The visual filter bar offers a unique way of filtering large data sets through visualizations. This helps users to recognize facts and situations, while reducing the number of interaction steps needed to gain insights or to identify significant single instances.
The visual filter bar allows users to combine measures with filter values. For example, a “Product” might have the filter value “Product Name” and the measure might typically be “Revenue”, “Cost”, or “Quantity”. If you opt for the measure “Revenue”, the chart would show the “Revenue by Product”, enabling the user to filter the data by choosing a particular product name and its revenue.
Use the visual filter bar if:
- You are using analytical list page floorplan.
- Users need to see both the result and the direct impact of their filter settings in a chart representation.
- You would like to give users a condensed overview of the data in the dataset.
Do not use the visual filter bar if:
- You are not using the analytical list page floorplan.
- Users are not interested in seeing the impact or their filter settings directly in a chart representation.
- Users are not interested in a condensed overview of the data in the dataset.
Responsiveness and Adaptiveness
The visual filter bar only supports desktop devices.
Collapsed Visual Filter Bar
The collapsed visual filter bar takes up less space, leaving most of the screen for displaying the actual results. However, the variant selector in the upper left corner is still available for switching between variants. The user can expand or collapse the filter bar by clicking on the header. If required by the use case, you can expand the filter bar by default.
The collapsed filter bar shows a summary of the filters currently applied. The format of the summary text is:
Filtered By (number of filters): <comma-separated list of the filters currently applied>
Example: Filtered By (2): Country, Product
Up to 5 filters are listed. If more filters have been applied, an ellipsis (…) appears at the end of the string. If no filters have been applied, the summary text is Filtered By: None.
Expanded Visual Filter Bar
The expanded visual filter bar also shows a user-defined filter subset of the selected variant. The Filters link opens the visual filter dialog, where the user can add or hide visual filters. The switch button on the top right switches between the visual filter bar and the standard (input-based) filter bar. The Go button triggers the filter. Note that the Go button is only shown in manual update mode.
In order to achieve filtering through visualization, the visual filter bar uses interactive charts. Currently, three interactive chart types are available: bar chart, line chart, and donut chart. Each chart has a dedicated area for the chart title, the Selected (x) link, and the value help icon . When the user clicks on the Selected (x) link, a popover containing the selected filter values appears. The value help icon opens a value help dialog.
Filter Title Area
In addition to the chart title, the filter title area also contains a value help icon and a Selected (x) link, where “x” stands for the number of applied filters. Clicking this link opens a popover with the selected filter values.
Use the following naming convention for the filter title, using title case: <Measure Name> by <Dimension Name> in <Scale Factor> <Unit of Measure>. For example, Project Costs by Project in K EUR, Sales Volume by Commodity in M PC.
The interactive bar chart in the visual filter bar can display only three bars. Based on the measure, they can be sorted ascending or descending. This makes it easy to compare the items and see the highest and lowest values.
The interactive line chart is used to display variations over a specified period of time. This chart is only used for displaying a time series and can contain only the first or last six time points (for example, last six days, last six months, and so on).
The interactive donut chart is best used to display up to three slices. Use this chart if the exact value of each slice is not needed for filtering.
In the visual filter bar, only the top or bottom two values are shown; the rest are aggregated into the Other section.
Visual Filter Selections
Any data point or segment selected in a chart remains selected when the user changes the measure, chart type, or sort order in any of the charts.
If a selected record falls outside the top or bottom three records being displayed, the Selected (x) status above the chart shows the number of selected records.
Visual Filter Dialog
In the filter dialog, users can can choose which filter fields are displayed in the filter bar. The dialog is opened by clicking the Filters (x) button in the page title area.
The footer toolbar at the bottom of the dialog provides the following functions:
- Save: Saves your modified filter set variant. Save and Save As can be provided.
- Cancel: Closes the dialog and undoes all changes.
- Restore: Restores the initial variant values. You can hide this button if it does not fit the app use case.
- Go: Applies the selected filter set.
- Clear (optional): Clears all filters. Only use this button if it fits the app use case.
To hide filters on the expanded filter bar, the user can deselect the relevant checkbox next to the filter in the filter dialog. This can be useful for filters that are rarely edited or unimportant.
Visual Filter Configuration
In the filter dialog, users can configure individual visual filters using the icons in the filter title area:
- Change the sort order (not supported for line charts)
- Switch to a different chart type
- Choose between different measures
Behavior and Interaction
Unlike micro charts, the charts in the visual filter bar are interactive. If you are using live update mode, selecting a filter value triggers data filtering in the content area. Both single and multiple selection are supported.
In the visual filter, you can make a selection by clicking on a chart value. To deselect it, you can either click on the same value in the chart again, or click the Selected (x) link showing the number of selected filters, such as Selected (1).
Selecting a Filter Value in an Interactive Chart
Any data point selected in a chart remains selected, even if the user selects a data point in another chart. Filter values also react to each other.
If a selected record in a chart falls outside the displayed filter values, the selection is visible in the (x) Selected link above the chart, where (x) represents the number of selected records.
Users can select more filter values with the value help.
Selecting a Filter Value Using the Value Help
Personalizing the Visual Filter Bar
Add Visual Filter
Users can add more visual filters via the visual filter dialog. The additional filter groups appear below the Basic filter group, which contains the standard filters for the application. While the Basic filter group is always visible, the additional filter groups might initially be collapsed, depending on the initial view defined by the app team.
The More (x) link in the filter group header indicates the number of filters that have not yet been added, for example More (2). Clicking this link opens a dialog for selecting the additional filter. Once a filter has been selected, it displays under the group header in the visual filter dialog, and the user can customize the individual filter settings (sort order, chart type, measure, display in the visual filter bar).
If all filters in a group have already been added in the visual filter dialog, the More (x) link label in the filter group title switches to Change Filters.
Hide Visual Filter
Users can hide a filter by deselecting the checkbox next to the relevant filter in the filter dialog. This allows the user to hide filters that are rarely changed from the extended filter bar, giving complex filters a more lightweight appearance.
Live Update / Manual Update
The visual filter bar is available in two modes: live update and manual update. In both modes the visual filter charts refresh based on the selection.
In live update mode, the filter bar reacts instantly to every input change. Because the content area updates automatically whenever the user changes a filter selection, the Go button is not necessary, and is not shown.
In manual update mode, the filter results are only updated when the user clicks or taps the Go button that is shown in manual mode. Pressing ENTER on the keyboard also triggers the filter.
In general, use live update mode, which is more convenient for users. However, consider using manual update mode if the user has to configure multiple filters to obtain a useful result set, or if you expect the resulting traffic to be excessively high.
Choosing the right chart type as a representation for a particular filter will not only increase the joy of use but also will convey the right information to the user. Inappropriate chart types can mislead the user during the filtering process.
Want to dive deeper? Follow the links below to find out more about related controls, the SAPUI5 implementation, and the visual design.
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