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Configuring Controls

Overview​

Controls are essential tools for filtering and refining data in your reports. They enable interactive data exploration and focused analysis through various filtering mechanisms.

Getting Started​

Before configuring controls, ensure you have:

  • A dataset with appropriate fields for filtering
  • Charts added to your report
  • Clear understanding of filtering requirements

Business Value​

  • Enable interactive data exploration
  • Provide focused analysis capabilities
  • Allow dynamic report customization

Control Types​

Date Range Control​

Configure time-based filtering:

  • Control Title: Set meaningful name
  • Dataset: Select data source
  • Field: Choose date column
  • Start/End Dates: Set boundaries

Enable categorical filtering:

  • Control Title: Name your control
  • Dataset: Choose source data
  • Field: Select category column
  • Values: Define available options
Dropdown Control
Dropdown control configuration settings

Range Slider Control​

Configure numerical range filtering:

  • Control Title: Set descriptive name
  • Dataset: Select data source
  • Field: Choose numeric column
  • Min/Max Values: Set boundaries
Range Slider Control
Range slider control configuration options

Advanced Features​

Chart Linking​

  • Select affected charts
  • Configure update behavior
  • Set default selections

Control Interaction​

  • Multiple control coordination
  • Dynamic value updates
  • Reset capabilities

Example Use Cases​

Sales Period Analysis​

  • Control: Date Range
  • Field: Transaction Date
  • Charts: Revenue, Orders
  • Purpose: Quarterly performance tracking

Product Category Filtering​

  • Control: Dropdown
  • Field: Category
  • Charts: Sales, Inventory
  • Purpose: Category-specific analysis

Price Range Filtering​

  • Control: Range Slider
  • Field: Price
  • Charts: Products, Revenue
  • Purpose: Price-based analysis