Configure Filters in Visualizations

Configure Date Filters using Reporting Objects

Before You Begin

Ensure that you have permissions to manage Advanced Visualization. If you do not have the permissions, contact your administrator.
For more information on the permissions and permission sets available for the Advanced Visualization users, refer to the Advanced Visualization Permissions topic.

About This Task

When visualizing data in a dashboard, you can configure a custom date range as filter criteria to view data for the specified period. However, you can configure the date filters using a reporting object so that the date filters appear on the dashboard by default. For more information on the reporting objects, refer to the help integrated with Advanced Visualization.

This topic describes how to configure the date filters using a reporting object.

Procedure

Access the Advanced Visualization page.
Select Workspaces.
A hierarchy of the Advanced Visualization workspaces associated with your tenant appears.
In the hierarchy, navigate to the workspace folder to which you want to add the reporting object, and then select the Action Bar drop-down list box.
The Data section appears, displaying the option to create reporting objects.
Select Reporting Object.
A new tab appears, displaying a window that contains the data sources available for Advanced Visualization.
Navigate to the folder containing the data source using which you want to create the reporting object, select the data source, and then select Open.
The Reporting Object folder appears.
Right-click Preprocessing Other, and then select Edit.
The Preprocessing Other window appears.

In the Preprocessing Other window, enter the following code:

SET DTSTANDARD = STANDARD
-DEFAULTH &STARTTIME='2019-04-01T00:28:03.000Z';
-DEFAULTH &ENDTIME='2020-03-31T00:28:03.000Z';

-DEFAULT &STARTDATE='April 01 2019';
-DEFAULT &ENDDATE='March 31 2020';

-PROMPT &STARTDATE.(|FORMAT=MDYY,REQUIRED=TRUE).Start Date.QUOTEDSTRING;

-SET &STARTTIME = DATETRAN(&STARTDATE, '(YYMD)', '(-)', 'EN', 15, 'A10') | 'T00:00:00.000Z';

-TYPE &STARTTIME

-PROMPT &ENDDATE.(|FORMAT=MDYY,REQUIRED=TRUE).End Date.QUOTEDSTRING;

-SET &ENDTIME = DATETRAN(&ENDDATE, '(YYMD)', '(-)', 'EN', 15, 'A10') | 'T23:59:59.999Z';

-TYPE &ENDTIME

Select the Save button.
Right-click Where Statements, and then select New.
The Create a filtering condition window appears.

Based on the data source that you selected, create the WHERE clause as described in the following table:


Data Source	WHERE Clause
alerts_custom_business_view	EVENTSTARTDATE Greater than or equal to Simple Parameter (Name:STARTTIME) AND EVENTSTARTDATE Less than or equal to Simple Parameter (Name:ENDTIME)
cases_custom_business_view	CREATEDDATE Greater than or equal to Simple Parameter (Name:STARTTIME) AND CREATEDDATE Less than or equal to Simple Parameter (Name:ENDTIME)

Select the Save button to save the reporting object.
The reporting object is created and the date filters are configured.
Note: When you create a visualization using the reporting object and add the visualization to a dashboard, the default date range appears to filter data.

Configure Filters on a Dashboard using a Predix Essentials Query

Before You Begin

Make sure that the catalog query that you want to use for populating filter parameters is valid and returns the correct set of values.

About This Task

Advanced Visualization enables you to use a data source to populate filter parameters for filtering a dashboard created for another data source. The data sources are created using Predix Essentials queries. You must use a query that retrieves a set of values from the Predix Essentials database, which can be used as the filter parameters.

For example, you have created a dashboard to visualize work order details, such as work order ID, work order type, work order status, and so on. Each of these parameters may have multiple values. If you want to filter the dashboard with work order types, you will need to create a filter using the work order type field available in the associated data source. You must populate the work order type filter with the values using which you can specify filter criteria. To populate the values, you will need a data source that can be associated with the data source used for visualizing work order details.

This topic describes how to configure a filter and populate filter parameters using a data source created for a Predix Essentials query.

Procedure

Access the Advanced Visualization page.
Perform the following steps to create and configure the data source for populating filter parameters in the filter:
1. Create a data source using the query that you want to use for populating filter parameters.
2. Access the Application Directory that contains the data source that you created, right-click the data source, and then select Open.
  A page appears, displaying the Table/Column panel that contains a hierarchy of the query parameters.
3. In the Table/Column panel, expand the RESPONSE node, and then expand the ROWS node.
4. In the ROWS section, on each field, right-click the field, and then select Properties.
  The Properties window appears.
5. In the General section, in the Type drop-down list box, select Character (Fixed).
6. Select Apply.
Perform the following steps to configure the filter on the dashboard:
1. Access the Application Directory that contains the data source associated with the dashboard, right-click the data source, and then select Open.
  A page appears, displaying the Table/Column panel that contains a hierarchy of the query parameters.
2. On each query parameter, right-click the parameter, and then select Properties.
  The Properties window appears.
3. In the General section, in the Type drop-down list box, select Character (Fixed).
4. In the Miscellaneous section, in the ACCEPT drop-down list box, select SYNONYM.
5. In the Lookup Synonym box, navigate to the data source that you created for populating filter parameters.
6. In the Lookup Field box, enter the filter caption.
7. Select Apply.
8. Access the Advanced Visualization page.
9. In the Advanced Visualization home page, select Visualize Data.
  The Advanced Visualization Designer page appears, displaying a designer canvas to create the chart.
10. Select the Add Data button.
  The Select Data Source window appears, displaying the available data sources.
11. Navigate to the folder containing the data source associated with the query, and then select the data source.
  The Dimensions and Variables associated with the data source appear in the Advanced Visualization Designer page.
12. As needed, design the chart, and then save the chart.
  
  Note: For more information on how to create and publish charts, refer to the help documentation integrated with Advanced Visualization.
  
  The chart is created.
13. Drag the query parameter that you want to use as a filter to the chart.
  The filter is created and populated with the filter parameters. You can add the chart to a dashboard to filter data.