Is it possible to have user selected filter info within exported data file?

Question & Answer
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1

Let’s say user selected a few filters from the control then visual gets updated with those.
Now, user wants to export visual to CSV.

When user downloads the file, there is no indication what filter(s) was chosen in the file. So, this can be confusing if user comes back to the file like 2-3 days later and can’t remember how they got the raw data.

The question is that if there is a way to let user know what filter(s) were used to get a specific raw data when exported.

2

hi @tbdori , This is not possible because when you extract the data sets as per your filter selection then on that file you can see only the data not the filter selection sections.

Thanks & Regards
Biswajit Dash

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3

We have done this by embedding the relevant parameters (and appropriate labels) into our subtitle area of the visual. This subtitle approach works for PDF and XLSX files, but it doesn’t work for CSV exports.

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4

Hello @tbdori .

You can implement this if you use controls (associated to parameters) in order to allow the end user to filter data (using filters and adding them to the sheet won’t work).

The idea would be as follows:

  1. Create a control for each filtering option you want to provide to your end users
  2. Create a parameter for each control, the parameter should be a single value parameter for this solution to work
  3. Create an iinsight visual or a text box visual
  4. Insert the parameters (the ones you associated with each control in step 2.) in a calculated field and add this to the visual you want to get this value in

e.g

calculatedField1

${param1}

You can choose the parameters from the side bar in the calculated field editor (only single value parameters will be available):

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Now if you use calculatedField1 in your visuals the values will be also present in the CSV export (we recommend to use this approach with table and pivot table visuals).

Also notice that you can also include parameter values in insights and text box visuals and make them available when you print (or save the dashboard) as PDF (in this case multi-value parameters can be used. So it could be an alternative as well.

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Hope it helps, I am marking this question as solved if if you still have any questions please let us know.

Thank you for posting into the QS community!

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