Quick Filter to Change Value in a Chart

bdetcher
bdetcher Contributor
in Charting

Does anyone know if its possible to have a Quick Filter change the value column of a chart?  

 

Example:  If I have a card built showing sales dollars by region for the year, and the user wants to see margins instead, is there a quick filter type option that could change out the Y Values so we wouldn't have to change/create charts?  We would want to define the Y Filters and only allow one at a time.  

Best Answers

  • PodiumMason
    PodiumMason Contributor
    Answer ✓

    Hey @bdetcher!

     

    I don't know if there's a way to do this by changing the y-axis directly. 

     

    One workaround that came to mind here would be to create a stacked or grouped bar with both sales and margins as grouped y-axis values. Then the user could just filter down to only see the sales or margins. Same basic functionality, but filters aren't on the values themselves, they'd be on the bar categories.

     

    Hope this is helpful!

    **Say 'Thanks' by clicking the thumbs up in the post that helped you.
    **Please mark the post that solves your problem as 'Accepted Solution'
  • ST_-Superman-_
    ST_-Superman-_ Coach
    Answer ✓

    You can accomplish this in a dataflow.

     

    You first need to collapse your columns down first.  The idea is to change the data set from something that looks like Table A to Table B:1.png

     

     

    You can then use the Value field as the y-axis and apply a quick filter on Type.

     

    Let me know if you would like help with the data transform.


    “There is a superhero in all of us, we just need the courage to put on the cape.” -Superman
  • bdetcher
    bdetcher Contributor
    Answer ✓

    @ST_-Superman-_ - The dataflow makes sense.  Just means I would have to create another Sales Dataset and re-setup PDP if I want to use a chart like this.  We have other statistics that we would want to incorporate into the Value Column such as Quantity and Weight as well that would also need to come over.  Also would need amounts broken out by dates/periods as well to make this work.  

Answers

  • PodiumMason
    PodiumMason Contributor
    Answer ✓

    Hey @bdetcher!

     

    I don't know if there's a way to do this by changing the y-axis directly. 

     

    One workaround that came to mind here would be to create a stacked or grouped bar with both sales and margins as grouped y-axis values. Then the user could just filter down to only see the sales or margins. Same basic functionality, but filters aren't on the values themselves, they'd be on the bar categories.

     

    Hope this is helpful!

    **Say 'Thanks' by clicking the thumbs up in the post that helped you.
    **Please mark the post that solves your problem as 'Accepted Solution'
  • ST_-Superman-_
    ST_-Superman-_ Coach
    Answer ✓

    You can accomplish this in a dataflow.

     

    You first need to collapse your columns down first.  The idea is to change the data set from something that looks like Table A to Table B:1.png

     

     

    You can then use the Value field as the y-axis and apply a quick filter on Type.

     

    Let me know if you would like help with the data transform.


    “There is a superhero in all of us, we just need the courage to put on the cape.” -Superman
  • bdetcher
    bdetcher Contributor
    Answer ✓

    @ST_-Superman-_ - The dataflow makes sense.  Just means I would have to create another Sales Dataset and re-setup PDP if I want to use a chart like this.  We have other statistics that we would want to incorporate into the Value Column such as Quantity and Weight as well that would also need to come over.  Also would need amounts broken out by dates/periods as well to make this work.  

  • ST_-Superman-_
    ST_-Superman-_ Coach

    In that case, it would probably be simpler to create separate cards for each of the metrics.  But if it needs to be on the same card, and controlled by a quick filter then it's going to get very complicated.

     

     


    “There is a superhero in all of us, we just need the courage to put on the cape.” -Superman
  • AS
    AS Coach

    Great ideas here.

    You might also inquire with Domo about "stacker" if you haven't already.  It can provide the flexibility you're looking for.

    Aaron
    MajorDomo @ Merit Medical

    **Say "Thanks" by clicking the heart in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"
This discussion has been closed.

Categories