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Cross-filtering for AI/BI dashboards

Ajay-Pandey
Esteemed Contributor III

AI/BI dashboards now support cross-filtering, which allows you to click on an element in one chart to filter and update related data in other charts.

Cross-filtering allows users to interactively explore relationships and patterns across multiple visualizations and understand how one metric affects another. When a dashboard viewer clicks on an element in one chart, all other charts based on the same dataset are automatically filtered on that value.

As a dashboard editor, you can set up cross-filtering by creating two or more charts based on the same dataset. The chart you expect viewers to click to select a filter value must be one of the following chart types:

  • Bar
  • Heatmap
  • Pie
  • Scatter

After selection, all other visualizations based on the same dataset will be automatically updated with filtered values.

 

cross-filter.gif

Ajay Kumar Pandey
3 REPLIES 3

SFDataEng
New Contributor III

Cross filtering is a nice feature for drilling into data.  Is there a location in the dashboard where currently active cross-filters are listed, so that the active cross-filters can be (1) seen and (2) cleared?

The following have been checked already:

- It seems that cross filters do not become listed in the "Filters" (funnel icon) section on the left
- "Filters" (funnel icon) section on the left does contain a heading for "Global filters", but apparently does not also show cross-filters when any are applied.

The question arises, since I have seen multiple savvy users become confused when a Databricks AI/BI dashboard has been inadvertently clicked, thus enabling a cross filter, resulting in (1) charts not showing all the expected data, (2) the user not knowing what happened, and (3) the user not knowing how to clear what they had done.  In these cases, the users knows something is wrong with how the dashboard data looks, but does not know what to do.

It is important for Databricks AI/BI Dashboard uses to:

1. Be unambiguously aware of whether any cross-filters have been applied.
2. Be able to see what cross-filters exactly have been applied.
3. Be able to clear any active cross filters.

To elaborate,

1. Problem: Simply somewhat changing lightness/darkness in the chart containing the item that has been clicked to filter has insufficient discoverability, since this feedback mechanism alone requires a) scrolling and checking the whole dashboard for anything that has been "clicked", and also b) being able to perceive this state.
2. Proposed solution: A readable, enumerated list (even if of length one) in a consistent location could be ideal, e.g. in the "filters" (funnel icon) section at the left.

It is possible that the solution already exists.  If anyone could please comment, I would be most delighted to learn more.  Thanks.

What do you think about something like this https://youtu.be/MXnHN7onU1Y?si=Pxp0_T0UHcXpSNUy&t=118 where the first couple values are shown on the dashboard (without having to open the filter control to see them) but then if you select too many what is shown instead is "4 of 75" which both tells you several filters are in effect and also signals to you how many.

Learn how to add the content you created (for example, a chart) to a page using WebFOCUS Designer.

SFDataEng
New Contributor III

Yes, something like that could do. Reflections on the video/concept/comment are below.

Summary:

Option 1: Upon adding a cross-filter, it could work to add a short, top horizontal bar of cross-filters (which expands vertically if there are more than fit in a single-row height, or less ideally, scrollable/paginated or, even less ideally, with an info-tip directing the user to Filters panel to see "all").

Option 2: Add Cross Filters section to Filters (left) panel, and, critically, also pop-open the filters panel upon adding a new Cross Filter to make it obvious what happened and how/where to clear/adjust the (cross) filter if needed.

Option 3: Add a small red/obvious icon with number of Cross filters active to the Filter tab graphic (and list the Cross Filters in Filters Panel, above the Global Filters and in a similar style -- either as actual filter controls, or, more simply, deletable "filter bubbles" of what "is applied based on the dashboard clicks").

Perspective:

- Personally I think somehow accommdating all the active cross filters in a list would be ideal. If there truly are 75 **active** cross filters, and only horizontal space for 4, then I would grow that top horizontal bar to be the height of 18 rows of dismissable filter "bubbles/cells/controls". That preserves the abilty to read them all without having to remember which ones one has scrolled through. That preserves the ability to capture (screenshot/export/maybe-even-email) the report as-is, showing its filter state. If that is too tall for the Dashboard page, then all one needs to do is scroll down on the page to see the dashboard contents. A tall container housing 75 active Cross Filters ideally ought to be "collapsible" or "expandable to its maximum allowed height" using some visible toggle in its bottom-right, which otherwise might be the full natural height required without any scrolling.

