Filter Buttons Widget
Download: FilterButtons.zip
Version: 1.2
How to Install and Configure the Extension
Step 1 - Add The Plugin
Download the attachment and unzip the contents into your C:\Program Files\Sisense\PrismWeb\plugins\ folder. If you are using version 7.2 and higher unzip the contents into your C:\Program Files\Sisense\app\plugins\ folder. If the plugins folder doesn't exist, just create it. After those files have been unzipped there, you may also have to restart the web server. Now, when you create a new widget the "Filter Buttons" widget should show up in the list of options.
Step 2 - Create the your Buttons
On your dashboard, click the Create Widget button and select Advanced Configuration. Next, select the "Filter Buttons" option from the drop down list. You should see a panel on the left for you to add in some buttons. Click on the plus sign, then click on the function button.
Now in the widget editor, find the field you wish to use as the filter and click on the settings icon towards the right of the field. This settings menu should contain an option for Filter, which you can use to define how your filter works. You can add a single field to filter on, or you can add multiple comma separated filter fields.
Click the OK button when your filter is ready, and the button should show up in the widget editor. You can change the label and color of the button by using the design panel on the left. The label and color might not update until you add a new button or navigate back to the dashboard. The widget also offers the following design options:
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Filter Behavior
- Clear All Filters - Removes all existing dashboard filters, before adding the selection
- Add/Union - Leaves any other dashboard filters, and only adds the selection
- Alignment – This widget uses the popular flexbox CSS setting, so this property lets you adjust the justify-content CSS attribute.
References/Notes
- Only items added as filters through the formula window will be converted to buttons. Any aggregations or dimension lists without filters will be ignored.
Release Notes
- V1.0 (2017-10-25) – Initial release
- V1.1 (2018-01-19) - added scrolling when displaying too many buttons, added an undo option that will undo the filter selection if you click the same button twice
- V1.2 (2018-06-07) - added an underline for selected buttons
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I've started to use this plug-in as it meets a couple of our user cases requirements. What I haven't seen is a way to clear the selections once a button is used. Tried clicking on it again to clear but that doesn't work. Is there a way to clear these buttons without having to delete them in the dashboard filter panel? Tks
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I'm using this plugin to generate a list of keywords that will then filter a Column chart widget that shows the # of occurrences in the data set. Issue that I'm seeing is that when I click on the filter button (example below) the Column chart widget displays more than just one value. Also, the chart legend does not update to reflect the filter applied. Has anyone else seen this behavior and is there a fix for it? Tks
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This plugin looks really great! I have one question about the Filter Behavior - is there anyway to do something similar to 'Clear All Filters' but only clear the specific filter from this plugin?
What I am looking to do is to leave all my dashboard filters alone but would like the filter created in this plugin to reset itself when making a selection.
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Hello, I've made some changes so please download the latest version of the plugin (v1.1)
@Jose - Now if you click the same button twice, it will undo just the filter settings from that button. I also added an a scrollbar if you add too many buttons to display. Perhaps we will consider an auto-height option in the future. Regarding the legend, I'm seeing some different behavior on version Sisense version 7. When i click a filter button, my legends update to show only the selected members
@Todd - This plugin adds a new widget type, which allows you to add buttons to your dashboard. When you click on a button, it applies some preset filter(s) to your dashboard. Hope this helps
thanks,
-Takashi
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Tks Takashi for the changes to the plug-in. I'll install the new version and give it a try. I understand your comment with regards to version 7. Unfortunately, we had to roll back to a prior version after upgrading due to an identified issue in Version 7 that is being worked on by the development team. We will have to wait for that fix to be ready before we try upgrading again.
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Noticed an issue.
I created a widget with two buttons. When i select a button it changes the filter as expected, but when I select the same button a second time it removes all of the other filters I had in place. The only filter that is left on the right panel is the one that is tied to the widget.
I am noticing this on Sisense 7.0.0.2 and 1.1 of this plugin.
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@David - I've updated the plugin to add an underline whenever a button is selected, this could also be adjusted to show a color instead, just check out the template.html file to override this change.
@Christopher - I think the setting you want to to set the buttons to add/union the filters instead of clear all filters. Check out the screenshot below for how to define this.
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This plugin seems extremely flexible!
Unfortunately, I thought it would dynamically create the right buttons based on the options within a specific dimension. In our scenario, we have different selection options across every one of our customers, so we can't pre-define the filter buttons. The ideal scenario would be if I could define the button category and then it would automatically create the buttons based on the available options in that category. Until then, I think we have a very limited set of use cases for something like this.
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We have a configuration of three buttons: Low, Med & High. We are finding that after selecting one button, we are having issues unselecting that button. If I select Low and then select Med, there doesn't seem to be a way to unselect Low. Clicking Low again selects all filters. If I select it again, I have both Med and Low selected.
Has anyone else seen this?
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Currently using this essentially as a toggle filter where it is clicked to apply the filter and clicked again to remove. My only issue is that it is unclear to the user whether or not the button/filter has been activated. The text being underlined helps, but I am finding it a bit too subtle for most users. Is there a way to apply a conditional color based on selected or unselected?
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Similar to comment from Jim, my users are selecting multiple buttons as it is not intuitive for them to understand that they have to deselect a button before selecting a new button - which leads to frustration. Any suggestions on how to improve UX for selecting different timeframe filters: This Week, Last Week, This Month, Last Month, This Year, Last Year
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