Skip to main content

Configuring Dropdown Controls

Overview​

Dropdown Controls are essential tools for filtering data within reports based on user-selected values. They provide an intuitive way to refine visualizations and focus on specific aspects of your data.

Getting Started​

Before configuring a Dropdown Control, ensure you have:

  • A dataset with categorical or numerical data
  • Charts added to your report
  • Clear understanding of filtering needs

Business Value​

  • Target specific data segments
  • Enhance report interactivity
  • Optimize insight generation
Dropdown Control Overview
Example of a dropdown control in action

Control Configuration​

Basic Configuration​

  • Control Title: Set meaningful name
  • Dataset: Select data source
  • Charts: Choose affected visualizations

Field Configuration​

  • Select Field: Choose column for filtering
  • Choose Values: Define available options
  • Set Default: Configure initial selection
Field Configuration
Field and value configuration options

Advanced Features​

Chart Linking​

  • Select target charts
  • Configure update behavior
  • Set interaction rules

Value Management​

  • Filter available values
  • Set multiple selection options
  • Configure sorting order

Example Use Cases​

Product Category Analysis​

  • Control Title: Product Category Filter
  • Field: Product Category
  • Charts: Revenue, Profit
  • Purpose: Category performance analysis

Regional Performance​

  • Control Title: Region Filter
  • Field: Region
  • Charts: Campaign metrics
  • Purpose: Geographic analysis

Best Practices​

Naming Conventions​

  • Use clear, descriptive titles
  • Indicate filter purpose
  • Maintain consistency

Value Selection​

  • Include relevant options
  • Consider default selections
  • Organize logically

Chart Integration​

  • Link related visualizations
  • Enable multi-chart filtering
  • Ensure consistent behavior