On a Canvas Dashboard I would love to be able to place a Legend filter on a widget that has been preselected to a number of fields.
For example, I have a widget showing the number of Leads. I would like to place a Legend filter on that widget that allows a user to quickly split/legend the chart by ONLY the three fields I choose, for example, Country, Lead Source, Product. The user would hit the drop down and select one of the fields and that would create the legend split on the widget.
Hi @Guido_Stark,
If I understand your request correctly, you’re looking for a functionality similar to a breakdown action, where viewers can select a dimension to segment their existing metrics. In your case, you also want to restrict the set of dimensions to select.
Assuming we implement a breakdown feature that allows viewers to right-click on a chart and choose the dimension they want to segment by, do you think that would address your needs?
We look forward to hearing from you.
It sounds like you might be able to accomplish this with the “Dynamic Dimension with Parameters” feature that Holistics supports? This is a little complex to set up but I think might get you the results that you’re looking for. We’ve used parameters before for a slightly different use-case (ex. allowing dashboard viewers to create custom bin groups based on a particular numerical dimension) and it worked pretty well, though it might get a bit messy if you have really complex datasets / use-cases.
We’ve also considered similar use-cases of wanting to switch fields based on user selection, but for measures. For example one user might want to view results in $, one might want to view in quantity, and one might want to view in weight, or one user might want to view in USD and another might want to use GBP and one might want to switch between them. It hasn’t been high priority for us though, so we haven’t actually tested it. If Holistics were to build a “Swapping dimensions” feature so it’s easier to use out-of-the-box, it feels like swapping measures might be more complex compared to swapping dimensions (ex. there might be MANY measures that would depend on the parameter value instead of just a few dimensions), so this would likely be something we would need to use parameters to accomplish anyways, but wanted to throw it out there as a semi-related use-case just in case!
Thanks @di.hoang,
The user experience I’m proposing here is that there is an existing Legend drop down available much like I could make a Filter now. With the Canvas freedom I can create a widget, for example, Revenue by Month, and sitting on the widget using a Canvas dashboard I can have a Legend drop down that allows the user to break/legend the widget by say Country, Product or Customer Type. I want to be able to restrict this to just the three options. I like the idea of having a Legend drop down available rather than a right click so that I can choose which widgets it applies to just like I can with a Filter on a Canvas dashboard. Happy to chat further if useful.
Thanks @anya.conti - interesting idea though might be more complex than wanted for this use case 