Control What You See on a Tile

Restrict how much data a visual shows, regardless of the filters a reader selects on the report.

More often than not, you want to limit what a visual displays. For example, a tile might only show:

For each customer, the order total in the current financial year
Net sales in the last 3 months

The goal is to restrict the insight on a tile to the use case at hand. This page covers how to add those filters.

Adding Filters to Restrict Data

Say you have a visual showing sales by state, and you only want sales for the USA and Australia, since 1 January 2005.

Before: sales for all states of all countries.

Step 1: Open the Filter for an Attribute

Find the country attribute in the attribute pane and click the filter icon next to it.

Step 2: Choose a Filter Type

PersivX offers different filter types depending on the data in the column. Here we want is one of — the SQL IN clause, if you think in those terms.

Step 3: Provide the Filter Values

We only want data belonging to the USA and Australia, so the filter value is USA,Australia. Once added, don't forget to update the chart.

Step 4: Add a Date Filter

Repeat steps 2 and 3 on the orderDate field from the orders table. Choose the filter type greater than or equal to with the value 01-01-2005.

ℹ️ Multiple Filters You can filter as many columns as you like, and add several filters to the same column. To show sales between 1 January 2005 and 1 April 2005, add a second condition on orderDate with the + icon.

Two filter conditions on the same column

Search Boxes on a Visual

Separate from the filters above, which a builder configures, two visual types carry a search box readers can use directly.

Filtering Bars on a Bar Chart

The magnifying-glass icon on a bar chart opens a Filter bars… box. Type into it and the chart narrows to the bars whose category label matches, which is the quickest way through a chart with more categories than fit comfortably on screen.

Searching a Table

Tables have the equivalent — a Search table… box that matches across every column at once — plus an optional per-column search row. See Working with Tables.

ℹ️ These Narrow, They Don't Replace A search box filters what is already loaded on that visual, on top of any filters already applied. It doesn't bypass a tile filter, a filter component, or row-level security.

Fixing an Incorrect Column Type

Not seeing the filter type you expected? Check that the auto-detected column type is correct. If it isn't, you can tell PersivX what type to assume.

Step 1: Click the Data Type

Click the data type shown next to the column name.

PersivX is showing filter options as though orderDate were alphanumeric rather than a date. This can happen because of how the database is set up, or how the values are stored in the column. Either way, it can be handled gracefully.

The column type indicator beside a column name

Step 2: Override the Column Type

Set the type to the one you expect and click Save.

Step 3: Re-apply the Filter

Click the filter icon twice — once to remove the existing filter, and again to add it back based on the corrected column type.

Correct filter options after the type override

With the column type overridden, PersivX now offers the correct filter options to work with.

⚠️ If the Tile Fails to Load Make sure the data stored in the column can actually be read as the type you overrode it to. For example, if orderDate contains a value like "PersivX" and you override the column to Date, the chart will fail to load — "PersivX" is not a date, but you have forced it to be treated as one.