Using a cascading member filter

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1. Overview

A cascading filter allows you to select values from each level of a hierarchy from separate dropdown lists. The options in each dropdown are filtered based on what was selected in the previous dropdown.

In order to take advantage of separate dropdowns for each hierarchy level, you need to be using a hierarchy with multiple levels. These can be created from the main menu to use if needed, or may have been added already to a data cube or OLAP cube.

2. Setting up the cascading filter

Add the multi-level hierarchy and other data you want to see in a metric set on a dashboard or other view.

Drop the measure and the hierarchy on the dashboard
Drop the measure and the hierarchy on the dashboard

In the toolbar, click Filter, click More to see all the options, and choose a Cascading filter.

Add a cascading filter
Add a cascading filter

Connect the filter to your hierarchy.

Connect the filter to your hierarchy
Connect the filter to your hierarchy

3. Testing

The filter in this example connects to a product hierarchy like the one created in Automatic joins and hierarchies.

Select Bikes on the first level dropdown (Product Category level).

Select first level member
Select first level member

Click on the second level dropdown. The values listed should belong to the value that was previously selected (Bikes). Select Mountain Bikes.

Select second level member
Select second level member

Click on the third level dropdown. The values listed should again belong to previous value (Mountain Bikes). Select Mountain-100 Black, 42.

Select third level member
Select third level member

4. Result

Result
Result

5. Properties

You can customize properties such as the following in the Properties window:

  • Hide Token Menu: If this option is selected, the triangular token menu button will not be displayed.
  • Manual Items: If enabled, the item(s) are manually controlled instead of auto-populated from your data. This is most useful when using this control with script instead of with a parameter, and does not apply when connected to a view parameter and hierarchy.
  • Show Checkboxes: Enable the user to select multiple items. This only applies to the last hierarchy picker.
  • Set Value On Any Filter Change: By default, any visualizations affected by this filter will only update when a value is chosen in the last dropdown. Enabling this option will cause the visualizations to update whenever any of the dropdowns change.
  • Show Search: Show the search bar to enable users to search for specific hierarchy members. This applies to all dropdowns.

6. See also

Dundas Data Visualization, Inc.
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