Skip To Content

Filter data

Filters help reduce the scope of the data you work with, but they don’t change the underlying data. Filters limit what you see on the page or card from one session to another session until you change or reset the filters. You can filter dates, numbers, rate/ratios, and string fields at the dataset level or for an individual card.

One or more filters can be:

  • Applied to a single card
  • Applied to all cards from the same dataset
  • Cumulative so you can filter at both the dataset and card levels

Note:
  • Filtering a calculated field from a database dataset is not supported for dataset or card filters.
  • If you adjust your card filters to the point where no results are returned, a card error appears. Filter settings that show no values display a blank map, chart, or table. Try readjusting your filters.

Filter types

Insights field roles determine the type of filter you see when you access a filter from the dataset or the card. When the field contains continuous data—expressed as a range—you see a slider. Continuous data can be the following:

  • A number field Number field, such as revenue
  • A rate/ratio field Rate/ratio field, such as employment rate
  • A date/time field Date/time field, such as report date

When a field contains discrete data, each value has a distinct label and an associated check box. A string field String field, such as Status, contains discrete values, such as Damaged, Working, or Inspection Required. Each of these values has its own check box in the card or dataset filter.

Number and rate/ratio filter

When you filter a number or a rate/ratio field, you see a histogram with a slider along the bottom. The histogram shows you the frequency with which numeric values occur in the field. This allows you to see how much data you're including or excluding with your filter.

Adjust the slider at the lower and upper end of the range, or type the upper and lower limits in the field provided.

Date/time filter

When you filter a date/time field, you can adjust start and end dates or times using a slider.

Adjust the slider, or choose a date from the calendar to filter values.

String filter

When you filter a string field, you can clear specific values, or clear all values and choose only those you want.

The following methods can be used to select or unselect values from a string filter:

  • Select all: Turn on or off the Select All box to select or unselect all of the values in the filter.
  • Click: Turn on or off individual values in the filter. Only boxes that are clicked will be selected or unselected.
  • Shift+click: Turn on or off multiple values. All boxes between the first and second click will be selected or unselected.

Note:

Shift+click can only be used on fields with fewer than 500 unique values.

Filter at the dataset level

After you filter one or more fields at the dataset level, existing cards update to reflect the filter settings, and any card you create automatically includes or excludes the data from the filter. Use one or more dataset filters when most of your questions are aimed at a specific subset in your dataset. For example, What is the rate of home ownership among the retired population in Illinois?

To target the analysis across the dataset, apply a filter to the following fields:

  • Age field to see only numbers for those 65 or older
  • State field to limit the scope to Illinois
  • Income field to see only income levels $30,000 and higher

  1. On the data pane, click the name of the field you want to filter.
  2. Click the Dataset filter button Dataset filter next to the field.
  3. Adjust the filter to include the data you want to show in your cards.
  4. Click Apply.
  5. All of the cards from the same dataset update to reflect the filter settings.

Filter at the card level

At times, you may want to pursue a focused scenario on just one card, such as an outlier in your data. For example, neighborhoods in a city with higher levels of home ownership than surrounding neighborhoods. For this example, you could filter the CensusTract field to include only neighborhoods of interest.

  1. Click the card you want to filter.
  2. Click the Card filter button Card filter.
  3. If there's already a filter for this card, click New Filter. If this is the first filter for the card, skip to the next step.
  4. From the list, choose the field you want to filter.
  5. Adjust the filter to include the data you want to show in your cards.
  6. Click Apply.
  7. Only the current card updates to reflect your filter settings.
Note:

After a card filter is applied, including one created using an advanced filter, a number will be added to the Card Filter button Card filter showing the number of filters on the card. A result dataset Results will also be added to the data pane with the same filter applied to it at the dataset level. If new cards are created using the result dataset, then all of the cards will reference the dataset filter on the result dataset and the card filter will be removed from the original card. Since the original card also references the result dataset, there will be no change to the data being displayed.

Advanced filters

Advanced filters are expression-based filters that can be used to create a custom filter at the dataset or card level. Advanced filters include access to the same operators (for example, +, ÷, >, and <>) and functions as calculated fields.

Note:

Advanced filters are not currently available for datasets stored outside of the hosted data store, such as ArcGIS Living Atlas of the World datasets.

