Filter elements are dashboard items designed to allow you to filter other dashboard items.
The Web Dashboard allows you to create four types of filter elements that provide the capability to filter other dashboard items.
- Combo Box.
- List Box.
- Tree View.
- Date Filter.
To add the required filter element to the dashboard, use corresponding buttons in the Filter section of the Toolbox.
The Combo Box dashboard item allows end users to select a value(s) from the drop-down list.
You can switch the combo box type in the Combo Box’s Options menu. The table below demonstrates the available Combo Box’s types.
- The Standard type allows end users to select only a single value.
- The Checked type allows end users to select multiple values in the invoked drop-down list.
The Combo Box’s dropdown contains an ‘All’ item that allows end users to select/deselect all items in the Combo Box. To hide this item, disable the Show ‘All’ Value option in the Combo Box’s Options menu.
The List Box dashboard item allows end users to select a value(s) from the list.
You can switch the list box type in the List Box’s Options menu. The table below demonstrates the available List Box’s types.
- The Checked type allows end users to select multiple values in the list box.
- The Radio type allows end users to select a single value in the radio group.
The Tree View dashboard item displays values hierarchically and allows end users to expand/collapse nodes.
The Tree View dashboard item does not support self-reference or parent-child hierarchies. The number of dimensions added to the Tree View item determines the number of levels in the hierarchy. Each level contains unique values from the corresponding level dimension. Values in each level are grouped by values in the previous dimension.
The Date Filter dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2021), or presets (Month-to-date). You can also filter dates before or after a specified date.
The DateFilter item displays a set of intervals that can be used as quick filters:
End-users can click the button to invoke the Date Picker:
All filter elements provide the Dimensions data section, which accepts dimensions used to provide filter values.
To bind the filter elements to data, click a placeholder contained in one of the available data sections and select the required data source field in the Binding section of the invoked data item menu.
To learn about the specifics of binding various filter elements to data, see the table below.
The Combo Box filter element can contain several dimensions at the Dimensions data section. In this case , the drop-down list will contain combinations of dimension values.
The List Box filter element can contain several dimensions at the Dimensions data section. In this case, the list will contain combinations of dimension values.
The Tree View filter element can contain several dimensions at the Dimensions data section. In this case, dimension values are displayed hierarchically. This can be the set of dimensions with different group intervals (e.g., Year/Quarter/Month) or the set of related dimensions (e.g., geographical data such as continents/countries/cities).
This document describes filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters.
The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (Master Filtering).
Depending on the filter element type, end-users can select a value(s) to make other dashboard items display only data related to the selected value(s).
Disable the Ignore Master Filters option in the Interactivity menu for the required filter element to allow the applying of filtering to this element.
All filter elements allow end-users to search for specific values. To search for a specific value, start typing it in a search panel. Use the clear button () to clear the search criterion.
To enable or disable a search in the Web Dashboard’s UI, go to the filter element’s Options menu and set the Enable Search option to the required value.