Filter Topics
This page describes the Filter Topics capability.
In every Topic Card, whenever it is located within Crystal, you can find a "Filter" button located in the Actions Bar on the bottom.
By clicking on it, you will be able to keep exploring your Topic in deep by applying Filters, both Dynamic Filters and / or Time Ranges.
Please Note
This is an alternative way for applying Filters on a specific Topic, compared to the first way which is directly asking Crystal in conversation
You can also filter a whole list of Topics from the Topics Section
The filters that you apply to the Topic will be maintained also when you save that Topic in a Data Story
Filter Topics from the Topic Card
After clicking on the "Filter" button, you will be able to start by selecting which Filters you want to edit or add.
As usual, you can choose between Time Ranges and Dynamic Filters.
Please Note
You can also start editing Filters by clicking on the "See More" option on the Topic Card, which signals that some Filters are applied to the Topic and then, from the "View Filters" page, you can also choose the "Edit" option.
Time Range
By clicking on the calendar element on the top left side, a list of options will be shown, allowing you to select the desired time range for the selected Topic.
Time Ranges options are the following:
"this year" preset: selects the time range between January 1st of the current year and today, dynamically updating the ending date "today" as days pass by
"last year" preset: selects the time range between January 1st and December 31st of the last year
custom time frame: you can select a time range with the starting and ending dates you prefer (ending dates can also be in the future, if the underlying data allow for it)
Dynamic Filters
You can find all the available filters listed by filter name: e.g. Sales Agent, Forecast Month, Account, etc.
The Search Bar may help you to speed up your Filter research in case of a significant number of Filters.
Alternatively, you can sort the Filters list by choosing an A-Z order, a Z-A order, or choosing to only view selected or unselected Filters.
For each filter, you can select a specific value.
Just click on the chosen Filter to view the list of available values: then choose the ones you prefer.
You can also apply multiple values from multiple filters.
To finalize the operation, select as many values as you need, then click on the "Apply" button down below.
You can also remove one or more filters and / or filter values in different ways:
manually de-selecting each of them inside the filter space
in bulk, by clicking on the "Clear" button on the right
This last action will result in the removal all of the values selected inside that filter.
Otherwise, click on "Clear all" to completely remove all the filters applied.
Please Note
In the cases of Databases with custom Row-Level Security policies applied, the displayed suggestions of Filter Values are restricted only to those values that you have permissions for at Database level.
Keep exploring your data!
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