Applying Page Filters

Applying Page Filters


In this video, we’re going
to talk about page filters. Page filters provide you a means
of filtering multiple cards simultaneously on
all of your pages, with the exception of
the three default pages, Overview, Favorites, and Alerts. If you expand the
Page Options menu, you can turn on or
off page filters. Now, page filters are
a significant tool for the analyst
in that they allow you to apply filters to multiple
cards on a page simultaneously. They even allow you to apply
filters to multiple cards, even if those cards are
attached to different data sets. For example, on
this particular page I have three different
cards, each of which is attached to a
different data set. If I wish to filter
these cards, I first begin by choosing the data set. In this case, I’m going to
choose this Health Care data set. Then I choose the
filter I want to apply. So maybe I am only interested
in procedure dates that align with these particular dates. Notice the Health Care card
now has a little Filter icon to indicate that it
has been filtered. What if I want to filter
this first Large Hero card? Not a problem. I just choose its data set
and then apply a filter. So maybe I only want to look
at the Sleeping Bag product. Again, you’ll notice the Filter
icon in the upper left hand corner of the card indicates
that this card is also being filtered. Now, what’s really nice about
this filtering mechanism is that it is independent
of other users. So I could work in the
filtering mechanism as an editor or a privileged
user, and so can a colleague and we won’t step on
each other’s toes. Now, having said that,
what if you apply a filter and you want to make sure
it stays the next time you log into your
instance of Domo? If you want to do
that, you want to make sure you choose this option
here, Save Filters to Page. If you do not choose this
option, when you navigate away your filters will disappear. I’ll show you what I mean. I’m just going to
click to another page. Go back to that original page. And notice my filters are gone. So if I do in fact
want to make sure they stick, then I want to make
sure I save filters to page. Now, what if I want to do that? I don’t want to have to come in
and reconstruct these filters all the time because
I frequently use them, but I occasionally
want to turn them off to kind of have an
unfiltered view. That’s not a problem. This particular mechanism
can be toggled on and off. So if you go back
to the Wrench menu in the upper right hand
corner, I could actually turn off the page filters. Now, the beautiful thing is, I
could turn them right back on and the settings are retained. I don’t have to go back
and reconstruct them. So notice I will go ahead
and turn them back on. And my filters have remained. Another thing about the page
filters is they’re sticky, so they will follow you. So for example, if I click on
this Primary Sales data card, it takes me to the
Detailed Card view. Notice the filter followed me. OK? So it’s a sticky filter, so it’s
nice and easy and convenient that way. So that is a good summary of the
Page Filter mechanism for you.

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