Creating Widget Filters

In the Widget Designer, you can specify which subset of data values is displayed in a widget by defining a widget filter. This type of filter affects only the widget it is applied to. For example, you can create a filter that shows data only from specific printers.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.

Widget filters are not visible in the dashboard and cannot be edited directly from the dashboard. Viewers do not see these filters and cannot change them.

When you create a widget filter for a field that is already filtered in a dashboard filter, the widget filter overrides the dashboard filter. For example, you can apply both a dashboard filter and a widget filter for the months field. If January and February are selected for the dashboard filter and March and April are selected for the widget filter, you see data for March and April in the widget, according to the widget filter.

If your widget is filtered using measured values, the measured value overrides any other widget or dashboard filters set for the same fields.

To add a widget filter:
  1. Click Dashboards tab, the Dashboards tab, and select a dashboard from the list.
  2. Create or edit a widget.
    For more information, see Creating Widgets or Editing Widgets.
  3. In the Widget Designer, click the Filters tab on the right.
    The Filters panel is displayed with separate Dashboard Filters and Widget Filters sections.
    Widget Designer - Filters panel
  4. Under Widget Filters, click Add button, the Add button.
  5. In the Filter a Field dialog box, configure the settings required for the new filter.
    Filter a Field dialog box
    1. Select the field that you want to use for the filter.
    2. Select a type of filter from the tabs on the left.
      Filter a Field dialog box - Configure filter
    3. Specify filtering details in the panel on the right.
      The settings depend on the type of filter that you are creating.

      The procedure for defining widget filters is similar to the procedure for defining dashboard filters. For more information on creating filters, see Creating Dashboard Filters. The difference is that the widget filter affects only the widget it is defined for and can be accessed only from the Widget Designer.

    4. Click OK to filter the data in the widget and add the new filter to the Filters panel in the Widget Designer.
    You can define multiple filters, each for a different field. These filters have an AND relationship between them.
      Note:
    • To reorder the filters in the Filters panel, drag a filter above or below another filter.
    • To rename a filter, click Options button, the Options button, and select Rename. Enter the new filter name in the text box.
  6. Optional: To limit the values that are visible in the widget filter, set the filter as a background filter using one of these methods:
    • For a filter without selected values, click Options button, the Options button, select Create Background Filter, configure the filter settings, and click OK.
    • For a filter that already has specific values selected, click Options button, the Options button, and select Set as Background Filter.

    The background filter is marked with a filter icon.

    Background filters are useful when you want to focus on a subset of data and avoid searching through a long list of options.

    To edit a background filter, click Options button, the Options button, and select Edit Background Filter.

    To remove a background filter, click Options button, the Options button, and select Remove Background Filter.

  7. Click Apply.
You can also directly filter a field that is already included in the widget. In the data panel on the left, hover over the field that you want to filter and click Filter field values button, the Filter field values button.
Parent topic: Working with Filters