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一个筛选器只能对一个数据集的一个数据字段进行筛选。
如需对多个字段进行筛选或仪表板中使用了多个数据集,则需通过添加多个筛选器进行数据筛选。
1. 打开仪表板全局设置面板,在面板中找到全局筛选器设置项,单击右侧的“ + ”即可打开全局筛选器的设置窗口。
2. 选择全局筛选器作用的数据。
3. 单击添加按钮,添加筛选条件。
筛选字段: 选择要进行筛选的目标字段。
选择的字段数据类型不同,窗口的设置项会不同。具体介绍请见下表。
筛选字段的数据类型 | 选项 | 说明 | 图片说明 |
---|---|---|---|
数值型 | 标准 | 列举出目标字段中的所有数据,您可以单选或多选需要筛选的数据。 排序按钮,单击可将数据进行升序或降序排序。 单击此按钮打开参数下拉菜单,可选择已有的仪表板参数或者新建参数。 排除匹配项:设置是否排除满足筛选条件的数据。 | |
值范围 | 选择操作符,根据所输入的值来筛选数据。 也可以通过单击来选择已有的仪表板参数或者新建参数。 | ||
字符串类型 | 标准 | 列举出目标字段中的所有数据,您可以单选或多选需要筛选的数据。 排序按钮,单击可将数据进行升序或降序排序。 单击此按钮打开参数下拉菜单,可选择已有的仪表板参数或者新建参数。 排除匹配项:设置是否排除满足筛选条件的数据。 | |
规则匹配 | 选择匹配规则,并输入匹配值来进行数据的筛选。 提供四种匹配规则:包含、开头是、结尾是、精确匹配。 大小写敏感:进行数据过滤时,是否区分英文字母的大小写。 匹配值:设置匹配的值,与匹配规则配合使用。 单击按钮打开参数下拉菜单,可选择已有的仪表板参数或者新建参数。 | ||
日期及日期时间类型 | 标准 | 列举出目标字段中的所有数据,您可以单选或多选需要筛选的数据。 排序按钮,单击可将数据进行升序或降序排序。 单击此按钮打开参数下拉菜单,可选择已有的仪表板参数或者新建参数。 排除匹配项:设置是否排除满足筛选条件的数据。 | |
日期范围 | 通过输入开始日期及结束日期来进行数据的筛选。 单击此按钮打开参数下拉菜单,可选择已有的仪表板参数或者新建参数。 排除匹配项:设置是否排除满足筛选条件的数据。 | ||
相对日期 | 输入相对日期条件来进行数据的筛选。日期单位:年、季度、月、周、天。以年度为例:
- 若选择“去年”,当前年份为2018年,则去年代表2017年,数据的筛选结果为2017年整年的数据; - 若选择“今年”,当前年份为2018年,则今年代表2018年,数据的筛选结果为2018年整年的数据; - 若选择“明年”,当年年份为2018年,则明年代表2019年,数据的筛选结果为2019年整年的数据; - 若选择“过去X年”,当前年份为2018年,选择过去3年,过去3年为2016、2017及2018年,数据的筛选结果为2016、2017及2018年3年的数据; - 若选择“未来X年”,当前年份为2018年,选择未来3年,未来3年为2018、2019及2020年,数据的筛选结果为2018、2019及2020年3年的数据; - 若选择“今年截至到当天”,当前年份为2018年,日期为9月18日,数据的筛选结果为2018年1月1日到2018年9月18日的数据; - 若勾选了“基准日期”,填入基准日期,则相对日期的计算以输入的基准日期为准,如选择了“去年”,并勾选了“基准日期”,输入基准日期“2014年5月8日”,则去年代表2014年的去年,数据的筛选结果为2013年整年的数据。 - 若勾选"添加偏移", 则在最终设定的结果基础上添加偏移,支持向前或向后偏移。 单击此按钮打开参数下拉菜单,可选择已有的仪表板参数或者新建参数。 排除匹配项:设置是否排除满足筛选条件的数据。 |
每设置完一项后,单击应用或确定均可保存筛选条件。
4. 在添加过滤条件时也可以添加过滤组。
过滤组中可以包含多个过滤条件或者嵌套过滤组,并且过滤条件之间可以设置与或者或的关系。从而满足您各种应用场景的数据筛选分析的需求。
例如,可以添加如下的组合过滤器。
其含义为:支付方式为支付宝/微信或订单金额大于800,并且类别名称限定为调味品/点心/日用品和海鲜。
比如我们使用已经在仪表板参数中添加的“ 销售大区 ”参数来进行数据筛选过滤。
1. 在全局设置面板中找到全局筛选器设置项,单击右侧的“ + ”即可打开全局筛选器的设置窗口。
2. 选择全局筛选器作用的数据集。
3. 单击添加 按钮,添加筛选条件。
4. 设置筛选筛选字段,然后单击选择已有的参数“ 销售大区 ”来进行数据筛选,设置完成后单击确定保存设置。
5. 查看筛选效果,可见仪表板中使用该数据集的组件均按照参数值进行了过滤。
由于参数“ 销售大区 ”设置的默认值只有“ 西北 ”,因此过滤后仅剩余西北的数据。
如将参数的默认值增加一个“ 西南 ”,并且开启多值数据功能,如下图所示。
那么筛选后的结果则为: