Let's say that a company wants to visualise on the same page a time series that pins the sales figures, marketing budget and weather data for one month, to monitor the relationships. The three datasets might come from three unrelated sources. In Omniscope Evo application there is no need to merge/ append the sources before the visualisation phase. User can feed them directly into the Report block, then for each individual chart pick a dataset from the list - see Chart > Data menu.
The user can then refine further the exact data subset by picking one of the configuration options (Chart settings >Query) - all weather/ marketing/ sales or just March, product A. The options are:
- All data (the whole dataset, as per last input block)
- Filtered data (subset of 'all data' e.g. Country = "Italy", Value > 100)
- Selected data (a chart can be set to display details of the selection on another chart e.g. line view showing some information about the slice of a pie chart. Both charts will have to be pointed to the same input dataset.
- 'Read-only' query (works on a single tab or on multiple tabs e.g. all female customers, aged 35-45. The aim is to create a static data segment that can be easily accessed from different charts in the report.
- 'Dynamic query' is a method to remotely set filter states on multiple tabs, by controlling filters on one of them (this query is 'live' and interaction with the exposed query devices will cause mirroring of filter state on the linked tabs e.g. if Country="UK" is selected on the 1st tab, this state will appear on other tabs, avoiding the need to manually 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 add one or more filtering devices to a tab - drag the Filter from the chart picker (+ button) and position it on the tab. Expand to configure the fields on which the recipient can filter, as well as the filter type (see field filter settings).
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 the 'Filter IN' - the default query choice (click on the bin button).
This chart will now show all data from the selected input, regardless of 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 activity.
3. Selected data
When this option is ticked the chart will remain empty until a selection is made in a chart on the same tab, that is pointing to the same dataset. Worth remembering (if you see a dashboard with a blank chart) - to place a note next to it or in the chart title, indicating that it requires selection to be made.
4. 'Read-only' query data
- open a Filter device and expand options for the dataset you wish to use in a query.
- make filter choices to create a static query (Country = "Italy", Value>100)
- Click on the '+ Query' button and give your query a name, also specify 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 ( filter behaviour influencing multiple tabs)
- Open the Filters devices and expand the fields in the main dataset, which query will be based on.
- make filter value choices
- add a new query by clicking on the "+ Query"
- In the Report Data settings make sure 'read only' option is not ticked
What happens when your chart is pointed to 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 a '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 / 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 may have a choice between the fields that appear in multiple datasources, also in 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 effects on your tab, so worth re-naming them (from the little settings cog next to an 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 - try to avoid conflicts.
7. Inverted state of the filter/selection
Available as the last option from the Chart settings - will point a chart to the inverted universe in relation to the filter choices e.g if the filter choice = A, the chart will exclude A records from the subset and visualise B, C, D etc.
Troubleshooting - Dynamic query ( filter settings on one tab having effect on multiple tabs)
This will require several steps, but you'll love the effects. In case the results are not what you expected - please check the list below, to make sure you haven't missed a step: