How to Filter Rows and Columns in Visualizations and Specialty Tables Without Code

Sometimes, you may want to modify what data is shown on a visualization to add/remove certain categories. The easiest way is to do this without code via a rule, and you can also access the Data > Row Manipulations and Column Manipulations sections in the Properties for other options. There are lots of options for determining what data to show. It supports specific row/column names and positions, sample size thresholds, relative positions in the input table, other calculations listing what to show, and using a control to toggle what to show based on the user's selections. This article describes various methods of filtering in/out the rows/columns shown in Displayr's visualizations and tables with custom formatting, including:

Method 1 - Hide empty rows/columns

Method 2 - Hide rows/columns with small sample sizes 

Method 3 - Display specific rows and columns

Method 4 - Hide specific rows and columns

Method 5 - Select which Rows and Columns to Show using Controls 

Method 6 - Number of rows/columns from top/left to show

Method 7 - Number of rows/columns from bottom/right to show

Method 8 - Including NETs and Totals

Method 9 - If needed, select what rows/columns to show via an R Calculation

In this article, I have used the following table as an example:

Requirements

• A Displayr Visualization, excluding "with Test" Visualizations, or
• A specialty table created using Visualization > Specialty Table > Tables with Custom Formatting
• Method 2 only: Column Sample Size, Column n, Sample Size, or Base n statistic.

Method 1 - Hide empty rows/columns

This option hides rows and/or columns that don't contain any data. 

1. Select the visualization on your Page.
2. From the Properties , go to Data > Rules > + > Rows/Columns > Hide Empty Rows, Hide Empty Columns, or Hide Empty Rows and Columns.

Note: You must apply the rule directly to the input table if you see a table icon in the Data > Data Source > Data field in the Properties of a visualization.

You will also see a warning in the Rules section of Properties if you have applied a rule directly to a non-compatible visualization, and you will need to apply it to the input table instead. For example:

Method 2 - Hide rows/columns with small sample sizes 

This option removes rows and/or columns with a low sample size as defined in Step 4.

1. Ensure that the input source of the visualization contains one of the following statistics:  Column Sample Size, Column n, Sample Size, or Base n (see requirements).
2. Select the visualization or table on your Page.
3. From the Properties , go to Data > Rules + > Rows/Columns > Hide Columns with Small Sample Sizes, Hide Rows and Columns with Small Sample Sizes, or Hide Rows with Small Sample Sizes.
4. Specify the sample size cut-off in Minimum Sample Size.
5. OPTIONAL: Set the Statistic for columns/rows if you have multiple statistics applied.
6. OPTIONAL: If you are using the Hide Rows and Columns with Small Sample Sizes, you can untick Hide Columns or Hide Rows if you decide that you want to show one or the other.
7. Click OK.

Note: You must apply the rule directly to the input table if you see a table icon in the Data > Data Source > Data field in the Properties of a visualization.

You will also see a warning in the Rules section of Properties if you have applied a rule directly to a non-compatible visualization, and you will need to apply it to the input table instead. For example:

Method 3 - Display specific rows and columns

1. Select the visualization or table on your Page.
2. To display specific rows, go to the Properties > Data > Row Manipulations > Select Rows to show by and select Typing row names or indices.
   
   To display specific columns, go to the Properties > Data > Column Manipulations > Select Columns to show by and select Typing row names or indices.
   
3. Input either row/column number you wish to show, separated by a comma (e.g., 1,2,3), or input the exact row/column labels you want to show, separated by a comma (e.g., Strongly disagree, Somewhat disagree).

Displayr will return a table showing rows 1, 2, and 3, and columns Strongly disagree and Somewhat disagree. All other rows and columns are hidden. 

Method 4 - Hide specific rows and columns

By default, the NET, Total, and SUM rows/columns are hidden from the final output. To change the default settings:

1. Select the visualization or table on your Page.
2. To hide specific rows, go to the Properties > Data > Row Manipulations > Rows to ignore.
   
   To hide specific columns, go to the Properties > Data > Column Manipulations > Columns to ignore.
   
    
3. Specify the rows/columns you wish to ignore by adding them to the list, referencing the name of the row/column, again separating each item by a comma.

Method 5 - Select which Rows and Columns to Show using Controls 

See: How to Select Which Rows or Columns to Show in a Visualization Based on a Control Box Selection

Method 6 - Number of rows/columns from top/left to show

1. Select the visualization or table on your Page.
2. To specify the number of rows to show from the top, go to the Properties > Data > Row Manipulations > Number of rows from the top to show.
   
   To specify the number of columns to show from the left, go to the Properties > Data > Column Manipulations > Number of columns from the left to show.
   
3. Input the desired number of rows (e.g., 2) and columns to be shown (e.g., 3).

Displayr will return a table showing the first two rows and the first three columns from the left. 

Method 7 - Number of rows/columns from bottom/right to show

1. Select the visualization or table on your Page.
2. To specify the number of rows to show from the bottom, go to the Properties > Data > Row Manipulations > Number of rows from the bottom to show.
   
   To specify the number of columns to show from the right, go to the Properties > Data > Column Manipulations > Number of columns from the right to show.
   
3. Input the desired number of rows (e.g., 2) and columns to be shown (e.g., 3).

Displayr will return a table showing the last two rows and the three columns from the right.

Method 8 - Ignoring rows/columns

There is a list of rows/columns to remove from the plot in the Properties > Data tab under Row Manipulations > Rows to ignore or Column Manipulations > Columns to ignore. By default, NETs, Total, and Sum rows/columns are ignored and not plotted in visualizations. To include the NET, you would simply remove it from the comma-delimited list. You can also add names of any other rows/columns you'd like to remove from the visualization as well (such as Don't Know, Other, Misc, etc), by adding the row/column name to the list separated by a comma.

Method 9 - Select what rows/columns to show via an R Calculation

See: How to Select and Order Rows or Columns to Show in a Visualization Based on a Calculation.

Next

How to Select Which Rows or Columns to Show in a Visualization Based on a Control Box Selection

How to Select and Order Rows or Columns to Show in a Visualization Based on a Calculation