Available since indyco 4.3.0.0


The filters aim to filter attributes, measures and facts through custom properties, in order to reduce visible elements and make it easier to focus on some of them.

The button to open the filter modal is located at the bottom left.



Clicking the button opens a modal allows you to view active filters, add them with the plus button at the top right, and remove them with the respective X button.

As soon as a filter is added, the Apply button will be disabled and a warning symbol will appear on the section indicating that the filter has unfilled fields.

Pressing close will close the modal and revert the modal state to what it was before the changes. 

Pressing apply will apply the filters, and the graph and TableView will be modified accordingly.




Logic


For each section, you can add N filters. The custom properties of each element (attribute, measure or fact) will be compared with all defined filters, checking whether each of these is respected or not. The user can decide if each node must respect all filters or at least one, by moving the switch to ‘and’ or ‘or’


Filter composition


A filter consists of three fields: custom property name, logical operator, value. 

Essentially, a filter specifies constraints that the value of a custom property must respect; nodes/measures/facts that do not respect these values are filtered out.


Clicking on the first field opens a dropdown that proposes all existing custom properties.


These can be of two types: text or list, which directly affects the other filter fields:

  • depending on the type of custom property the selectable logical operators in the second field are different
  • in the third field, for list-type custom properties, the possible values can be selected via dropdown; for text-type custom properties the user must manually enter a string in the value field.

Formula-type custom properties are mapped to text-type custom properties and the value of a formula-type custom property will be in the following format: "Element name (in belonging factSchema)", 

e.g., “Location Type (in Shop Ticket)”.


NOTE that if the text field of a filter for a text-type custom property is populated with one or more spaces, without characters, an error symbol appears at the top right and the Apply button is disabled.


Logical operators


for list-type custom properties , the possible operators are:

  • includes: requires the custom property to contain at least one of the specified values, thus filtering out all elements that do not include any of these values.
  • not includes: requires the custom property not to contain any of the specified values, thus filtering out all elements that include at least one of these values.

for text-type custom properties, the operators are:

  • equal: filters out all elements that do not have the custom properties populated with the specified value.
  • not equal: filters out all elements that have the custom properties populated with the specified value.
  • contains: requires the custom property to have a value containing the specified string, thus filtering out all elements whose custom property  does not contain the specified value.
  • not contains: requires the opposite, that is to say that the custom property value does not contain the specified value, thus filtering out all elements that contain the string in question.


NOTE that if an element does not have the custom properties in question populated:

  • if the logical operator in question is includes, equal, or contains, then that filter will be considered not respected.
  • if the specified logical operator is not equal, not includes, or not contains, then that filter will be automatically considered respected.


Effects of filters at factschema zoom level 


When filters are applied, nodes and measures that do not respect the filters will no longer be displayed. If an intermediate node to which an incoming and an outgoing arc are connected is filtered out, as in the example, the filtered node will be removed and the nodes that were previously connected through it will be reconnected with a dashed arc.


Original graph:


Filtering node1:


The number of dashed arcs generated between two nodes will be equal to the number of originally traversable paths between the two.


If all attributes and measures of a fact schema are removed by the filters, but the fact is not removed (or vice versa, the fact is removed but at least one attribute or measure remains), the fact table is displayed with dashed lines to indicate the likely presence of inconsistencies.


Fact removed:


Only fact remained:


If all content of a fact schema is removed by filter, a warning message will be dispalyed. 


Effects of filters at area zoom level 


Applying filters, if all attributes of a conformed hierarchy are removed from a fact schema, then at the area level the link between the fact schema and the conformed hierarchy will be removed. In the event that all links to a conformed hierarchy are removed (both internal and external to the area), the conformed hierarchy will be removed.


Original graph

Filtering node1 from factSchema1



When the application of filters removes all measures and conformed hierarchies from a fact schema, but does not remove the fact (or vice versa, the fact is removed but at least one conformed hierarchy or measure remains), the fact schema will be displayed as dashed to indicate a potential anomaly.


Filtering fact from factSchema1:


Filtering all attributes and measures from factSchema1:




If the application of filters results in the removal of fact, attributes and measures from the fact schema, then the fact schema itself is removed from the graph:

If all fact schema of an area are removed by filters, a warning message is displayed.


Effects of filters at project zoom level


At project level a link between an area and a conformed hierarchy is removed if no fact schema within the area references that conformed hierarchy. If a conformed hierarchy is no longer referenced by any area, it is removed. Fact schemas that are displayed as dashed at the area level are similarly displayed as dashed at the project level. If all fact schemas of an area are removed, the area will no longer be displayed. If all areas are removed, a message is displayed indicating that all project content has been removed by the filters.


Original project view:

Project visualization when the links between fact schemas of area1 and conformed hierarchy 'node1' are removed by filters: