and 'Chile'.

Step 5. Save the chart with the filtered information.