This reference covers all control types available in Analyse data. Use it to choose the right control for your workbook based on how you want viewers to interact with the data.
Controls are organised into four categories: selection controls for choosing from options, numeric controls for working with numbers, date controls for time-based filtering, and navigation controls for exploring data hierarchies.
Selection controls
Selection controls let viewers choose from a set of options. Use these when you want people to pick specific values, toggle settings, or filter across multiple charts at once.
Control | Input method | Output | Best used for |
List values | Dropdown menu | One or more values | Letting viewers select from a list of options—for example, choosing which regions, product categories, or reporting periods to include |
Segmented control | Clickable segments (1–7 options) | Single value | Switching between a small set of related views, such as quarterly, monthly, or weekly data |
Switch | Toggle on/off | True or false | Binary choices where the options are clearly on or off—for example, including or excluding internal data |
Checkbox | Tick box | True or false | Optional inclusions where unchecked is the default—for example, showing incomplete records |
Legend | Click legend items | One or more values | Filtering multiple charts at once by clicking items in a shared legend |
List values
The list values control displays a dropdown menu where viewers can select one or more values. This is the most versatile selection control and works well when you have more than seven options to choose from.
Up to 200 values can appear in the dropdown. If your data has more than 200 unique values, enable the search box so viewers can find what they need quickly.
Configuration option | Description |
Multiple selection | Enable or disable selecting more than one value |
Search box | Show a search box for long lists |
Default selection | Set which value(s) are selected when the workbook loads |
Required | Mark the control as required (data won't load until a selection is made) |
Example use |
Select which emission categories to include in a chart |
Choose one or more reporting years to compare |
Filter a workbook page to show specific facility locations |
Segmented control
A segmented control displays between one and seven clickable segments. Viewers can select one segment at a time, making it ideal for toggling between related views of the same data.
This control works similarly to radio buttons—selecting one option automatically deselects the others.
Configuration option | Description |
Value source | Define segments manually, from a data column, or from presets (month names, weekday names, date parts) |
Clear option | Show a "clear" option to reset the selection |
Required | Mark the control as required |
Example use |
Switch between scope 1, scope 2, and scope 3 emissions views |
Toggle chart time periods between quarterly, monthly, and weekly |
Show data for different product lines |
Switch
A switch control displays a toggle that viewers can turn on or off. Use this for straightforward yes/no choices where the meaning of each state is clear.
Configuration option | Description |
Default state | Set the default state (on or off) |
Labels | Customise the labels for true and false values |
Example use |
Include or exclude estimated data |
Show or hide baseline comparisons |
Toggle between absolute values and percentages |
Checkbox
A checkbox control displays a tick box that viewers can select or deselect. While similar to a switch, checkboxes work better when the unchecked state is the obvious default and checking the box adds something optional.
Configuration option | Description |
Default state | Set the default state (selected or deselected) |
Label | Customise the label |
Example use |
Include incomplete survey responses |
Show records flagged for review |
Display detailed breakdowns |
Legend
A legend control acts as both a chart legend and a filter. When viewers click items in the legend, the connected charts update to show only the selected values.
This control is particularly useful when you want multiple charts to share the same colour scheme and respond to the same filter selections.
Configuration option | Description |
Target charts | Connect to one or more charts |
Others grouping | Set how many items to show before grouping the rest into "Others" |
Colour assignments | Configure colour assignments for legend items |
Example use |
Apply consistent colours to emission categories across multiple charts |
Filter a page by clicking legend items |
Group minor categories into an "Others" segment |
Numeric controls
Numeric controls let viewers filter data by entering or selecting numbers. Use these when you need to set thresholds, define ranges, or limit results to top or bottom values.
Control | Input method | Output | Best used for |
Number input | Type a number | Single number | Entering an exact threshold or value |
Number range | Two number fields | Minimum and maximum | Filtering to values within a range |
Slider | Drag slider | Single number | Selecting a number visually within a defined range |
Range slider | Drag two handles | Minimum and maximum | Selecting a numeric range visually |
Top N | Rank direction and count | Ranking filter | Showing only the highest or lowest N values |
Number input
A number input control provides a text field where viewers enter a specific number. This is useful when you need an exact value rather than a selection from predefined options.
Configuration option | Description |
Comparison operator | Set the comparison operator (equal to, greater than or equal to, or less than or equal to) |
Default value | Define a default value |
Example use |
Show only facilities with emissions above a threshold |
Filter to a specific supplier ID |
Set a minimum response count for survey data |
Number range
A number range control provides two fields—one for minimum and one for maximum values. The range includes both endpoint values. You can leave either field empty to create an open-ended range.
