Interactive Filtering

Overview

Interactive Filtering allows users to dynamically filter items and relationships that already meet the Base Filter criteria. It is the only filter type that directly changes how a view is displayed.

There are three ways to apply Interactive Filters:

• Using interactive labels beneath the view

• Clicking elements within the view (e.g., axis labels)

• Using the Filter Dialog (primarily for reviewing active filters)

Creating Interactive Filter Labels

Interactive Filter labels are configured in the Filter Dialog (Create Mode).

• The left panel defines item filters

• The right panel defines relationship filters

• Attributes or calculated values can be added via dropdowns

• There is no limit to how many attributes can be included

Once configured:

• Labels appear beneath the view

  • 

• Item labels are always displayed above relationship labels

• A separator distinguishes the two groups

Condensing Interactive Filters

Note: This feature is available in SharpCloud v9.7.0303 onwards.

Interactive Filters can be condensed to save screen space:

• Use the condense button in the Filter section

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• Or enable the checkbox in the Configure Labels dialog

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Condensed filters display across fewer rows and can be expanded at any time.

Operating Interactive Filter Labels

There are two primary ways to interact with labels:

1. Selecting the label name

   • Activates that label and disables others within the same attribute

2. Using checkboxes

   • Individually enable or disable specific filter values

   • 

Additional actions:

• Right-click → Clear all filters to remove all active interactive filters

• Select the property name to adjust how items or relationships are visually displayed

Configuring Interactive Filter Labels

Further customization is available via View Setup → Configure Labels:

• Use the Edit option next to a property

• Choose which label values should appear in the interactive filter section

• 

• Hide unwanted categories to simplify the interface

Using the View to set Interactive Filters

Another way to set an Interactive Filter is by interacting directly with the axis in a view.

This is supported in Layer View, Timeline View, Grid View, and Column View.

When you hover over axis labels, arrows appear to indicate that the section can be expanded.

Selecting these arrows will zoom in and focus on that specific part of the axis.

For example, clicking on the left-hand top axis label will make the view appear like:

By performing the filtering via the view, it is setting the filter to display items that fit within that label value of the attribute.

The interactive filter can focus on an individual row/column, which provides a limitation when trying to make a more advanced filter query.

For example:

If the desired approach is to be able to display items that are in the green section (bottom left) and the red section (top right), this can be achieved in the Base Filter.

The diagram below is a visual aid to provide understanding when to use the Interactive Filter or a different filter:

If the only items that wanted to be displayed were items 1 and 4 (or 2 and 3), the interactive filter could not achieve that as it would eliminate or keep one of the other items. By selecting attribute column X and category A, you will only display 1 and not 4.

In this scenario, the filter to achieve the outcome would be the Base Filter.

 

Defining Filters in the Filter Dialog

The Filter Dialog (via “Define Filter”) is mainly used to:

• Review which interactive filters are currently active

• View filters applied to both items and relationships

Clearing Interactive Filters

Within the Filter Dialog, two options are available:

• Clear Everything – Removes all active interactive filters

• Clear Selected Filter – Removes only the selected filter

Notes

Interactive Filters are visual and context-driven and are best applied directly within the view. For advanced or multi-condition filtering, use Base Filtering or Enterprise Filtering.