Adding a filter pane with main dimensions

We will start to build the customer analysis sheet by adding a filter pane. Follow these steps to do so:

  1. Click on the Edit button to enter the edit mode.
  2. Click on the Charts button on the asset panel, which is on the left-hand side of the screen, and find Filter pane.
  3. Click on Filter pane and drag and drop it into the empty space on the sheet:

  1. Click on the Add dimension button and select Order Year in the Dimensions section:

  1. Since we need to add more dimensions to our Filter pane, click on the Add dimension button in the properties on the right-hand side of the screen, and select Order Month in the Dimensions section.
  2. Repeat the previous step to add the Country, Customer, Category, and Product dimensions.
  1. The Filter pane will look like what's shown in the following screenshot:

  1. Now, resize the width of the filter panel to fit three columns of the grid:

We will keep the filter pane on the left-hand side of the screen as a standard for each analysis sheet.

We also need to add the Filter pane as a master visualization, which is to be reused across the analysis and reporting sheets that we will create next. Follow these steps to add it to the Master items library:

  1. Right-click on the filter pane on the screen and select Add to master items in the menu:

  1. Set the name of the master item to Default Filter and the description to A filter pane to be reused across sheets:

  1. Click on the Add button:

We now have a new visualization in the Master items library, and the properties panel is locked. The filter pane now became a Linked visualization. Linked visualizations can be added to several sheets. You can change the properties of the linked visualization by clicking on the Edit button. If you change the properties of the linked visualization, that change will be reflected on all of the sheets that it is added to.

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