Add as Filter

In ThoughtSpot, you can enhance your chart by adding filters directly from the panel where attributes and measures are listed. This feature is particularly useful for refining the displayed data, ensuring your analysis focuses precisely on relevant information. It also provides flexibility in managing data visibility among different user groups, independent of row-level security measures.

There are three ways to add filters to your chart:

1. Adding a filter from Panel

I’ve created a chart using measures such as Attribute - Category, Measure - Cost, and Revenue. On the left side, you’ll find panels showing Measures and Attributes. When you hover over any selected element, a small “Add as filter” option appears.

Clicking on the attribute filter opens a small pop-up where you can choose to exclude or include specific data points. For example, you can exclude ‘Books’ and include only ‘Electronics and Movies’. The chart will adjust to reflect your selections accordingly.

Similarly, clicking on the metric filter opens a small pop-up where you can apply different conditions to the chart. For instance, applying a condition like “greater than 300,000” filters the chart data accordingly.

2. Adding a Filter from the Grid Table

When creating an answer from the grid table, you have the option to add a filter. This will display the same pop-up option for filtering as mentioned previously. You can apply filters from here for both attributes and measures in the same manner.

3. Adding a Filter from the Data Tab

You can also go directly to the Data tab and select the worksheet you want to work on. Open the worksheet and under the sheet, you will find an option to ‘Edit Worksheet’. Once you click on it, the filters option will be displayed on the left side, allowing you to apply filters on attributes or measures as described in the first step.