A bit of context on Filters

• Filters have a include / exclude mode
• List filters have a shuttle control – the left-hand side shows the list of value for the column and the right hand side shows the inclusion (or exclusion if Exclude is checked)

A bit of context on Data Actions / Keep Remove Selected / Drill

• Keep, Remove Selected / Drill essentially adds a filter to the canvas for the selected mark(s). There is a logic as to which filter scope the filter is added – dashboard filter or top filter bar or expression filter
• Data Actions passes context of the selected mark and other filters to target canvas / workbook. There is a logic as to which filter scope the filter the data action filter context is passed to on target canvas/workbook – dashboard filter or top filter bar or expression filter
• These features first will try to find a
  • Matching column on a dashboard filter viz in the canvas
    • if there is, it will reuse the column and pass the values
    • If there is no matching dashboard filter, it will try to find a matching column in the top filter bar and pass the values
    • If there is no match top filter bar column, It will create a expression filter

This can be an issue when you want to use a data action on a certain attribute. It will pass the excluded attributes and not the specific attribute you clicked on.

In this list filter state – there are no values in the selection list, the query does not have a where clause

In this state for list filter, there is a value in Inclusion but since Exclude is set – the query has a where clause to exclude Furniture (which is as good as exclude Furniture but include all other values)

Now, when you pass a Data Action that has a filter with a exclusion list – the data action passes the same context target canvas. The data is filtered correctly except that the user expect the filter values to be set to all values but Furniture, but we set it to Furniture with Exclude mode on. We can improve this experience to match what expression filter does – I will follow up with my team.