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[filtering] define combo of slice/fields unafected by filtering (#1179)
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* [FilterBox] dashboard date range filtering

* [filtering] define combo of slice/fields unafected by filtering

* adding an entry to the docs

* Addressed comments
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mistercrunch committed Sep 23, 2016
1 parent 7115c54 commit aed473d
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Showing 7 changed files with 94 additions and 12 deletions.
26 changes: 26 additions & 0 deletions caravel/assets/javascripts/dashboard/Dashboard.jsx
Expand Up @@ -82,6 +82,32 @@ function dashboardContainer(dashboardData) {
setFilter(sliceId, col, vals, refresh) {
this.addFilter(sliceId, col, vals, false, refresh);
},
effectiveExtraFilters(sliceId) {
// Summarized filter, not defined by sliceId
// returns k=field, v=array of values
const f = {};
if (sliceId && this.metadata.filter_immune_slices.includes(sliceId)) {
// The slice is immune to dashboard fiterls
return f;
}

// Building a list of fields the slice is immune to filters on
let immuneToFields = [];
if (
sliceId &&
this.metadata.filter_immune_slice_fields &&
this.metadata.filter_immune_slice_fields[sliceId]) {
immuneToFields = this.metadata.filter_immune_slice_fields[sliceId];
}
for (const filteringSliceId in this.filters) {
for (const field in this.filters[filteringSliceId]) {
if (!immuneToFields.includes(field)) {
f[field] = this.filters[filteringSliceId][field];
}
}
}
return f;
},
addFilter(sliceId, col, vals, merge = true, refresh = true) {
if (!(sliceId in this.filters)) {
this.filters[sliceId] = {};
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8 changes: 5 additions & 3 deletions caravel/assets/javascripts/modules/caravel.js
Expand Up @@ -81,9 +81,11 @@ const px = function () {
const parser = document.createElement('a');
parser.href = data.json_endpoint;
if (dashboard !== undefined) {
const flts =
newParams.extraFilters === false ? '' :
encodeURIComponent(JSON.stringify(dashboard.filters));
let flts = '';
if (newParams.extraFilters !== false) {
flts = dashboard.effectiveExtraFilters(sliceId);
flts = encodeURIComponent(JSON.stringify(flts));
}
qrystr = parser.search + '&extra_filters=' + flts;
} else if ($('#query').length === 0) {
qrystr = parser.search;
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5 changes: 2 additions & 3 deletions caravel/assets/visualizations/filter_box.jsx
Expand Up @@ -12,16 +12,15 @@ import './filter_box.css';
import { TIME_CHOICES } from './constants.js';

const propTypes = {
origSelectedValues: React.PropTypes.object,
filtersChoices: React.PropTypes.object,
onChange: React.PropTypes.func,
origSelectedValues: React.PropTypes.object,
showDateFilter: React.PropTypes.bool,
};

const defaultProps = {
filtersChoices: {},
onChange: () => {},
origSelectedValues: {},
onChange: () => {},
showDateFilter: false,
};

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8 changes: 8 additions & 0 deletions caravel/utils.py
Expand Up @@ -445,6 +445,14 @@ def generic_find_constraint_name(table, columns, referenced, db):
return fk.name


def validate_json(obj):
if obj:
try:
json.loads(obj)
except Exception:
raise CaravelException("JSON is not valid")


class timeout(object):
"""
To be used in a ``with`` block and timeout its content.
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4 changes: 4 additions & 0 deletions caravel/views.py
Expand Up @@ -850,6 +850,8 @@ def pre_add(self, obj):
obj.slug = re.sub(r'\W+', '', obj.slug)
if g.user not in obj.owners:
obj.owners.append(g.user)
utils.validate_json(obj.json_metadata)
utils.validate_json(obj.position_json)

def pre_update(self, obj):
check_ownership(obj)
Expand Down Expand Up @@ -1369,6 +1371,8 @@ def save_dash(self, dashboard_id):
md = dash.metadata_dejson
if 'filter_immune_slices' not in md:
md['filter_immune_slices'] = []
if 'filter_immune_slice_fields' not in md:
md['filter_immune_slice_fields'] = {}
md['expanded_slices'] = data['expanded_slices']
dash.json_metadata = json.dumps(md, indent=4)
dash.css = data['css']
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7 changes: 1 addition & 6 deletions caravel/viz.py
Expand Up @@ -196,12 +196,7 @@ def get_extra_filters(self):
extra_filters = self.form_data.get('extra_filters')
if not extra_filters:
return {}
extra_filters = json.loads(extra_filters)
# removing per-slice details
summary = {}
for flt in extra_filters.values():
summary.update(flt)
return summary
return json.loads(extra_filters)

def query_filters(self, is_having_filter=False):
"""Processes the filters for the query"""
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48 changes: 48 additions & 0 deletions docs/faq.rst
Expand Up @@ -61,3 +61,51 @@ Why is the map not visible in the mapbox visualization?

You need to register to mapbox.com, get an API key and configure it as
``MAPBOX_API_KEY`` in ``caravel_config.py``.


How to add dynamic filters to a dashboard?
------------------------------------------

It's easy: use the ``Filter Box`` widget, build a slice, and add it to your
dashboard.

The ``Filter Box`` widget allows you to define a query to populate dropdowns
that can be use for filtering. To build the list of distinct values, we
run a query, and sort the result by the metric you provide, sorting
descending.

The widget also has a checkbox ``Date Filter``, which enables time filtering
capabilities to your dashboard. After checking the box and refreshing, you'll
see a ``from`` and a ``to`` dropdown show up.

But what about if you don't want certain widgets to get filtered on your
dashboard? You can do that by editing your dashboard, and in the form,
edit the ``JSON Metadata`` field, more specifically the
``filter_immune_slices`` key, that receives an array of sliceIds that should
never be affected by any dashboard level filtering.


..code::

{
"filter_immune_slices": [324, 65, 92],
"expanded_slices": {},
"filter_immune_slice_fields": {
"177": ["country_name", "__from", "__to"],
"32": ["__from", "__to"]
}
}

In the json blob above, slices 324, 65 and 92 won't be affected by any
dashboard level filtering.

Now note the ``filter_immune_slice_fields`` key. This one allows you to
be more specific and define for a specific slice_id, which filter fields
should be disregarded.

Note the use of the ``__from`` and ``__to`` keywords, those are reserved
for dealing with the time boundary filtering mentioned above.

But what happens with filtering when dealing with slices coming from
different tables or databases? If the column name is shared, the filter will
be applied, it's as simple as that.

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