5. Presets

The Preset offers users the ability to create and apply pre-configured filter settings. It streamlines filtering by allowing users to quickly switch between commonly used settings without the need for manual adjustments.

Preset Types:

  1. Saved Filter Presets:

    • Allows users to save frequently used filter combinations, making it easy to apply complex filters with a single click.

  2. Conditional Formatting Presets:

    • Enables the use of pre-set conditional formatting rules in both Hierarchy and Facet Filters, highlighting key data points automatically.

  3. Dynamic Date Presets:

    • Allows users to quickly filter data using predefined date presets while also offering customization options for flexibility.

  4. Measure Based Presets:

    • Allows users to create dynamic filtering presets based on measure values within a visual.

  5. Rank Based Preset:

    • Allows users to create dynamic filtering presets based on rank using measure values within a visual

  6. Customization Options:

    • A range of customization options is available, each explained in detail.

  7. Formatting Options:

    • A range of formatting options for preset is available and each explained in detail.

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