Query
Query criteria allow you to customize how a data view is queried and how the results are displayed when a chart or table is built.
Record limits are useful for trimming down or expanding results returned from the data view, and by default they are set to 1000.
Custom Sort
This parameter allows you to change the order in which data is sorted before it is queried. For example, if you wanted to return the Top 100 SalesAmts, you could use Custom Sort to sort your data set by SalesAmts and then set your record limit to 100.
Populating a Dashlet Based on Global Filters
Within Query Criteria, there is a check box labeled: ‘Only populate dashlet when Global Filters are applied, using selected fields'.
When this check box is checked, it will enable a field selector. Moving fields to the Selected column of this field selector will make it so that, when viewing the dashlet to which the Query Criteria apply, the dashlet will only populate with data if all of the Selected fields have been applied as Global Filters to the dashlet's sheet. Here, Global filter refers to any filter applied to the dashlet's sheet via filter dashlets, brush selection, or drilling.
If this option is enabled, and not all of the Selected fields are used as Global filters, the dashlet will not populate.
Target
The Target tab allows you to select other Chart/Table dashlets that are present on the same sheet. Designating a dashlet as a "target" will make it so that selections on the current dashlet will only act and be applied as filters on that target dashlet. Multiple dashlets may be chosen as targets. This means that when targets are specified, selections on the current dashlet will not act as "global" filters to every component within the dashboard; these selections will only be applied to the targets.
By default, no targets are set. This will cause selections for the current dashlet to be applied globally.
Include in Filter setting for Dimensions/Series
When clicking on a Dimension or Series button while editing a Chart/Table dashlet, an "Include in Filter" checkbox becomes available. This checkbox controls whether that Dimension/Series is used as a filter when selections are made on the Chart/Table dashlet. If this checkbox is checked, the dimension and its associated value within the selected component will be used as a filter, either globally or in a targeted manner (depending on the dashlet's Target settings). If the checkbox is not checked, the dimension/series will not be included.
Selection Overlay
When a user clicks on components in a dashboard, filtering will be applied as described above, depending on how the dashlet's Target settings have been configured. In addition, an overlay will appear on top of the Chart/Table when the selection is made. This overlay will allow the user to:
"Include" the filter selection, and apply it to the current dashlet.
"Exclude" the filter selection, and treat it as a negation when applying it to other dashlets in the dashboard.
"Show Data" with the selection applied as a filter to the current dashlet's data set.
"Cancel" to cancel the selection and its filtering.
Note that in cases where a dashlet has been configured to drill to another Data Stage, this overlay will not appear and instead the drill event will just occur.