One of the recent new features in Qlik Sense is the ability to add filters to charts, filters that applies only to the chart they are included in, not other charts. So far this is only available n Qlik Sense Clod. (Help is available here)
It has always been possible to filter data in a chart, but setting it up has been more complicated. The new feature makes it much easier and more straightforward, so it is surely a feature that will be welcomed.
Setting it up
To try this I’ll use a copy of the Demo App – Beginner’s tutorial that’s available in QlikSense Cloud If you want to follow along, open it in Qlik Sense Cloud and then make a copy of the sheet ‘ Product details’. Then click on ‘Edit sheet’ in your new sheet.
The filter option is only available in the new authoring mode, so make sure you’r not in the old one (called ‘Advanced options’). I’ll be using the chart ‘Sales and margin by Product Group’ but since that is actually a master object, and you can’t use the new authoring mode on master objects, I’ll firts have to unlink it, to make it no longer a master object. Once that is done, we’re ready to go.
Adding a filter
Filters are based on Qlik set expressions, but do not fear, there is help available to create the expressions. To add filters you use this little area:
First step is to enter the field namn (no, you cannot use dimensions). Do that, either by clicking Add and then searching for the field namn or by dragging and dropping the ‘Region’ field and you get a dialog like this:
Just select one or more regions and we are done:
To verify that it works, end edit mode and make some selections in the region field. Notice how the values in the other charts change, but not the values in our filtered chart, they will still be showing the values in the reion(s) we set in the filter (in my case Nordic). So far so good.
What does the filter affect??
But exactly what does the filter affect? It surely affects the data in the chart itself, but what about other expressions, like dynamic titles etc? Let’s try. Change the title of the chart to (you will probably need Advancd options for this):
=’Sales and Margin by Product Group. Total: ‘ & Sum(Sales)
And now you will have a sum added to your chart title. Switch to analysis mode again, and make some selections in the Region field. Notice that the sum in the title changes, so the filter does not affect the title.
The filter will only affect chart data, not dynamic titles etc. That’s important to be aware of if you are using dynamic titles.
Displaying the filter to users
As you might have noticed Qlik Sense shows the filter at the bottom of the visualization. That works pretty well in this case, but in many Qlik data models you have flags with name that are not so user friendly, or you might have fieldnames with prefixes or more cmplicated filters. If that is the case you can enter your own describing text as a footnote to the chart, like this:
And you will get your own text instead of the default one:
Behind the scenes
If you take a look at the properties of your visualization (I use my own Chrome extension for this) you can find your filters in their own structure:
Using this structure Qlik Sense then generates the actual set expression (qContextSetExpression) that is used: