Hello,
I am trying to add a drop-down menu for a table I created on my dashboard. The dataset contains a column named ‘stage’ and I want to filter the table based on the stage(s) selected on the drop-down menu. I added a parameter based on the ‘stage’ from the database, created a drop-down menu using ‘Format Control’, and added the parameter I created. Then, I added a rule ‘if stage_param equals stage_I_want, then show this visual’. When I select the desired stage on the drop-down menu, the table shows up, and when I select other options, the visual is hidden. However, when I select one or more stages, I want the tables to be filtered based on the parameter I selected on the drop-down menu. So rather than hiding or showing visual, I want to trigger a filter on the table. Is there a way to do this?
Hi @hojungkim,
You are certainly on the right track with your first few steps regarding the creation of a parameter. The rules you created are used more for what your outcome was, hiding/showing visuals.
To have the visual’s data react to your dropdown, instead of creating a rule, you’ll need to add a filter to the visual that’s based on your parameter.
In my example below, I’ve created two parameter controls and then created a filter for each:
Select the visual you’d like to have affected and add a filter(Sidenote: if you’d like the whole sheet to react to your control, you can toggle that while creating the filter). On the drop down, select the category, for you I assume it would be ‘Stage’.
Click the ellipses next to the filter you just added and select ‘Edit’.
- Change the Filter type to ‘Custom filter’ and leave condition as Equals.
- Click the box that says ‘Use parameters’ (when you receive the popup box, make sure to hit ‘No’ on that unless you want this filter to control your entire dashboard)
- Select your parameter (again, assume yours would be Stage) and hit ‘Apply’ at the bottom.
Additionally, if you’d like the control to affect your entire sheet. You can do that from the edit filter screen as well. At the top, select the middle option for entire sheet. Note that here you can also select which visuals on a given sheet you’d like the control to affect; if you don’t want entire sheet but only a couple visuals to change on the sheet, you can hit the right arrow underneath to expand more options.
Let me know if this helps for your solution or if you have any additional questions!
Awesome! Working perfectly!