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Set up a “Dropdown” control
“Dropdown” controls let you display values of a query into a searchable list.
Setting up a “Dropdown” control requires two main steps:
Create the “Dropdown” control for your dashboard.
Connect the “Dropdown” control to a chart.
Create a “Dropdown” control
To add a “Dropdown” control to your dashboard:
Open the dashboard where you want to add the “Dropdown” control.
Select Add control > Dropdown from the dashboard sidebar. This takes you to the control editor, which is similar to the chart editor. Learn more about the chart editor.
You’ll use Visual SQL to create your “Dropdown” control. Learn more about Visual SQL.
Instead of a chart preview, you can preview your “Dropdown” control before saving it.
Add the column you want to use for your category to the “Columns” section of the query. The values in that column will populate the options in the “Dropdown” control.
Select Run query. The preview pane will update so you can configure the control’s settings.
Edit the control’s settings as needed. Go to the next section to learn more about “Dropdown” settings.
Optionally, select a Background color for your control. By default, it uses the color from the dashboard theme.
Select Save to dashboard.
Place the newly created “Dropdown” control anywhere on your dashboard.
“Dropdown” control settings
You can edit the following settings for your “Dropdown” control:
Name
The name of the control
Data type
The data type of your “Dropdown” results:
Text
Number
Boolean
Date
Multi-select
Allows filtering by multiple values at once. If this is deselected, you can only select one value in the “Dropdown” control at a time.
Empty state
Only available when Multi-select is selected
Specifies what happens when no values are selected in the “Dropdown” control. There are two options:
Show all: Does not filter the connected charts
Show none: Shows no data for connected charts
Initial values
Set default values to select when you open the dashboard
Connect a “Dropdown” control to a chart
After you’ve created your “Dropdown” control, you’ll need to connect it to a chart to start using it to filter. You can do this by using its corresponding dashboard variable in a query.
You can also connect controls in other Visual SQL steps. Learn more about connecting controls outside of a query.
In a visual mode query
To connect a “Dropdown” control to a chart using a visual mode query:
Open the chart editor by creating a new chart or editing an existing chart on the dashboard.
In the “Filters” section of your visual mode query:
Add the column you want the control to filter. It must have the same data type as your “Dropdown” control.
Select the appropriate filter operator. If you selected Multi-select in your “Dropdown” settings, use is one of.
Select the dashboard variable of your control.
Select Run query. The result table will update with the new filter applied to the data.
Select Save to dashboard to save the chart.
In a SQL mode query
The syntax for connecting a “Dropdown” control in your SQL mode query varies depending on whether or not you’ve selected Multi-select in the control’s settings.
Single-select “Dropdown”
If Multi-select is deselected, the syntax is simple: {DROPDOWN_NAME}. Replace DROPDOWN_NAME with the name of your control.
Here’s an example of how you might get the total number of Jira issues where the project type is equal to the selected “Dropdown” value:
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SELECT COUNT(DISTINCT "Jira Issue"."issue_id") AS "Count of distinct Issue Id"
FROM "jira _issue" AS "Jira Issue"
INNER JOIN "jira_project" AS "Jira Project"
ON "Jira Project"."project_id" = "Jira Issue"."project_id"
WHERE "Jira Project"."project_type" = {DROPDOWN_NAME}Multi-select “Dropdown”
If Multi-select is selected, use the following syntax:
to include data with the selected “Dropdown” values: {DROPDOWN_NAME.IN('"table_name"."column_name"')}
to exclude data with the selected “Dropdown” values: {DROPDOWN_NAME.NOT_IN('"table_name"."column_name"')}
Replace DROPDOWN_NAME with the name of your control, and make sure to wrap the table-column reference in single quotes.
Here’s an example of how you might get the total number of Jira issues for all project types selected in the “Dropdown” control:
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SELECT COUNT(DISTINCT "Jira Issue"."issue_id") AS "Count of distinct Issue Id"
FROM "jira _issue" AS "Jira Issue"
INNER JOIN "jira_project" AS "Jira Project"
ON "Jira Project"."project_id" = "Jira Issue"."project_id"
WHERE {DROPDOWN_NAME.IN('"Jira Project"."project_type"')}Conversely, here’s an example of how you might get the total number of Jira issues for all project types not selected in the “Dropdown” control:
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SELECT COUNT(DISTINCT "Jira Issue"."issue_id") AS "Count of distinct Issue Id"
FROM "jira _issue" AS "Jira Issue"
INNER JOIN "jira_project" AS "Jira Project"
ON "Jira Project"."project_id" = "Jira Issue"."project_id"
WHERE {DROPDOWN_NAME.NOT_IN('"Jira Project"."project_type"')}Verify your chart is connected to the control
To make sure you’ve properly connected your chart to the control, you could verify this by updating the values of the control and seeing if your connected chart filters accordingly.
Alternatively, there are two ways you can check for all charts that are connected to the control.
One option is to:
Hover over the control.
Select its More actions () menu > Show connected charts.
The other option is to:
Select Settings from the dashboard sidebar.
Go to the Variables tab.
Select the chevron () next to the variable name of the control to expand its settings.
Select Show connected charts.
Both options highlight all charts on the dashboard that are connected to that particular control.
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