Essay:

# Top bar concept

Yes, personally, I would be ok with putting cross filters along a narrow topbar that shows up when any cross-filters become active. The ability to X-out any such "bubble" or "cell" for an applied cross-filter would be welcome.

I understand this could be viewed as mixed design language or at least a deviation from "putting the filters in the Filter pane".

# On the existing Left Filter Panel concept

As you suggest, not having to open the Filter Panel might be integral to some dashboard interaction that utilizes cross filters. In particular, if opening the Filter Panel causes a dashboard to reflow or significantly adjust dimensions, then dashboard interaction without the Filter Panel might be especially desirable.

At the same time, the obviousnes of applied cross filters is important enough to warrant far more than a simple (and hypothetical) "small red icon" with number of applied (cross) filters on the Filter panel tab, for another example possibility.

Indeed, the simplest way is to build a "collection" of "applied cross filters" in some box. Along the top, or along the side are customary locations (left side for Filters in Databricks AI/BI Dashboard).

Automatically popping open the Filters pane and showing not only the Global Filters but also the newly-applied Cross Filter (since there will necessarily be at least one if the Filters pane pops open by itself) could be a spatially consistent way to make it very clear "something has happened", "what has happened", and "what other options there are" (clear certain filters; add more filters). Collapsing the Filters Pane without clearing any filters could of course restore the original dimensions while keeping the Cross Filter active, just as is possible with the Global Filters already.

If the "collection of applied cross filters" exceeds the visible space, then the height of the cross-filter top horizontal bar ought to grow just by how much space is needed, to fit the additional entries (even if there are many). This expansion is preferred over a scrollable (or, less preferred, but, if necessary, a paginated container), since, this way, all active "cross filters" are painted/visible at once, and could thus be screenshotted/exported in full view.

My original view was that a vertical list of cross filters in a left panel might be more "intuitive" for building up a list of filters when contrasted with a horizontal top-bar list, simply because the left-panel concept is aleady used for Global Filters, and a vertical list seems more space-compact for a list of items that might contain a few words. However, a short, horizontal topbar could theoretically show 1-5 filters fairly neatly, which might accommodate most cross-filter use cases, and, as you say, some "n of m" text might be used to indicate how many are shown and if there are more, ideally/hopefully with a way to expand or reveal or get to the rest (even a tooltip to "See the rest in Filter panel" might do).

Also, in my view, if the user clicks Dashboard/Visualization elements, thus causing cross-filtering to be applied, then the user should NOT necessarily have to actively have the Filter Pane visible in order see 1) that there are any active cross filters, 2) which cross filters they are, and 3) how to clear (all or specific) cross-filters. If direct dashboard interaction begets direct dashboard interaction, then the top-cross-filter-bubbles seems like a way to spell this out.

To restate this last point, in my opinion, if the Filters Pane (housing Global Filters) wasn't used/needed to get there (to arrive at the cross-filtered state), then the Filters Pane (housing Global Filters) really should not be strictly necessary in order to remove those cross-filters that had been applied in an intuitive, different method. (Of course, there is a way currently by clicking the orignally clicked element, or the background, but arguably these are not very discoverable/obvious/informative/fine-grained controls.)

Thus, this does suggest placing an "active cross filters" list somewhere *other than* the Filters Pane. Or, actively popping open the Filters Pane to reveal what has happened and what actions can be taken on cross-filters, to keep all Filters collected "in space" in the same control box (increasing simplicity, while introducing the potentially "jarring"--even if informative-- action of the filter Pane pop-open.

# Conclusion

So, overall yes. I would be ok with any very simple approach to get started. Seems there are some options that come to mind. Databricks has great visual design, it is in good hands!

Inspiration from Superset and Tableau can be used... liberally.