Creating Dashboard Filters

Dashboard filters affect all the widgets in the dashboard, except for the widgets that you configured as independent.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
To create a dashboard filter:
  1. Click Dashboards tab, the Dashboards tab, and select a dashboard from the list.
  2. Click Toggle filters button, the Toggle filters button, on the dashboard heading.
    Dashboards tab - Filters panel
  3. In the Filters panel, click Filter Your Dashboard.
    If other filters are already defined, click Create button, the Create button, at the top of the Filters panel to add a new filter.
  4. In the Add Filter dialog box, configure the settings required for the new filter.
    Add Filter dialog box - Select field
    1. Select the field that you want to use for the filter.
    2. 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.
      Add Filter 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:
    4. To save the filter and add it to the Starred tab for future use, click Favorite button, 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.

    5. Click OK to filter the data in the dashboard and add the new filter to the Filters panel.
    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.
      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.

In this section:

  1. Creating a List Filter
    List filters let you specify whether selected field values are included or excluded.
  2. Creating a Text Filter
    Text filters let you filter data based on text matching.
  3. Creating a Numeric Value Filter
    Numeric value filters let you limit the dashboard data to specific value ranges. For example, you can display only printer clicks under a certain value.
  4. Creating a Ranking Filter
    Ranking filters let you include only the top ranking or bottom ranking field values.
  5. Creating a Calendar Filter
    Calendar filters let you select custom date ranges from a calendar.
  6. Creating a Time Frame Filter
    Time frame filters let you filter dashboards to preset dynamic time frames, such as Last Year, Last 2 Quarters, or Last Week.
  7. Using Wildcard Characters in Filters
    To filter lists or text quickly, you can use wildcard characters such as underscore (_) or percent (%), which function as placeholders.
  8. Configuring Advanced Filtering Criteria
    You can define advanced filtering criteria that are not included in the predefined settings.
  9. Creating Dependent Filters
    Dependent filters let you combine multiple dashboard filters into a hierarchy. The filters affect each other from parent to child, to grandchild, and so on. When you filter the parent field, fewer options are available for the child filter.
  10. Limiting Filters to Specific Values with Background Filters
    Background filters let you limit the data that is exposed to viewers or reduce the amount of filtering required.
Parent topic: Working with Filters