You can filter, group, aggregate, and sort on visualizations without the use of formulas on all components by applying these actions using options in the Klip Editor.
For example, applying sort to your data using a formula might look like this:
Instead, you can use the menu in the component tree or the Properties panel to quickly and easily apply a sort to your visualization:
For a quick overview of how to work with Filter, Group, Aggregate, and Sort actions, watch this introductory video:
- You can use both formulas and actions to build your Klips. Formulas execute first and actions execute second in displaying your visualization. Actions should be applied after formulas.
- The videos in this article refer to "Additional data". This term has been updated in our UI to "Hidden data" but is otherwise unchanged.
This article contains the following sections:
Using actions on Hidden Data
You can use actions on Hidden Data (Additional 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.
Add Hidden Data from the Properties panel or Control panel of the Klip Editor.
Watch this video for an example of how Hidden Data is used with Indicators:
Using the Filter action
To apply a filter, select a row in the component tree, click the 3-dot menu beside it and click Filter or right-click the data in the component visualization to access the menu. You can also click Add Filter in the Properties panel. Learn more about the Filter action.
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 Filter icon is displayed next to the series or column row in the component tree (as shown below).
Watch this video for an example of how to Filter on Hidden Data:
Using the Group and Aggregate actions
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 group, click the 3-dot menu next to the sub-component in the component tree and select Group or right-click the data in the component visualization to access the menu.
You can also check Group repeating labels in the Properties panel.
To apply an aggregation, click the 3-dot 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 menu.
You can also use the Aggregation menu in the Properties panel.
Using the Sort action
To apply a sort, click the 3-dot menu next to the sub-component in the component tree and select Sort or right-click the data in a component to access the menu.
You can also use the Sort menu on the Properties panel.
Note: You can apply a Sort from the menu or use the SORT function. Only one Sort (the most recent) is supported at a time. The Sort action is always applied last.
When a sort is applied, a Sort icon is displayed next to the series or column row in the component tree (as shown below).
Watch this video for an example of how to Sort on Hidden Data:
See what actions have been applied
To see if any actions have been applied to your visualization, click the asterisk icon (*) next to the visualization type name. A list displays showing applied actions. You can delete actions applied to your visualization from this list.