Filters

Zoho Analytics offers powerful Filtering options to filter the necessary records that are to be plotted in the report you create. The Filtering options are the same for all types of reports that you create in Zoho Analytics - charts, pivot table & summary views.

Depending on the data type of the column, you can filter specific numeric ranges, date ranges, individual values, top10, bottom 10 etc ., Zoho Analytics also allows you to apply multiple filters (based on multiple columns) on a report. The filtering options discussed in this topic can be applied only when you are designing a report (i.e., when you are in design mode) and not in the view mode.

To create a filter, after you have created the required chart (or pivot or summary view)

• Select the required Chart.
• Click Edit Design option in the toolbar.

(or)

• Right click on the Chart name listed in the left side of the Workspace and select Edit .
• Click Filters tab next to the Graph tab in the design area. The Filters Tab has three boxes as shown in the screenshot below. Filter Shelf (Box) to drop the columns, second box displays the filter options and lists all the possible values for filtering and the third box displays added filter items.

• Drag and drop the required columns in to the Filter shelf.

Once a column is dropped, a list of all possible options for filtering will be displayed in the (second) box right to Filter Shelf as shown in the screenshot above. The filtering options provided varies based on the data type of the column dropped.

Following table lists all the possible options for filtering various column data types:

If the listed values under each of the option does not meet your needs, Zoho Analytics allows you to define your own custom values. You can add your custom ranges, Top/Bottom N and N% values by clicking Add New Range button under the corresponding option.

• Individual Value
• Wildcard

Individual Value

This allows you to filter the chart by actual value. All the distinct values from the column will be listed with a checkbox. Select the value to include or exclude from the chart. You can select multiple values using the shift + click option. A Search box is also available to find the required values.

Wildcard

Wildcard filter allows you to filter by specifying filter criteria. The following table lists the possible conditions for filtering.

You can construct filter criteria with multiple conditions and join the condition using  (AND) or (OR)  operator. You can specify the join operator by clicking the link adjacent to the conditions. 

By default, conditions from last to first will be grouped. i.e., when you have three conditions, the third and the second will be joined, and the result will then be joined with the first. You can change the default grouping of the conditions if needed. To modify, click the Edit link next to the Criteria Expression . Modify the filter criteria as required, and then click OK .

The following tables list all the possible options for filtering DATE type columns.

When you select Actual Values for a Date column dropped in the Filter shelf the following are the options available for filtering.

To enter a custom date range, under Ranges option click Add New Range . In the Add New Range dialog box that appears, type dates in the From and To boxes or click the calender icon to open the calendar to select the required dates and then click Add .

When you select Seasonal for a Date column dropped in the Filter shelf the following are the options available for filtering.

When you select Relative for a Date column dropped in the Filter shelf the following are the options available for filtering.

After you have dropped the column and selected one or more values to filter the selected filter items appears in the third box on the right. You can Include or Exclude the selected values from the report that you are designing by choosing the appropriate option on top of this filter items box.

Once you are done with selecting the appropriate filters, select  Click here to Generate Graph link or View Mode button in the toolbar. Notice that only the data that matches the filters you have defined will be displayed.

User Filters

Zoho Analytics allows you to include dynamic filtering capability in the reports view mode through  User Filters . User filters enable your users who access the report, to apply filters on the report data displayed using the filter columns exposed as part of User Filters. The filter columns included in User Filters can be displayed using a variety of display components like Drop Down box, Slider, Date range chooser etc., according to your needs.

Following sections describes in detail on providing User Filters for various column types (Data types).

User Filters for String (Categorical) Column Type

User Filters for Numeric and Currency Column Type

User Filters for Date Column Type

How User Filters Work?

Zoho Analytics allows you to provide multiple user filters in a report. Users who view the report can apply any number of user filters provided, in any order they wants. When a user applies more than one user filter on a report then the data is by AND'ing all the filter conditions i.e., all the filter conditions should be met for the data to be shown part of the report.