Search and Filtering

Search and Filtering are two of the most powerful tools for exploring large and complex data sets. By combining these two features it’s possible to find that elusive bit of information or discover that aha moment.

This guide will cover each of the search and filter functions including example of how it can be used.

Search #

The collection search is a way of filtering the collection that should be familiar to most users. It features a text box where a metadata query can be entered.

Entering a search term and clicking enter will look in all metadata fields to try and find the text. This is a case-insensitive search, meaning that it will find the word or phrase regardless if it contains upper or lower case characters. The results of the search will be displayed in the main view area.

For each entered search term appears below the search text box. To remove a keyword, simply click the ‘x’ to remove it.

Filters #

Mastering Zegami’s filters is the best way to really get the most out of your collection. There are multiple ways to filter a collection, depending on the type of data that is in each column and how its been configured.

The filters are activated by selecting the filter panel, which displays a list of all the columns.

Text #

Text or categorical data is displayed as a list of check boxes. Selecting an item in the check box list will filter the collection to all items that contain that value. Selecting multiple values will display all items that contain any one of the selected values (also known as an or operation).

If there are a lot of text filters then the search box at the top can be used to filter the list of items.

The Sort By dropdown gives us the option to sort the list alphabetically or by count.

Numbers #

There are multiple ways that Numbers can be filtered which is what makes Zegami especially useful for highly numeric data sets.

Range #

The first Numeric filter type is the range filter.

The range filter is used to select the minimum and maximum numeric value to filter on by dragging the slider controls or entering the value into the text boxes. The range filter also features a histogram chart which shows how the values (in the above example Birth Rate/1000) are distributed between the two values of 6.72 to 46.12.

Scatter plot #

The scatter plot filter is a way to combine two Numeric or Date values into one filter. This is especially useful to see patterns of correlations between two values. To activate the scatter plot filter, select the scatter context button and select a second column to be used as the charts y-axis.

To select a group of points in the plot, simply draw or lasso an area around the points of interest.

Dates #

Dates are handled in a very similar way to Numeric values. Dates can be filtered by range and also have a summary line chart to show distribution across the values.

Like numbers, dates can also be filtered using the scatter plot.

Location #

It is also possible to filter items based on their geographic location. Similarly to the the scatter plot filter, items are rendered as points on a map.

They can then be filtered by drawing a selection around the points of interest. Select the drawing tool by clicking on the pencil icon in the top right-hand corner of the map.

The map view also has simple zoom controls (bottom right).

Filters Applied #

We are able to keep track of the filters we successively apply to a collection, by clicking on the Filters Applied button at the top of the screen, which also indicates the current number of filters applied to the collection. On the screenshot below we can see there are 2 filters applied to the collection. We are also able to individually remove each filter by clicking the cross button in front of the filter description.

The Filters Applied feature summarises the filters currently applied to the collection and lets us know how many individual records each of filters contributes with to the current collection view.

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