Filter Linkage
Introduction
Functions
Users can configure filter A to link filter B. The options of filter A can affect those of filter B, thereby narrowing the range of options for filter B. For details see the description of linkage rules at the end of this chapter.
Application Scenarios
Data needs to be filtered step by step. For example, when filtering the class after filtering the grade, only classes under this grade will be displayed.
Preview
Setting Procedure
Adding a Filter
Go to a dashboard and click Edit:
Filter Linkage
Click the filter Grade, and you can see that the filter linkage has been set in the filter. Select Class from Filter Linkage:
Preview
1. On PC
As shown in the image below, when you select Grade 8, only classes under Grade 8 are displayed; when you select Grade 7, only classes under Grade 7 are displayed:
2. On Mobile
Linkage Rules
The basic premise of filter linkage is that charts selected to set filter linkage should contain all charts selected by the linked filter. Otherwise, even if forms as the data source corresponding to the charts are the same, but the charts are different, filter linkage cannot be triggered.
In short, charts selected by the linked filter need to be a sub-collection of the linking filter.
Distinguishing Data Sources
The data source for the filter is the data source corresponding to the selected chart, such as forms/data streams/aggregate tables.
You can select a single data source as the filter. No matter how many charts are selected, the data are all from the same form/data stream/aggregate table, while multiple data sources include at least two different forms/data streams/aggregate tables. The simple method for distinguishing between multiple data sources and single data source is checking the number of filter fields to be set:
The number of filter fields to be set determines the number of data sources for the filter. It is single data source when there is only one filter field, otherwise multiple data sources.
Single Data Source
When there is only one data source for the linked filter, filter linkage can be set only when the filter field is one of four types: Text, Text Array, Member, or Member Array. Specific fields are:
Field Type | Field |
Text | Single Line, Single Select, Multi Select, Radio, Checkbox, Serial No., or URL Parameter |
Text Array | Single Line, Single Select, Multi Select, Radio, Checkbox, Serial No., or URL Parameter in the subform. |
Member | Member, Members, or Created User |
Member Array | Member, Members, or Created User in the subform. |
Multiple Data Sources
When there are multiple data sources for the linked filter, filter linkage can be set only when the filter fields are Text, Text Array, Member, and Member Array. Specific fields are:
Field Type | Field |
Text | Single Line, Single Select, Multi Select, Radio, Checkbox, Serial No., or URL Parameter |
Text Array | Single Line, Single Select, Multi Select, Radio, Checkbox, Serial No., or URL Parameter in the subform. |
Member | Member, Members, or Created User |
Member Array | Member, Members, or Created User in the subform. |
Aggregated Linkage Rules
Filter A can link filter B when all the following conditions are met:
Rule | Filter A | Linked Filter B | |
Filter Chart Selected | Chart A, chart B... and chart N Include all charts in filter B. | Chart A and Chart B | |
Data Source of Chart | Include all data sources in filter B. | Single Data Source | Multiple Data Sources |
Filter Field Settings | No limit | Text Text Array Member Member Array | Text Text Array Member Member Array |
Note: The types of fields are those in the section "Single Data Source" and "Multiple Data Sources" above. | |||
Notes
When a dashboard is copied, the configuration of filter linkage will also be copied.