In case you have been using SAP Analytics Cloud, you probably have noticed and most likely even used some of the available options for filtering your data.
SAP Analytics Cloud has the option to define:
- Story Filter
- Page Filter
- Filter for specific charts / tables
In case you are using SAP Analytics Cloud in combination with SAP BW live data, then on top of the filter options in your story, you also have the ability to define BEx Variables for filtering already in the BEx query and in case of SAP HANA as datasource you have similar options available.
And last but not least, you also have the functionality of Linked Analysis, which generates filter values based on the user interaction.
It is important to understand the different options that are available to the Story Designer and Story consumer and how those different options will be applied to your data set and how your different visualizations – such as charts and tables – are impacted by the different type of filter.
So in the next few days I will try to outline the different filter scenarios and provide examples for a few combinations of those different filter, so that you can understand how those filters will be applied.
Now lets take a look at what options we have in SAP Analytics Cloud itself.
The first option for filtering in SAP Analytics Cloud is a Story Filter.
You can simply click on the Filter icon in the Tools toolbar and select the dimension for filtering and the dimension name and the filtered values will be shown in form of a filter line (see above).
A story filter will impact all the elements in your story across all the pages.
You can then use the Story Filter and turn the Story Filter into a Page Filter (or you create a new Page Filter).
After you turned your Story Filter into a Page Filter, you can also resize the filter to your needs and based on the given space, the filter will adapt the layout.
As indicated by the name, the Page Filter will only impact elements on the given page and not the complete story (assuming there are multiple pages).
In addition you have the option to decide, which of the visualizations should be impacted by the Page Filter.
Another option to create page filters is to simply use the option to create new Input Controls.
Filter on a chart / table level
The third option for filtering is to create / change the filter values directly in a particular visualization – in this example the chart.
In this example we have a chart which shows the Margin by Sales Manager and we select the first Sales Manager from the chart.
After we filtered the chart, the chosen values are shown in the chart title and the user can then simply click on the filter…
… and then open the list of available values and set the new filter values.
In addition to the option to define a Story Filter, or a Page Filter, or a Filter for one specific visualization (Widget / Component filter), you can also use Linked Analysis to generate filter values with a simple navigation done by your users, such as using a selection in the Table to filter a chart.
So we clarified what kind of filter / variables we have available in SAP Analytics Cloud. In the next steps, we will take a look at the different filter options and how those different options are being applied to your data.
In addition we will look at combinations of filter types and review scenarios where the story designer is using several different filter types in a single story and how the different filter options relate to each other.