Implementing Filters
Filters display a subset of data based on the dashboard user's point of view. For example, a European user may only want to see EMEA region asset data, whereas the dashboard's default region is the NA region.
Note:To ensure that a filter links to the correct content in a dashboard, the content to which you are linking (data table or chart) must contain at least one parameter.
Below are general instructions for adding filters to your dashboard:
1. | In the dashboard page, select Edit (the pencil icon), which will make the Objects pane appear. |
2. | Under General Settings, select Prompts. |
The Prompts pane appears on the right. No filters are listed if this is the first time you are assigning filters.
3. | To display a filter toolbar to users of the dashboard, enable Show Prompt Toolbar. |
The prompt toolbar appears at the top of the dashboard.
4. | Click the Add button to start adding filters. |
The Prompt dialog box appears.
5. | In the Prompt dialog box, type a display name for the control label. For example, “Hardware Category.” |
6. | Enable Display Name as Control Label if you want users to see the display name in the filter toolbar. |
7. | Select your control type. Control types define how your filter values are selected; for example, in a drop down list, radio button, checkbox, and so on. |
The table below contains a description of each control type.
Control Type |
Description |
Drop Down |
Users select a filter value from a drop-down list. |
List |
Users select a filter value from a scrolling list. This filter control supports multiple selections. |
Radio button |
Users click a radio button to select a filter value. |
Checkbox |
Users enable a checkbox to select a filter value. This filter control supports multiple selections. |
Button |
User click a button to select a filter value. This filter control supports multiple selections. |
Text Field |
Users enter a text string or number into a text field manually. |
Date Picker |
Users examine filter values based on calendar date. |
Your dashboard now has a filter.
If you plan to provide hard-coded names and values for your dashboard users, or produce a dynamic filter list, continue on to the next few sections.