Creating Widget Filters
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.
- Click , the Dashboards tab, and select a dashboard from the list.
- Create or edit a widget.
- In the Widget Designer, click the Filters tab on the right.The Filters panel is displayed with separate Dashboard Filters and Widget Filters sections.
- Under Widget Filters, click , the Add button.
- In the Filter a Field dialog box, configure the settings required for the new filter.
You can define multiple filters, each for a different field. These filters have an AND relationship between them.
- Select the field that you want to use for the filter.
- Select a type of filter from the tabs on the left.
- 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.
- Click OK to filter the data in the widget and add the new filter to the Filters panel in the Widget Designer.
- 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.
- 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 , the Options button, select Create Background Filter, configure the filter settings, and click OK.
- For a filter that already has specific values selected, click , 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 , the Options button, and select Edit Background Filter.
To remove a background filter, click , the Options button, and select Remove Background Filter.
- Click Apply.