A well-constructed chart may not show the entire dataset as it reveals relationships and meaning within a subset of the data. Kyvos allows you to easily see how the currently viewed data relates to the entire dataset. To view a subset of the data, apply a filter.
There are several ways to filter your data:
- You can create one or more dimension or measure filters. For example, Year is equal to the value 2020.
- You can create a contextual TopN filter to filter fields by criteria or by top or bottom values. Use the Plus button to add additional field criteria to the filter.
- You can also right-click an element in a chart and choose to keep or exclude certain measures or dimensions.
- When creating a filter, you can select multiple filter conditions or select all and quickly exclude a single item.
By default, the filter options are to the right of the chart area. Move them to a different location by dragging the filter title. Use the Filters menu to specify whether filters are displayed or hidden as part of a workspace.
To filter an entire dimension or measure
- From the Toolbox, select Workbooks, then select a workbook and worksheet.
- Select the Design workspace icon if needed.
- Right-click one of the values in the chart and choose Filter.
- Choose Keep Only or Exclude and select which dimension or measure you want to keep or exclude.
To remove a filter from a chart
- From the Toolbox, select Workbooks, then choose a workbook and worksheet.
- Click the Minus icon next to the filter to remove the filter.
When you apply a filter to the data, the data indicator displays showing you how much data is viewed in the graph compared to the entire dataset. You can click or drag within the indicator to look at a selection of other data in your chart. The data indicator changes to reflect the type of chart you are viewing.
The indicator shown in the figure below shows that only a subset of the data in a bar chart is currently viewable. Click the Show all icon below the data indicator to change the graph to show all of the data. When you see the triangle warning indicator, apply filters to change or reduce the number of members.
Indicators showing only selected data is currently shown in graph
- The show all button removes the filter and shows all data.
- The grey selection of the current data shows how much of the entire dataset you are currently viewing.
Drag the grey section to show a different part of the dataset. You can also drag the borders of the indicator to change the size of what’s shown.
You may also see the warning indicator:Click it to find out what you need to do to resolve the warning.
Show all members
When you are viewing data from a higher level, you can choose to show all members. Once you have drilled down, this option is not available. When you use Show All, you are also removing the filter.
To show all members
- From the Toolbox, choose Workbooks, then choose a workbook and worksheet.
- Right-click an element in a chart and choose Show all members of <fieldname>.