Filtering data in one visualization

There are several ways that you can filter the data in a visualization. You can keep or exclude a few data points in the visualization. You can use the data tray to filter the data in several columns and the columns are not required to be in the visualization. You can also add a local filter to filter a column or to define a filter condition.

Procedure

If you want to keep or exclude a few data points in the visualization, complete the following actions:
1. Click the data point that you want to keep or exclude. Use Ctrl+click to select several data points. You can select data points in the visualization, on the legend, or in the axis.
2. To show only the selected data points, click the Keep icon.
  
  All other data points are excluded from the visualization.
3. To hide the selected data points, click the Exclude icon.
If you want to filter the data in one or more columns, complete the following actions:
1. Click the Open data tray icon at the bottom of the canvas.
  
  If you don't see the Open data tray icon, click the Switch to edit icon.
2. Click a column heading in the data tray.
3. Click Filter.
4. Specify what will be filtered on.
  - If the column contains numeric data, use the sliders or enter a range of values to filter on.
  - If the column is a hierarchy, expand the levels in the hierarchy and select the members or levels that you want. For example, select 2017 and each quarter in 2016.
  - If the column has the data type of date, time, or timestamp (also known as datetime), select before, after, or between for the dates to include in the filter.
  - If the column contains text, click one or more members to filter on. Or you can add a filter condition. With a filter condition, you have the following options: Equals, Contains, Begins with, Ends with, Does not equal, Does not contain, Does not begin with, and Does not end with.
5. If you want to select many values, select the ones that you don't want and click Invert.
6. To apply the filter, click OK.
If you want to define a filter condition or filter a column in a visualization, complete the following actions:
1. Open a visualization.
  
  If you don't see this icon, click the Switch to edit icon.
2. Click the Sources icon and expand the data asset that you want to use.
3. Drag a column into the Local filters box.
4. Select the members that you want to use in the filter or add a filter condition.
  
  If you decide to add a filter condition, you have the following options: Equals, Contains, Begins with, Ends with, Does not equal, Does not contain, Does not begin with, and Does not end with.
5. If you want to select many values, select the ones that you don't want and click Invert.
6. To apply the filter, click OK.
Close the visualization.