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 Types

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.