Dashboard Filtering

Dashboard views can be filtered in several ways:

Filtering Panel

The Filtering Panel offers a quick and intuitive way to filter your dashboard, based on lists of the possible values of a field.

Important

For a Filtering Panel to be functional, at least one Global Parameter has to exist in the system (refer to Global Parameters for more details). The Global Parameter must be associated with a Field within the Data Models where the Dashboards Views originate.

To use the Filtering Panel :

  1. In the Setting menu (right panel), click Edit Dashboard to enter edit mode.
  2. In the Edit menu, select Dashboard Properties.

  3. Open the Filtering Panel section of the Properties menu to view the filters. From here you can add, edit, remove or reorder the filters.

    The remaining views in the dashboard can now be filtered automatically.

Filtering using Multiple Selection

You can filter a dashboard using the Multiple Selection option. This is useful for mobile users that do not have a CTRL key, as they would otherwise be unable to perform multiple selection on the tile filtering prompt.

Multiple Selection allows new values to be selected with a single click on each row of a filtering tile prompt (simulating holding the CTRL key) and single-clicking on a selected row to deselect it. When Multiple Selection is off, only one row is selectable at a time unless you use the CTRL or Shift buttons to select multiple rows.

To turn on Multiple Selection, access the Filtering Panel and toggle the Multiple Selection option.

Filtering using the Selection Page

The dashboard can also be filtered via the Selection Page window by clicking on next to the prompts or by setting a prompt in the Prompt on open property of the dashboard (refer to Saving Changes for more details).

Filtering using the External Link

To filter a dashboard by year, insert the external link received at the end of the URL; for example: &F=Year=2018

The dashboard will be updated with the specified year's data only.

Filtering on Click

It is possible to filter the content of the Dashboard by clicking on any value of any type of View that has been predefined in the Dashboard Designer (by selecting Add To Filter).

Tip

Toggle the single-click selection in your dashboard to swiftly apply filters across different views (except Maps), enhancing your data analysis without disrupting your current view's configuration.