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[native-filters]upscope chart if the filter uses a different dataset?

See original GitHub issue

When creating a new filter, in the scoping tab, should we uncheck the checkbox if the chart is using a different dataset than the filter uses. In this case, the default radio select should be set in Apply to specific panels. Currently with the new out of scope filter section, even if a filter is completely incompatible with a chart, user can still scope it and the incompatible filter would show in the scoped section(on the top open by default), which is somewhat confusing.

Screen Shot 2021-06-03 at 3 56 29 PM Screen Shot 2021-06-03 at 4 13 42 PM

Edge case: both available datasets have common column state.

Screen Shot 2021-06-03 at 4 17 52 PM Screen Shot 2021-06-03 at 4 19 14 PM

@villebro @kgabryje @michael-s-molina this proposed solution may not be ideal either, anything thoughts team?

Issue Analytics

  • State:closed
  • Created 2 years ago
  • Comments:5 (5 by maintainers)

github_iconTop GitHub Comments

1reaction
villebrocommented, Jun 4, 2021

My suggestion would be as follows:

  • Reword the subheader “All panels with this column will be affected by this filter” to “All panels referencing this dataset will be affected by this filter”
  • Do the following pruning/fine tuning to the scoping tree:
    1. Add the certification icon to charts that reference the same dataset
    2. Show the charts that are referencing a different dataset but containing the same column name. These would be unchecked by default, but could be forcefully applied, e.g. in the case where we want to construct a filter from a small static dimension table but should apply to a large fact table. This is a common use case, so it should be possible, but not the default behavior IMO.
    3. Hide charts that don’t feature the same column name.

A few miscellaneous thoughts:

  • Time grain and time column should probably only be applicable to charts with a dataset that features a temporal column (I’d leave this out of scope for now).
  • We need to figure out a good way to encode this behavior into the dashboard metadata. Right now I believe we’re always recording the excluded charts in the metadata; AFAIK the “Apply to all panels” option isn’t explicitly recorded in the metadata and separable from the “Apply to specific panels” option. Let’s discuss this more.
1reaction
kgabryjecommented, Jun 4, 2021

I agree that it is confusing and the chart is definitely not in scope of those filters. In my opinion we should implicitly exclude from filter’s scope charts that use a different dataset than the filter (even when user selects “Apply to all panels”). If user selects “Apply to specific panels”, charts that use a different dataset should not be shown in the tree. WDYT?

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