Configuration option | Description |
Default values | Set default minimum and maximum values |
Placeholder text | Define placeholder text for the input fields |
Example use |
Filter to emissions between 100 and 500 tonnes CO₂e |
Show products within a specific price range |
Include only records with a completeness score between 80% and 100% |
Slider
A slider control lets viewers select a number by dragging a handle along a track. This provides a more visual way to select values and prevents invalid entries by constraining the range.
Configuration option | Description |
Range | Set the minimum and maximum values for the track |
Step size | Define the step size (how much the value changes with each movement) |
Comparison operator | Set the comparison operator |
Default value | Define a default value |
Example use |
Set a minimum confidence score for displaying data |
Filter to records above a certain age |
Adjust a threshold interactively |
Range slider
A range slider control lets viewers select both a minimum and maximum value using two handles on a single track. This combines the visual appeal of a slider with the flexibility of a range filter.
Configuration option | Description |
Range | Set the overall minimum and maximum for the track |
Step size | Define the step size |
Default positions | Set default positions for both handles |
Example use |
Select an emissions intensity range |
Filter to a band of employee counts |
Define upper and lower bounds for quality scores |
Top N
A Top N control filters data to show only the highest or lowest values based on a ranking. This is useful for focusing on outliers or the most significant items.
Configuration option | Description |
Rank direction | Set the rank direction (top or bottom) |
Default count | Set the default count |
Rank type | Choose whether to rank by value or percentage |
Example use |
Show the top 10 emission sources |
Display the bottom 5 performing facilities |
Focus on suppliers in the top 20% by spend |
Date controls
Date controls let viewers filter data by dates and date ranges. Use these when your analysis involves time-based data such as reporting periods, trends over time, or deadline tracking.
Control | Input method | Output | Best used for |
Date | Calendar picker | Single date | Selecting a specific date |
Date range | Two calendar pickers | Start and end date | Filtering to a period |
Date
A date control provides a calendar picker for selecting a single date. Both fixed dates (such as 15 January 2025) and relative dates (such as "7 days ago") are supported.
Configuration option | Description |
Comparison operator | Set the comparison operator (on, before, after, on or before, on or after) |
Default date | Set a default date |
Relative dates | Enable relative date options |
Example use |
Show data as of a specific reporting date |
Filter to records created after a baseline date |
Display items due before a deadline |
Date range
A date range control provides two calendar pickers—one for the start date and one for the end date. The range includes both dates. Both fixed and relative dates are supported, making it easy to create filters like "last 30 days" or "current quarter to date".
Configuration option | Description |
Default dates | Set default start and end dates |
Relative presets | Enable relative date presets |
Available presets | Configure available date presets |
Example use |
Filter to a specific reporting period |
Show emissions data for the current quarter |
Compare data across custom date ranges |
⚠️ Financial Years are stored as numbers in Altruistiq as they cannot be configured as a standard "year". Therefore you can use number controls (e.g. selection controls) to manage these.
Navigation controls
Navigation controls guide viewers through different levels of data detail. Use these when you want to provide a structured way to explore data organised in levels—such as moving from totals to categories to individual items.
Control | Input method | Output | Best used for |
Drill down | Click through defined levels | Current category | Guiding viewers through a predefined exploration path |
Drill down
A drill down control enables viewers to navigate through predefined levels of detail. When connected to a chart, viewers can double-click data points to drill into more detail, then drill back up to see the broader picture.
This control is particularly useful when you want to guide viewers through a specific exploration path rather than giving them unrestricted exploration options.
Configuration option | Description |
Drill path | Define the drill path (the sequence of columns viewers can drill through) |
Target charts | Connect to one or more charts |
Double-click | Enable double-click to drill |
Example use |
Drill from total emissions to emissions by category to emissions by source |
Explore supplier data from region to country to individual supplier |
Navigate from annual totals to quarterly to monthly breakdowns |
Tips for choosing the right control
Use this quick-reference table to select the right control based on your needs.
If you need... | Use this control |
A yes/no toggle (2 options) | Switch or Checkbox |
A choice between 3–7 options | Segmented control |
A choice from more than 7 options | List values |
An exact number threshold | Number input or Slider |
A numeric range (min and max) | Number range or Range slider |
The top or bottom N values | Top N |
A specific date | Date |
A date period | Date range |
Visual, constrained number selection | Slider or Range slider |
Multiple charts to filter together with visual feedback | Legend |
Guided exploration through a data hierarchy | Drill down |