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Add a predefined filter

Predefined filters can be added to your Insights for ArcGIS page and used as part of your shared page. Predefined filters allow some of the functionality of filters to be accessed on a shared page, including by users who do not have an Insights license.

Note:

A predefined filter acts like a dataset filter, meaning that it will be applied to all cards using the filtered dataset, rather than an individual card.

Add a predefined filter card

Predefined filters are stored on cards on your Insights page. To add a predefined filter card, complete the following steps:

  1. Click the drop-down menu under the Widget button Widget in the data pane and choose Predefined Filter Predefined Filter.
  2. Click the Add button to create a new filter.
  3. Click Choose a field to expand the drop-down list with field names.
  4. Choose a field from the list.
  5. Apply the filter parameters that you want available on your shared page. For more information, see Filter data.
  6. Click Apply, By group or By value to add the filter.

The background and border can be changed for a predefined filter card by clicking the More button More and clicking the Card Settings button Card Settings to open the Card Style pane. Hover your mouse pointer over the filter to display the Rename filter Rename filter, Edit filter Edit filter, and Remove filter buttons Remove filter.

Predefined filter options

Predefined filters have options for how the filters are added and how selections are made on the filter.

Add filters by group

A group of filters can be used to add a single filter for multiple categorical values from a string field. For example, if you have a dataset of world countries, you can create a single filter for the United Kingdom that includes Northern Ireland, Scotland, England, and Wales by selecting only those four countries and adding them to the predefined filter card using the By group button. A single filter will be added to the card, labeled with the field name (for example, CountryName). The filter can be renamed to better describe the group using the Rename filter button Rename filter.

Add filter by value

Individual categorical values from a string field can be added to the predefined filter card using the By value button. You can use the By value button to add a single value, multiple values, or all of the values from the field. Each value selected will be added to the card as an individual filter value.

Selection type

A predefined filter can be created in a single select or multi select format. A single select predefined filter allows you to toggle on a single value at a time. If a different value is selected, the first value will be unselected. A multi select filter allows you to select more than one value at once. Use the following steps to change the selection type for a predefined filter:

  1. Click the More button More on the predefined filter card to display the side toolbar.
  2. Click the Card Settings button Card Settings. The Card Style pane opens.
  3. Click the Selection Properties tab Selection Properties tab.
  4. Click on Single select or Multi select to choose the selection type.
  5. Close the Card Style pane.

Add multiple filters

There are two ways to add multiple predefined filters to a page: adding multiple filters on the same card and adding multiple predefined filter cards.

Multiple filters on the same card

Multiple filters can be added to a predefined filter card. When there are multiple filters on the same card, the filters are joined with an OR clause, meaning all the filters will be displayed individually on the page.

To create multiple filters on the same card, repeat steps 2 to 6 from Add a predefined filter card or use the By value button to add multiple values at once.

Multiple predefined filter cards

An Insights page can include more than one predefined filter card. When there are multiple predefined filter cards on a page, the filters are joined with an AND clause, meaning only features that meet all the filter criteria from each card will be displayed on the page.