Omniscope Evo allows users to connect multiple data sources to every report and visualise them in the same interface.
Further to that, there are multiple configuration options to control whether a chart represents
- All data (the whole dataset)
- Filtered data (subset of 'all data' e.g. Country = "Italy", Value > 100)
- Selected data (a chart can be set to display selection of another chart e.g. bar showing some information about slice of a pie. Both charts will have to be pointed to the same dataset)
- 'Read-only' query data (either query that works on a single tab or on multiple tabs e.g. all female customers, aged 35-45, making it easy to point any chart to this segment)
- Dynamic query (this query is 'live' and interaction with exposed query devices will cause mirrored filter state on linked tabs e.g. if Country="UK" is selected on the 1st tab, this state can be linked and affect filter state on other tabs, avoiding the need to pick the same choice on multiple tabs, or even have filter devices taking up screen space)
- Intersection of multiple options above (by adding them in the Query section of the chart settings - see image)
- Inverted state of the filter/selection
To point a visualisation to a particular data subset expand the Query section in the Chart Settings to access the filter/query options.
1. All data
Open the Chart settings by clicking on the chart expand button, or on the Chart settings button on the right hand corner.
In the Query section delete (bin button) the 'Filter IN' default query choice.
This chart will now show all data, regardless on the filtering and selection activity around it.
2. Filtered data
No need to do much - this is a default, meaning the chart will show all data until a choice is made in the filter devices or selection.
3. Selected data
When this option is ticked in the Chart settings the chart will remain empty until a selection is made on a chart on the same tab, that is pointing to the same dataset. Worth remembering if you see a dashboard with a blank chart - remember to place a note next to it (perhaps the chart title) indicating that it requires selection to be made.
4. 'Read-only' query data
- open the Filter devices and expand options for dataset you wish to use for a query.
- make filter choices to create the static query (Country = "Italy", Value>100)
- Click on the '+ Query' button and give your query a name, also tick if you want it to work across multiple tabs
- in the Report Settings (cog in the right-hand corner), on the Global tab, find your named query under the name of the dataset it's based on and make sure option 'Read only' is ticked (see image)
- in addition to this, you may wish to tick 'ignore reset' option, which will make the query totally static, and non-responsive to filtering and move/keep interaction on the page
Note - you can also do this in reverse order: start creating queries from the Report Settings, then go to the Filter devices, open the field choices for the relevant queries, then determine filter settings for each one.
5. Dynamic query
- Open the Filters devices and expand the fields in the main dataset, that query will be based on.
- make filter choices
- add new query by clicking on the "+ Query"
- In the Report Data settings make sure 'read only' option is not ticked
What happens when you want your chart to use data from a read-only or a dynamic query?
In the Chart settings (the second screenshot) you can pick the query name and also decide whether to intersect it with the filtering/selection subset.
In case of 'read only' query you do not need to make any other arrangements - simply point the relevant charts to this query and they will always represent the 'canned' data segment. Should you decide to make changes to this query, you will have to unlock it first (from the Report settings), make changes in the Filters devices, then tick again the 'read only' option.
If you wanted to activate a dynamic query you will need to expose the filter devices belonging to this query, on one or multiple tabs.
Open the Filter devices and navigate to the Query name by expanding the options under the main dataset name. Note - if you have multiple sources connected to the same repot, you may have to click on the individual data source names to expand/collapse them in order to get to your query and field level.
You can pick the fields that will shape the query and be reflected across the tabs, while making sure that relevant charts are pointed to this dynamic query.
Important: When deciding which filters to include on a particular tab you will have choice between fields that belong to multiple datasources, also to multiple queries, in which case you can expose deliberately or accidentally [Field A] in the main datasource next to the same [Field A] that belongs to a dynamic query. These will have different effect on your tab, so worth re-naming them (from the little settings cog next to individual field filter) to avoid confusion.
6. Intersection of multiple options above (by adding them in the Query section of the chart settings)
In the Chart Settings add multiple items, trying to avoid conflicts.
7. Inverted state of the filter/selection
Available as last option from the Chart settings, will point the chart to the inverted universe in relation to the filter choices e.g if the filter choice = A, it will exclude the choice from the subset and visualise B, C, D etc.