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type=info
提示
在标准分析模式下,上方整条工具栏隐藏。因此本页讲述的功能也就不可用了。
系统默认为标准分析模式。
如需了解模式,请见标准分析模式&高级分析模式。
在使用仪表板时,经常需要通过数据筛选功能来查看更准确和粒度更细微的数据。
有时我们需要反复查看某些固定的筛选结果,比如经常要查看仪表板上东北和西北两个大区的销售情况。如果每次查看都需要再进行一次筛选操作,则会感觉有些繁琐。
系统 为了满足此类需求,特提供了保存数据筛选视图的功能。
您可以将当下做好的数据筛选保存为视图,之后则可以直接选择视图进行查看,如下图所示。
type=info
提示
保存数据筛选视图的功能仅在仪表板正式运行时可用,在设计器中预览仪表板时不可以使用。
1. 在仪表板中做好数据筛选操作,比如使用数据筛选组件筛选。
2. 单击上方的筛选器视图按钮,展开下拉列表后选择保存当前视图。
3. 输入名称并保存视图。
4. 之后,预览仪表板时即可通过已保存的筛选视图直接预览之前预设的筛选设置。
选择管理视图。
在管理窗口可修改已有视图的名称,或者删除已保存的视图。完成操作后,单击“ 确定 ”按钮才可生效。
在仪表板中可以进行多种数据筛选性质的操作,比如使用筛选器组件筛选、在组件中添加数据筛选器、保留、排除、排名筛选等等 。
但并不是所有的筛选操作都可以保存为视图,下面为您列出可以保存为视图的筛选操作。
1. 使用数据筛选器组件做的数据筛选,如本文示例中使用的筛选组件。
2. 保留 或排除操作做的数据筛选。
3. 组件的数据筛选。
4. 仪表板中添加的全局筛选器。有关仪表板数据筛选器的介绍,请参见仪表板全局数据筛选器。
除以上四类操作之外,其他的数据筛选操作不可保存为固定视图。
注意
保存的筛选视图仅在同一个用户,同一个文件并且使用同一浏览器时生效。