Advanced filters can be useful in situations in which the query is complicated, or some of the information is unknown or needs to be calculated. The following are examples of how you can use advanced filters:

  • You have a dataset with schools across the United States, but you want to perform analysis on schools in Dallas County, Texas. A regular filter for Dallas County returns schools in Alabama, Iowa, and Texas. An advanced filter using the expression County="Dallas" AND State="Texas" would filter the dataset so that only schools in Dallas County, Texas, are returned.
  • You have a dataset with store locations, revenue, and expenses, but you want to see only the stores that are losing money. An advanced filter using the expression Revenue<Expenses would filter the dataset so that only stores with revenue less than expenses are returned.
  • You have a dataset with hydrant locations, inspection dates, and inspection status over several years, but you only want to see the inspections for damaged hydrants that occurred in 2018 and after. An advanced filter using the expression InspectionDate>=DATE(2018,01,01)AND Status="Damaged" would filter the dataset so that only the damaged assessments occurring after January 1, 2018 will be shown.
    Note:

    A date function, such as DATE(), DATEVALUE(), or NOW(), must be used in an advanced filter expression using a date/time field. A date entered as a string value (for example, "01/01/2018" for January 1, 2018) will not be read as a date value and will not return results.

Apply an advanced filter at the dataset level

Use the following steps to apply an advanced filter at the dataset level:

  1. Find the dataset you want to apply the filter to in the data pane.
  2. Click the Dataset options button Dataset options next to the dataset.
  3. On the dataset options menu, click Advanced Filter.
  4. Click inside the Custom filter expression box to display the available fields and functions, and begin writing your expression.
  5. At the bottom of the Custom filter expression box, look for the green check mark Valid expression indicating that the expression is valid.
    Note:

    Your expression must include a conditional operator, such as <, =, or <>, to be valid for filtering (for example, Revenue-Expenses>100000). If your expression is written as a calculation (for example, Revenue-Expenses), then your expression may be validated, but cannot be used as a filter.

  6. Click Apply.

The expression is applied to the entire dataset. Any cards created using the dataset are refreshed and updated.

Apply an advanced filter at the card level

Use the following steps to apply an advanced filter at the card level:

  1. Create a map, chart, or table using the dataset you want to filter.
  2. Click the Card filter button Card filter on the card's toolbar.
  3. In the New filter pane, click Advanced.
  4. Click inside the Custom filter expression box to display the available fields and functions, and begin writing your expression.
  5. At the bottom of the Custom filter expression box, look for the green check mark Valid expression indicating that the expression is valid.
    Note:

    Your expression must include a conditional operator, such as <, =, or <>, to be valid for filtering (for example, Revenue-Expenses>100000). If your expression is written as a calculation (for example, Revenue-Expenses), then your expression may be validated, but cannot be used as a filter.

  6. Click Apply.

The expression is applied only to the card being filtered. Other cards that use the same dataset are not updated.

Note:

After an advanced card filter is applied, a number will be added to the Card Filter button Card filter showing the number of filters on the card. A result dataset Advanced card filter result will also be added to the data pane with the same filter applied to it at the dataset level. If new cards are created using the result dataset, then all of the cards will reference the dataset filter on the result dataset and the card filter will be removed from the original card. Since the original card also references the result dataset, there will be no change to the data being displayed.

Remove or update your filter

You can edit or remove your filter by clicking the activated Dataset filter button Dataset filter or a Card filter button Card filter that is displaying one or more active filters and selecting the field name of the filter you want to edit. To edit the filter, change the values of the filter and click Apply. To delete the filter, click the Remove filter button Remove filter.

Note:

You cannot remove a filter by selecting all values and clicking Apply.

Cross filters

Cross filters are a way to filter your data using a selection on a different card. When the Enable cross filters button Enable cross filters is activated on a card, a filter will be applied to that card whenever a compatible selection is made. In order for a selection to be compatible, the card with the filter and the card with the selection must be using the same dataset.

Cross filters can be applied to all charts and tables. However, polynomial trendlines on scatter plots are not supported when using cross filters.

Cross filters are not compatible with result datasets created from Spatial Aggregation, Spatial Filter, Create Buffer/Drive Time, Calculate Density, or Find Nearest. Cross filtering also cannot be used with remote feature layers, map service layers, or datasets from the spatiotemporal big data store. In cases where these types of datasets are being used, your selections will appear as if the Enable cross filters button is disabled.