Using Storyboard Filters

Using Storyboards - Filters - Data Visualization - Customization

As you become more familiar with filtering on Storyboards, there are additional features and functions that you will want to use.

For an introduction and walk through the basic functions of including, excluding, applying, and removing dimensions in the Storyboard filter bar, check out the Quick Start Guide - Introduction to Filtering Storyboards.

Additional features and functions include the ability to activate a prompt for users to apply a particular filter set before a Storyboard is loaded, controls around which filters can be applied, filtering controls on specific tiles, and whether filter labels will appear at the top of each tile.

One of the most popular features is the ability to create a default filter set and saved filter sets to make it faster and easier to sort a lot of data quickly.

1. Prompt to apply filters on opening a Storyboard

Admins and Storyboard designers can set a prompt for users to apply filters before a Storyboard is loaded. This is useful when a Storyboard might have a lot of data and require focusing with filters to open faster for the user.

 

To apply a prompt to a Storyboard:

  1. In the Storyboard Library, find the Storyboard you want to apply to prompt to.

  2. Go to the three dots at the end of the row and click to open the Settings tab.

  3. At the bottom of the Settings tab, there is an option to ‘Prompt users to apply filters before Storyboard loads:’

  4. Slide the toggle to On.

  5. Click Save.

 

 

When users open that Storyboard, they will be greeted with the following prompt:

 

To remove the prompt:

  1. Go back into the Settings tab.

  2. Slide the toggle to Off.

  3. Click Save.

Your filter prompt will no longer be shown.

 

2. Storyboard Filter Template

Admins and Storyboard designers with permission can create a default filter set to apply to all users on the start up of each Storyboard. This is called the Storyboard Filter template.

Where a Storyboard has a default filter template applied, the included and excluded filters will be displayed on the Storyboard filter bar and at the top of the tiles whenever the Storyboard is opened, as shown below:

 

 

  1. Filter dimensions

  2. Filter labels

 

3. Creating or editing the Storyboard Filter Template

Admins and Storyboard Designers with permission can create or edit the Storyboard Filter Template.

 

How-to create or edit a Storyboard Filter template;

  1. Click on the pen icon at the top right of the Storyboard title bar to enter Modify Mode.

     

  2. This will bring you to the Storyboard Filter Template: filter bar and Preview button as shown below.

     

     

  3. Just like when a user selects filters in a Storyboard, click into the search box - ‘Type to add a filter dimension’.

  4. Start typing the name of a filter dimension, or scroll through the dropdown menu as shown below.

     

     

  5. Include or exclude your chosen filter dimensions.

  6. Review your filters by clicking on a filter dimension.

  7. Remove filters by clicking on the filter name in the filter bar then selecting remove dimension filter.

  8. You can also pre-define specific inclusions and exclusions within each filter dimension using the triple-click node selector.

  9. Click Preview to see how your filter selections will be applied to your Storyboard before saving.

  10. If satisfied with your Storyboard filter template, click the Save button.

  11. Then exit Modify Mode.

This filter set will be saved as the Storyboard filter template so that every user who opens this Storyboard will have the same filters applied.

 

Storyboard users with permission to CanChangeFilterSet, can navigate away from the default filter set and apply their own filter sets.

 

4. Save New Filter Sets

Users with permission can create and save filter sets for a personalized experience. This is particularly useful for users with specific needs who require the ability to quickly switch between different filter sets with a specific focus. Saved filter sets are located under the list button on the left of the Storyboard filter bar.

 

For example, a HR Business Partner might work with multiple business units and they can have saved filter sets to quickly switch their view of a Storyboard for different business units and other relevant filters, e.g. including contractors in one Business Unit and not the other.

 

Note: that there are two different action filter menus;

1) When you’re in the Storyboard Filter Template and click on the three dots at the end of the row, you will see the following menu;

 

2) When you’re in a Saved Filter set and click on the three dots at the end of the row, you will see the following menu;

 

How-to create and save a New Filter Set:

  1. Click on the three dots at the right end of the Storyboard filter bar.

  2. Select Save as a New Filter Set.

  1. Enter the name of your Filter Set into the text box.

  2. Click the Save icon.

 

Access Saved Filter Sets (including the Storyboard Filter Template)

Access your saved filter sets by clicking the list button on the left of the Storyboard filter bar.

 

 

 

 

 

 

Applying Saved Filters

Once a saved filter is selected, click the Apply button to apply to all data in the Storyboard.

You can quickly switch between filter sets by scrolling through the list of filters and applying the filters to your Storyboard.

 

Select Storyboard Filter Template to reset to the default filter settings. Again, click the Apply button to filter all the data in the Storyboard with the new selection.

 

5. Creating or Editing the Default Filter

If a user wants to have a particular Saved Filter Set be applied by default when they open any Storyboard then they can use the option in the action menu to Select as Default Filter.

 

This will set the option for the currently selected Saved Filter Set.

 

To change the default filter set to another Saved Filter Set, or the Default Storyboard Filter Template you select another from the list and then use the action button to Select as Default Filter.

 

NB: Setting a Saved Filter Set as your default will override any default filters defined in a Storyboard template (see next section). However, if there is a Filter Prompt configured for a Storyboard then that will take precedence.

 

In this menu, you also have the option to duplicate, rename or delete a saved filter set.

6. Editing in Modify Mode

There are additional customization options when you access Modify Mode.

 

  1. Click the pen icon in the Storyboard title bar.

  2. The Storyboard will now be in Modify Mode and will display options as shown below;

 

Storyboard Filter Template.

  • In Modify Mode, you can edit or create the Storyboard Filter Template as described above in section 3. Creating or editing the Storyboard Filter Template.

     

  • There is a Preview button to apply and review your changes to your Storyboard prior to saving. This gives you the option to see your changes applied to the Storyboard before overwriting the old version. It also gives you an opportunity to decide whether to keep or discard your changes.

Enable or disable Storyboard Filters on tiles.

  • You can also enable or disable Storyboard Filters on individual tiles by using the customization menu at the top of each tile as shown below;

 

Enabling filters on a specific tile means that users with permission can change the filters applied to all enabled tiles within a Storyboard.

Disabling filters means that filters will not be applied to that specific tile. i.e. filter changes cannot be made to tiles where filtering has been disabled.

 

Saving or discarding in Modify Mode.

Make your changes, then either;

  1. Click Exit Modify Mode

 

 

2. Then click Leave without Saving to discard your changes.

 

OR

 

3. Click the Save icon

 

4. Then click Exit Modify Mode to keep your changes.

 

note: if you forget to hit the Save icon prior to clicking Exit Modify Mode, the prompt gives an opportunity to Save and Continue.

 

7. Showing or Hiding Filter Labels in Storyboard Tiles

 

The appearance of the filter labels can be changed through the Storyboard Settings menu.

Start by clicking the three dots at the end of the row in the Storyboard navigation bar to open the Settings Tab, as shown below.

 

Near the bottom of the Settings tab, you will see toggle on/off options to;

  • Display the widget filter labels,

  • Display widget filter labels for me, and

  • Prompt uses to apply filters before Storyboard loads.

All users have the option of showing or hiding the filter labels for themselves, but only Admins and Storyboard designers with permission can set the default filters to apply to everyone.

 

Related Articles: Filtering Storyboards

 

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.