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Status Not under consideration
Workspace Planning Analytics
Created by Guest
Created on Feb 28, 2019

RELATED IDEAS

Filtering view based on element attributes

Users often have to slice and dice data in views and visualizations for analysis and data input. Today you either have to open the set editor to filter elements, use a selector widget or place the dimension on the canvas for easy selection of specific elements.

In order to find elements that have certain characteristics it would be very helpful if it was possible to expose and use individual element attributes just like the selector widget.

And even better if it was able to cascade the selections so the available attribute values were only reflecting the values related to the current elements. Similar to how the subset editor is working in Architect when filtering on attributes.

I have tried to use alternative hierarchies as a workaround but it complicates the setup and use in a book and the presentation is tricky when you only want the elements that fulfil all the criteria.

This is one example:

We have a large number of contracts. Each contract belongs to a customer, a customer group, a product category, a salesperson, a delivery organisation, start and end date etc. All of this information sits as attributes on the contract.

When users analyze contract data, they want to find out which contracts fulfil certain criteria. They may follow a process where they first filter on product category, then on delivery organisation and then customer.

  • Guest
    Reply
    |     Sep 30, 2019

    As you've noted  ability to filter on attributes is available in the Set Editor itself. I want to highlight that here in the comments, in case anybody missed that.

     

    That being said, a simpler way to filter without opening the Set Editor is a good idea. It would be especially useful for less expert users who are not comfortable with the Set Editor and for report authors to be able to design a report with the filter options available.

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