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Pentaho Documentation

Use Filters to Explore Your Data

Filtering is an important tool for exploring and analyzing data when inspecting your data.

You can explore your data in the inspection canvas by applying filters and then viewing the results in the visualization. Add multiple filters to further refine your data set. See Filter Functions for a list of filtering options.

Depending upon the view (Stream or Model), you can filter data in a visualization by drilling down, keeping or excluding certain values, and by using additional functions or filters. Filtering selections made using the filters action menu are not editable, while selections made by dragging fields from the Available Fields list into the Filters panel can be edited, as described in the sections below.

When switching from Model View to Stream View, all selected fields and filters will be cleared.

Keep or Exclude Selected Data in Your Visualization

In Stream or Model view, you can select a single data point to keep only that selected data, or to exclude the selected data from your visualization.

  • To keep only or exclude a single data point, click a data point, axis label, or legend in your visualization. A filters action menu displays.

Filter popup menu.png

Click the Exclude or Keep Only option. The visualization updates your view and the Filters panel displays the filtered data point.

Filter updates data.png

  • To keep only or exclude multiple data points, press the <CTRL> key while clicking additional data points, axis labels, or legend in your visualization. Release the <CTRL> key to display the filters action menu.

Filter popup exclude.png

Click the Exclude or Keep Only option. The visualization updates your view and the Filters panel displays the filtered data points.

Filtered data displays.png

Exclude and Keep Only are not available for the Flat Table or the Pivot Table.

Move a Field into the Filters Panel

In Stream or Model view, you can drag fields from the Available Fields panel into the Filters panel and then define filters.

  • Drag a field into the Filters panel, and then from the interactive filters menu, make your selections to apply the filter to a visualization.

Filters panel.png

Remove a Filter from the Filters Panel

Hover over the field in the Filters panel and click the Close button (X on the top right corner). 

Filter Examples

Below are examples of working with filters in Stream and Model views.

Work with Filters in Stream View

In Stream View, drag a field from the Available Fields panel to the Filters panel to apply a filter to a flat table or other visualization.

In this example, you want to remove undefined zip codes from a data set using the Null filter. From the available fields list, drag the ‘POSTALCODE’ field to the Filters panel.

PDI_DET_NullFIlterExample_MovePostalCode.png

When you drop the field in the Filters panel, the filter menu automatically displays. Use the menu to modify the filter to exclude the data where postal codes are missing.

PDI_DET_NullFilterExample_FilterMenu.png

When the filter is applied, the table updates and any row that was missing a zip code has been removed.

Work with Filters in Model View

In Model View, you can double-click on an area in a visualization, such as a column in a graph or a slice in a pie chart, to drill-down into the data. When you drill-down, you automatically apply filters according to the hierarchical field structure, replacing the parent with the child in the associated drop zone. The filter used for the drill down is added to the Filters panel and the visualization is updated accordingly.

Drill Down into Your Visualization

When you click a data point in a visualization, a filters action menu with three options may display, as shown in the Pie chart visualization, below:

Filter popup Model View.png

  • To drill down into the next layer of dimensional data, double-click a data point, axis label, or legend.
  • Alternatively, click a data point in a visualization and then select Drill down
  • When a data point has more than one dimension, you can select what dimension to drill down to from the menu.

Drill down is not available for the Flat Table or the Pivot Table.

In this example, you want to drill down into the geography fields in your area chart. Specifically, you want to explore motorcycle sales data for North America (NA) geography field.

PDI_DET_ModelDrillDownFilter_Territory.png

The chart updates to break down the motorcycles sales data by ‘COUNTRY’ for the 'NA' territory.

PDI_DET territory drilldown.png

In this example, you want to drill down into the geography fields in your pivot table. Specifically, you want to explore motorcycle sales data for North America (NA) geography field.

PDI_DET_PivotTable_DrillDownFilter_Territory.png

The pivot table updates to break down the motorcycles sales data by ‘COUNTRY’ for the NA territory.

PDI_DET_PivotTable_DrillDownFilter_Country.png