Skip to main content

Filter Manager

Last updated: Thu, 27 Apr 2017 19:06:54 GMT
iOffice Support

Filter Manager

If one or more filters are included in your dashboard, the filter manager is available to help you refine your filter mapping. With the filter manager, you can specify which dashlets and which parameters are affected by a filter. 

 

The following processes are covered in this section:

  • Opening the Filter Manager

  • Adding a Filter Using the Filter Manager

  • Deleting a Filter Using the Filter Manager

  • Creating a New Filter Using the Filter Manager

  • Deleting a Newly-Created Filter

 

Additional Topics

  • Running a Report with Input Controls or Filters

  • Simple Input Controls

  • Cascading Input Controls

 

Opening the Filter Manager

In order to open the filter manager, perform the following steps:

  1. Click Reports > Dashboards. The list of available dashboards are displayed.

  2. Click  a dashboard with filters and click the Edit Dashboards button. 

  3. Click  to open the Filter Manager

 

Figure: Filter Manager Screen

The Filter Manager for the Sales Dashboard 

The filter manager displays the filter-to-dashlet mapping, and includes the following columns and buttons:

  • Filter: the name of the filter

  • Dashlet Affected: A drop-down manu including all dashlets that can be affected by that filter.

  • Filter/Parameter Affected: A drop-down menu including all parameters associated with the selected dashlet in the Dashlet Affected column.

  • Add button (+): Used to add additional dashlet/parameter combinations to a filter.

  • Delete button (X): Used to delete a dashlet/parameter combination.

 

From the filter manager, you can add, delete, or edit an existing dashlet/parameter combination, and create a new filter to add to the dashboard.

Adding a Filter Using the Filter Manager

 In order to add a filter using the filter manager, perform the following steps:

  1. Open a dashboard with filters, and open the filter managers as described above.

  2. In the filter row you want to add the new filter, click +. A row containing new affected dashlet and filter/parameter drop-down menu appears.

  3. Using these new line items, select the dashlet and parameter combinations you want to apply to the dashboard.

  4. Click OK to apply and save, or click Cancel to discard your changes.  

Deleting a Filter Using the Filter Manager

In order to delete a filter using the filter manager, perform the following steps:

  1. Open the filter manager.

  2. In the filter row you want to delete, click X. The filter row disappears from the filter manager.  

Creating a New Filter Using the Filter Manager

In order to create a new filter using the filter manager, perform the following steps:

  1. Open the filter manager.

  2. Click Create New Filter. A new row is added to the filter.

  3. In the Filter column, enter a name for the new filter. Click outside the text box to apply the name.

  4. Click + and select the dashlet and parameter combination you want to apply to the new filter. 

  5. Click OK to apply and save, or Cancel to discard the new filter. 

Deleting a Newly-Created Filter

In order to delete a newly-created filter, perform the following steps:

  1. In the filter manager, click X in the filter row you want to delete. The Dashlet Affected and Filter/Parameter affected drop-down menus disappear.

  2. Click X again in the row you want to delete. The Filter row disappears. 

  3. Click OK to apply and save, or Cancel to discard the new filter. 

Running a Report with Input Controls or Filters

The data is filtered in the report output when running a report with an input control. The perfect input control limits the data to what you want to see and nothing more. Running a report based on a Domain Topic that defines a filter, the server can render the filter as an input control. 

 

If your system administrator has enabled the data snapshot feature, it is important to note that the default input controls - that is, the input controls as defined when the original report - or Ad Hoc View-based report is run - will overwrite any changes made to them the next time you run a report. For example, suppose you run a report, update the input controls, then save the report. At a later date, you run a report from the Report Ad Hoc View source again. That new report will replace the report you ran earlier, and your input control changes will be lost.

 

To avoid this, save your updated reports with a different name than the default. That way, when subsequent reports are run from the same source, they will not overwrite your report (unless they are given an identical name when saved). 

 

Simple Input Controls

Using input controls, you can run a report with one set of date and then another. When saved, an instance of the report with alternate input controls is called a Report Vision, and is labeled as such in the repository. 

Running a Report with Simple Input Controls:

  1. Click on a report with input controls.

  2. In the Filters panel, toggle a filter to add or remove items in a filter.

  3. Click Close, then click Apply at the bottom of the panel. The repot shows data for the filter changes you just made.

  4. Click  , then select Save As. You are prompted to name the new report.

  5. Enter a new name, then click Save.    

 

Cascading Input Controls

Cascading input controls in a report reduce a large number of choices to a manageable number. A single value chosen for a cascading input control determines which other values appear as choices for input. For example, the choice of a country determines which states or regions are listed as choices. 

Running a Report with Cascading Input Controls

  1. Click on a report with input controls. The report runs, and appears with the Filters panel open on th left-side of the Report Viewer. 

  2. In the Filters panel's drop-down select a different filter item. The other drop-downs in the Filters panel are automatically updated to reflect your choices.

 

Note: Cascading input controls are implemented as queries that access the database to retrieve the new values. The server displays an activity monitor while the query is running, and in the case of long queries, you can click Cancel and select different values.

 

  1. Under a different filter, add or remove different selections for that filter. 

  2. Click Apply to run the report with the chosen values.

  3. As with simple input controls, you can save these Options settings as a new Report Version. Click  , then select Save As

 

 

Related Topics

Dashboards Home

Tips for Designing Dashboards

Working with Legacy Dashboards

Reports Module Home