Creating Dashboard Filters
- Click , the Dashboards tab, and select a dashboard from the list.
- Click , the Toggle filters button, on the dashboard heading.
- In the Filters panel, click Filter Your Dashboard.If other filters are already defined, click , the Create button, at the top of the Filters panel to add a new filter.
- In the Add Filter dialog box, configure the settings required for the new filter.
After a filter is added to the dashboard, it is displayed in the Filters panel and it is automatically turned on. Any changes that you make to the filter are immediately reflected in the dashboard.
- Select the field that you want to use for the filter.
- Select a type of filter from the tabs on the left.Several types of filters are available, including List, Text, Values, Calendar, Time Frame, and Ranking. The available options depend on whether the selected field is a numeric field, a text field, or a date.
- Specify filtering details in the panel on the right.The settings depend on the type of filter that you are creating:
- List filter
For more information, see Creating a List Filter.
- Text filter
For more information, see Creating a Text Filter.
- Numeric value filter
For more information, see Creating a Numeric Value Filter.
- Ranking filter
For more information, see Creating a Ranking Filter.
- Calendar filter
For more information, see Creating a Calendar Filter.
- Time frame filter
For more information, see Creating a Time Frame Filter.
- List filter
- To save the filter and add it to the Starred tab for future use, click , the Favorite button.You can save the filter with the default name or specify a different name.
Saved filters are useful when you want to quickly add a new filter with the same field type or to update a filter to reflect the unique parameters defined in the saved filter.
Your saved filters are visible to recipients when you share the dashboard.
- Click OK to filter the data in the dashboard and add the new filter to the Filters panel.
- To reorder the filters in the Filters panel, drag a filter above or below another filter.
- To rename a filter, click , the Options button, and select Rename. Enter the new filter name in the text box.