Filtering data using legends

With large datasets, a visual may become very crowded, making it hard to understand what graphical elements represent. In CDP Data Visualization, you can easily filter on a particular element in the legend.

Data Vizualization legends are interactive. In View mode, you can easily find an element, by either hovering over an element, or by clicking to filter on a particular element. See Making Visuals Interactive with Legends.

In dashboard Edit mode, you can filter on a particular element in the legend. You can also test the behavior of the filter before viewing the filter results in View mode.

The following procedure shows you how to filter a visual from a legend.

  1. Open an existing dashboard in Edit mode.

    In this example, the Cereal Manufacture Code dashboard with the Enable Filter on Click visual is used.

  2. Make sure that the visual displays the legend. Follow the steps outlined in Changing Legend Style and Removing the Legend to turn it on.
  3. Switch to the Filters tab and create a custom filter in the filter area of the application. We added manufacture code filter.

    The manufacture code is currently filtering on the letter K.

  4. Hover over option G in the legend and right click to open a dropdown menu.

    Enable Filter on Click is selected by default.

  5. Click Test Click Behavior to verify if click behaviour is working on the filter.

    The manufacture code filter changes to letter G.

    Testing Click Behavior on a Filter
  6. Click View to see Enable Filter on Click behavior on one of the legend options.

    The visual is now filtered on manufacture code G.

    Displaying results of the 'G' filter in view mode