Create a choice list interactive filter

A choice list interactive filter enables users to filter report widgets based on the value of a choice list.

시작하기 전에

Role required: hp_publisher_admin and report_admin. The hp_publisher_admin role exists only for managing interactive filters in Core UI. By default, it contains the role analytics_filter_admin for managing Core UI filters that are migrated to Platform Analytics experience.

Choice lists contain a limited number of specified values to choose from. Status and Priority are two examples of choice lists. User and location are not usually choice list selections. For more information, see Choice list field type.

When a user selects All, they do not see a report with all filter options applied, they see the unfiltered report.

Choice list filter - single select	Choice list filter - Check boxes

주:

If the interactive filter has a default value or specifies the last selected value, non-responsive dashboards do not apply this value automatically. This feature is only available on Responsive dashboards.

프로시저

1. 옵션: Check the existing interactive filters on the same table.
   1. Navigate to All > Performance Analytics Administration > Core UI Artifacts > Interactive Filters and select an interactive filter based on the same table you want to filter.
   2. Under Related Links, select Other filters on Table.
   3. Review the other filters that are available on the same table to see if the filter you want already exists.
2. Navigate to All > Performance Analytics Administration > Core UI Artifacts > Interactive Filters.
3. Select New.
4. In the Filter based on list, select Choice list.
   
   
5. Set the following fields:

   Name	Description
   Name	Enter a name for the filter. This name appears on the dashboard widget for the filter.
   Look up name	Enter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
   Description	Enter a description of the filter.
   UI control type	Select how the available filtering options for this filter appear on the dashboard widget. See Available interactive filter UI control types.

6. 옵션: Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table.
7. 옵션: Select Apply filter to database views and tables to apply the filter to widgets based on both database views and tables.
   주:

   It is not possible to apply filters to tables that extend the database view’s tables. For more information, see Interactive filters on database views and table hierarchies.
8. 옵션: Exclude specific elements from appearing on the filter using the Exclusion list.
   However, data for excluded choices is included when you select All on the interactive filter.
9. In the Table list, select the table that contains the choice list to filter on.
10. In the Field list, select the field to filter on.
11. 옵션: Add any list elements you want to exclude from the filter to the Exclusion list field.
12. 옵션: Select a Default value for the filter.
    This default is applied automatically for all users. Values that a user selects override the global default for that user. You can specify more than one default value when using a UI control type that enables multiple selections, such as Select Multiple Input.

    주:

    To pass more than 50 default values, or if you see the error This is exceeding the GET call limitation, create multiple interactive filters.
13. Select Submit.

다음에 수행할 작업

1. After you create the filter, add it to a dashboard.
2. On the dashboard, select the Edit widget icon () on each visualization on the dashboard that should follow the filter and select Follow interactive filter.