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(DOCSP-6315): Enable/disable filters (#227)
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source/filter-documents.txt

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@@ -193,7 +193,7 @@ Select the appropriate tab for more information on the date filter:
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ago from the current date:
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.. figure:: /images/charts/relative-date.png
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:scale: 100%
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:scale: 70%
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:alt: Image showing relative date filter
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.. tab:: Absolute Date Filter
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``2018``:
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.. figure:: /images/charts/absolute-date.png
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:scale: 60%
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:scale: 70%
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:alt: Image showing absolute date filter
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|
@@ -313,6 +313,24 @@ chart.
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:scale: 100%
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:alt: Image showing boolean filter
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.. _enable-disable-filter:
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Enable or Disable a Filter
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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You can toggle whether a filter in the :guilabel:`Filter` tab
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is enabled or disabled. Disabled filters do not affect the documents
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which appear in the chart. Disabled filters are grayed out and cannot
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be edited until they are enabled.
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To toggle whether a filter is enabled, hover over a filter and
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set the appearing toggle at the top of the filter to the desired
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setting.
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.. figure:: /images/charts/filter-tab-disable-toggle.png
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:scale: 70%
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:alt: Image showing filter toggle
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.. _query-bar:
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Query Bar
@@ -322,9 +340,6 @@ The :guilabel:`Query` bar supports more complex queries than
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the filter panel. Additionally, you can use the query bar to create
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:manual:`aggregation pipelines </core/aggregation-pipeline/>` to
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process your data before it is rendered.
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Filter Data using the Query Bar
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To filter data using the :guilabel:`Query` bar:
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@@ -336,28 +351,8 @@ To filter data using the :guilabel:`Query` bar:
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#. Click :guilabel:`Apply`.
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.. admonition:: Considerations
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:class: note
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- Filters on large collections may encounter performance issues if
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the collection is not appropriately :manual:`indexed <indexes>`.
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- The date functions utilized in the |charts| query bar are
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consistent and compatible with the date functions used in the
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:manual:`mongo shell </mongo>`. As a result, you can use:
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- ``new Date()``,
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- ``ISODate()``, or
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- ``new ISODate()``.
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|
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The ``Date()`` function (as opposed to the ``new Date()``
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constructor) returns the current date as a string, so it cannot be
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used for querying dates in |charts-short|.
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Element Query Example
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`````````````````````
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~~~~~~~~~~~~~~~~~~~~~
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The following chart shows the average Metacritic ratings of movies
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over time :ref:`binned <charts-bin-data>` by 5 year periods.
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.. _regex-filter:
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Regular Expression (RegEx) Query Example
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````````````````````````````````````````
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. _`regular expression`: :manual:`
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@@ -413,7 +408,7 @@ letter ``A`` or ``a``, you would write the following in the
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{ "jobs" : { $regex : "^A", $options : "i" } }
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Date Query Example
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``````````````````
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~~~~~~~~~~~~~~~~~~
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The following chart shows total sale amounts from an office supply
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company, categorized by purchase method:
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a ``saleDate`` equal to or more recent than ``January 1, 2017`` with at
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least 5 elements in the ``items`` array.
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Considerations
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~~~~~~~~~~~~~~
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- Filters on large collections may encounter performance issues if
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the collection is not appropriately :manual:`indexed <indexes>`.
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- The date functions utilized in the |charts| query bar are
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consistent and compatible with the date functions used in the
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:manual:`mongo shell </mongo>`. As a result, you can use:
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- ``new Date()``,
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- ``ISODate()``, or
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- ``new ISODate()``.
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The ``Date()`` function (as opposed to the ``new Date()``
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constructor) returns the current date as a string, so it cannot be
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used for querying dates in |charts-short|.
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.. _charts-agg-pipeline:
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Create Aggregation Pipelines
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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----------------------------
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:manual:`Aggregation pipelines </core/aggregation-pipeline/>` transform
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your documents into an aggregated set of results. In |charts|,
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aggregation pipelines are commonly used to visualize new fields created
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from calculated results of pre-existing fields, but also have many other
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applications.
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To create an aggregation pipeline in the :guilabel:`Query` bar:
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To create an aggregation pipeline:
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1. In the :guilabel:`Query` bar, input an aggregation pipeline. Your
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pipeline must be in square brackets.
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#. Click :guilabel:`Apply` to execute your pipeline.
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Aggregation Pipeline Example
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````````````````````````````
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Example
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~~~~~~~
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The following chart shows total sale amounts from an office supply
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company, categorized by store location. The chart utilizes the
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``saleAmounts`` categorized by store location.
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Limitations
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```````````
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~~~~~~~~~~~
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The :pipeline:`$lookup` operator is not supported in the
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aggregation pipeline builder.
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