Creating a Filter

Step 1: On the Main Navigation tool bar click on design. 

Step 2: Click on Add New button. Click on Folder to create a new folder.

Step 3: Enter the name of the Folder and choose filter option to start your design.

Step 4: Select the Data Source. Now, drag and drop the dimensions onto the main screen. (Refer to the image below).  

Step 5: The dimension will be converted into filter.  

Step 6: You can change it to button or dropdown type by enabling/ disabling the toggle. (Refer to the image below). 

Step 7: Click on the Edit filter icon. (Refer to the image below).  

Step 8: Enter the name of the filter and select the type of charts and filter icon. (Refer to the image below). 

Step 9: Click on the save icon. Enter the name and click on the save button. (Refer to the image below).

Step 10: Save filter popup appears. Click the ok button. (Refer to the image below). 

Step 11: Filter is saved and listed in reports list. 

Multiselect – Filter

Step 1: Click on the Edit filter icon. (Refer to the image below).  

Step 2: Enter the name of the filter and select the type of charts and filter icon.  

Step 3: In filter type, select Multiselect. 

Step 4: Save the filter. (Refer to the image below). 

Step 5: Apply the filter in a report. Save the report and publish it.  

Step 6: Go to the dashboard. The multiselect option will be applied to the report.  

Save

Step 1: Create a Filter. 

Step 2: Click on the save icon. The save filter popup appears. Enter the name of the filter and click on Save. (Refer to the image below).

Step 3: The Filter is saved successfully. Click the OK button. (Refer to the image below). 

Save As

Step 1: Create a filter or select an existing filter. 

Step 2: Click on save as icon. The save filter popup appears. Enter the name for filter and click on save button. (Refer to the image below). 

Step 3: The Filter is saved successfully. Click the OK button. (Refer to the image below). 

Step 4: Then the filter is saved with the given name. (Refer to the image below). 

Reset

Step 1: Create a filter or select an existing filter. 

Step 2: Click on the reset icon. 

Step 3: A warning message will pop up. Click the OK button. (Refer to the image below). 

Step 4: Then all the changes will be lost. 

Refresh

Step 1: Create a filter or select an existing dimension. 

Step 2: Click on the refresh icon. 

Step 3: Changes made are updated or screen will be refreshed. 

Help

Step 1: Click on the help icon. 

Step 2: It will take to Datanyx online help page.

Edit

Step 1: Click on the Design Tab on the Main Navigation tool bar. 

Step 2: Click on the add icon on the bottom right of the screen. 

Step 3: Reports/charts/dimension/filter list will come, click on open existing and click on Filter. Now, click on the edit icon for the required filter. 

(Refer to the image below).

Step 4: Then you will be taken to that filter. (Refer to the image below).

Delete

Step 1: Click on the Design Tab on the Main Navigation tool bar. 

Step 2: Click on the add icon on the bottom right of the screen. 

Step 3: Reports/charts/dimension/filter list will come, click on open existing and click on Filter. Now, click on the Delete icon for the required filter. 

Step 4: A warning message popup will appear. Click the OK button. (Refer to the image below).

Step 5: The filter is successfully deleted. Click OK. (Refer to the image below). 

Step 6: The filter is deleted from the list.