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Multi-source dropdown filter

Posted9 October 2024
Updated16 December 2024
ByAmy Dermody
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The Multi-Source Dropdown Filter in Sintel BI allows users to create dynamic, interactive filters that can pull data from multiple sources. This component enhances the interactivity of your dashboards by allowing users to filter various data views simultaneously. By using this filter, you can provide a streamlined and intuitive way for users to refine their data visualisations according to specific criteria.

1. Adding the Filter

To add the Multi-Source Dropdown Filter to your dashboard:

Drag and drop the filter component onto your desired location in the dashboard. Resize it to fit within your layout.

2. Configuring the Filter

Once added, you can configure the following options from the properties panel on the right:

– Basic Settings

Title: Give your filter a descriptive title (e.g., “Select Region”).

Subtitle: Provide an optional subtitle for additional context (e.g., “Filter by geographical area”).

Description: Add more detailed text if needed (e.g., “Choose a region to view sales data.”).

Icon: Select an icon that visually represents the filter’s purpose.
Title Alignment: Choose whether the title is left, centre, or right aligned.

– Additional Settings

Label: Assign a label to your filter for clarity (e.g., “Region Filter”).

Read-Only: Set the filter as read-only if you want users to view but not change the selection.

Hidden: Optionally, you can choose to hide the filter from the dashboard while still using it in your logic.

3. Data Source Configuration

Select Data Source: Choose the relevant data source that contains the data you wish to filter.

Select Columns: From the chosen data source, select multiple columns that you want to use as filter criteria. This enables users to filter based on various aspects of the data (e.g., by country, region, or product category).

4. Components Impacted by the Filter

Select Components: Specify which dashboard components will be impacted by this filter. This allows for a cohesive data experience where changes in the filter update relevant charts, tables, or other visualisations accordingly.

5. Setting Default Value

You can also set a default value for the filter. This is useful for pre-selecting a specific criterion that you want the dashboard to show initially when users first access it.

Benefits of the Multi-Source Dropdown Filter

  1. Enhanced User Experience: Users can interactively filter data, making it easier to find the specific insights they are looking for without overwhelming them with too much information at once.
  2. Efficiency in Data Analysis: By allowing the selection of multiple columns, users can apply complex filters that cater to their specific analysis needs, streamlining the decision-making process.
  3. Dynamic Visualisation: The ability to connect the filter to various dashboard components ensures that all relevant data visualisations update in real-time based on the user’s selections, providing a comprehensive view of the data.
  4. Centralised Data Management: Combining multiple sources into one filter allows for more effective data management and analysis, as users can pull from diverse datasets without navigating away from the dashboard.
  5. Customisation: The filter can be tailored with labels, icons, and default values, making it adaptable to various dashboard themes and purposes.

Conclusion

The Multi-Source Dropdown Filter is a powerful tool that enhances the interactivity and functionality of your Sintel BI dashboards. By following the setup instructions, you can easily integrate this component into your reports, allowing users to filter data dynamically and efficiently. With its numerous benefits, including improved user experience and streamlined data analysis, the Multi-Source Dropdown Filter is an essential addition to your dashboard toolkit.

Feel free to experiment with the settings to find the best configuration for your specific reporting needs!

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