Overview of Filters, Parameters, and Filter Scope

Arcadia Instant uses filters and parameters to change the analysis criteria at run-time. Within a visual, the information on the Filter shelf defines the section of data used to build the chart. Within applications, application controls, such as filter widgets and parameter controls use parametrized filters. Filter scope determines the level at which the filters are active.

Application Controls

An application control is an element, such as filter widget or parameter control, that enables the user to change the content of visualizations at run time.

Filters and Filter Shelves

Filters control what sections of data are being examined in a visual or application.

By placing either measures or dimensions on the Filter shelf of the visual, you can exclude or include specific values or a range of values represented by the column. Subsequently, the filter is specified by one of two methods:

  • selecting value or values from a list or through a datatype-specific interface
  • specifying an expression that represents the filtering function

See Filter Shelves for further information on this topic.

Filter Widgets

A filter widget is a form of an application control that is tied to underlying column values from a table.

While building an app, on the Filters menu click on either a Dimension or a Measures field. Select Settings on the filter widget, and configure the options.

Note that for target visuals of the app, you must place the corresponding measure or dimension on the Filters shelf.

Parameter Controls

Parameter controls extent the concept of filters by passing any value, including arbitrary values, to the visuals.

While building an app, on the Filters menu click Create Parameter. Select Settings on the parameter, and configure the options.

After you define parameter controls, you can use them on the shelves of the visuals to dynamically update the output. The following syntax supplies the value of the variable to the visual. The value may be defined by functions and expressions, fields, or as discrete values.


Filter Scope

Arcadia Data supports three distinct levels of scope for filtering: Explicit Filter Scope, Dataset Scope, and App Scope.

  1. Explicit Filter Scope is defined when an app sends out parameters to other visuals, and the visuals accept these parameters in their Filters shelf. This can be enabled at the level of each visual, through the Settings Parameters Explicit Scope option.

    This is expected to be used sparingly for a small number of visuals in each dashboard that represent a high level look at a metric and that should not be filtered by visible filters.

    Note that Explicit Scope overrides Dataset Scope. In other words, a Dataset Scoped filter applies to all visuals in a dashboard that do not have Explicit Scope turned on.

    The scope of Click behavior is explicit. If you want visuals to be updated based on selected elements, make sure to explicitly place these columns in the filter shelf of the target visuals.

  2. Dataset Scope is set using Filter settings. Filters with Dataset Scope will apply to all visuals in the dashboard that are using the same dataset. This is the default for new filters.

    Dataset Scoped filters continue to use the parameter passing mechanism, and these parameters may be used within visuals flexibly: in the title, within expressions, and so on.

  3. App Scope is set using Filter settings. Filters with App Scope apply to all appgroups that contain the app.