Filter, Group, Aggregate and Sort actions (+videos)

For a quick overview of how to work with Filter, Group, Aggregate, and Sort actions, watch this video demo first and then view our how-to video below. 

You can Filter, Group, Aggregate and Sort on visualizations without the use of formulas on all components. 

For example, applying Sort to your data used to require a formula that might have looked like this:

Now, you can use the menu in the Component tree or the Properties panel to quickly and easily apply a Sort to your visualization :


Watch to see how Filter, Group and Sort work.

You can use both formulas and actions to build your Klip. Formulas execute first and actions execute second in displaying your visualization. Actions should be applied after formulas. 

Hidden Data (Additional Data)

You can also use actions on Hidden Data allowing you to modify your visualization with added Data sub-components. The actions applied to these additional sub-components change your visualization but do not add Series, Axes, Columns, or other elements to your component.

Use Hidden Data from the Properties panel or Control panel of the Klip Editor:


Watch now to see an example of how Hidden Data is used to create indicators.

Learn More:


To apply a Filter, click the menu next to the highlighted row in the component tree and select Filter or right-click the series in a chart or a column in a table. You can also click Add Filter in the Properties panel. Learn more about the Filter action.

When the Filter action is selected from the More Actions menu, a Filter dialog appears. The result of the applied filter can be seen in the Klip visualizer.

The type of filter available is based on the data and component. For example, text is filtered with a pick list while numbers are filtered with a slider or input box. User Input Control components always use a pick list. 

When a filter is applied, a hint is displayed next to the series or column row in the component tree (as shown below). 

Watch now to see an example of Filter on Hidden Data. 

Group and Aggregate

After applying a Group, Series data can be aggregated with standard aggregations including Sum, Average and Count Distinct. Group and Aggregation settings are available from the component tree and the Properties panel. 


To apply a Group, right-click the sub-component, click the menu next to it in the component tree or check Group repeating labels in the Properties panel.



To apply an Aggregation, click the menu next to the sub-component in the component tree and select Aggregation or right-click the data in the component visualization to access the More Actions menu. You can also use the Aggregation menu in the Properties panel.


To apply a Sort, click the menu next to the sub-component in the component tree and select Sort or right-click the data in a component. You can also use the Sort menu on the Properties panel.

Note: Applying a Sort from the More Actions menu overrides the function SORT applied through a formula. Only one active Sort (the most recent) is supported.

When a Sort is applied, a hint is displayed next to the series or column row in the component tree (as shown below).


Watch now to see an example of Sort on Hidden Data. 

User Input Control with actions

Create dynamic Klips using the More Actions menu, variables and the User Input Control component.

The Filter action allows you to set conditions with variables easily. You can choose a variable from the dropdown list or type in a value to set a condition or multiple conditions. If you set multiple conditions, you have the option to Match All conditions or Match Any one of them. The Match Case checkbox allows you to match your value according to it's letter case. 

The User Input Control component enables you to check the "All" data option to allow you to display All your data.

For this example, create a User Input Control component and a Table component.

  1. Use the Group action to group the repeating values of the column of data you want to display in your User Input Control Component.

  1. Use the Filter action to set a condition that filters out the column header from both the Values subcomponent of the User Input Control component and the column of data you want to display in your Table component.

  1. Select a variable from the list or create a new variable. This variable will be used to change the data displayed on the Table component according to what is selected in the User Input Control. In this example, the variable name is filter. 

  1. Select the Table component. Use the Filter action to set another condition that matches the variable you selected in your User Input Control component. 

The country selected in the User Input Control will display the corresponding data in the table. 


Watch this video to see this example in action!

Applied actions

To see if any actions have been applied to your visualization, click the asterisk icon (*) next to the visualization type name. A menu displays showing applied actions. You can delete actions applied to your visualization from this menu.

Learn more: