Managing filters

You can view, search, modify, or delete filters. You can also view, modify, or delete values within a filter.

About this task

If you modify a filter that is already assigned to dashboards or widgets, then those modifications are not displayed on the widgets or dashboards, unless you reassign the newly modified filter to the widgets or dashboards. Similarly, if you delete a filter, it remains assigned to the dashboards or widgets, unless you explicitly delete it from them.

Procedure

Viewing, deleting, or searching the existing filters

  • To view, delete, or search the existing filters, complete the following steps:
    1. In the navigation pane of Dashboard Designer, click Filters > Manage Filters.

      An All Filters page opens in a new tab. The page displays all the already created filters.

    2. Complete any of the following steps:
      • To view filters that belong to a category, from the View list, select a category.
      • To find a filter, enter the name or category of the filter in the Search field.
      • To delete a filter, either select a filter and click the Delete button, or click the Delete Delete icon on the filter row.
      • To delete multiple filters, select the filters that you want to delete, and then click the Delete button.
      • To create a copy of a filter, click the Copy Copy icon icon on the filter row. In the Create Copy window, complete the following steps:
        • In the Name field, enter a new name for the filter. You can use alphanumeric characters and underscore in the dashboard name.
        • To save the filter to an existing category, click Existing Category, and select a category from the list.
        • To save the filter to a new category, click New Category, and enter a name for the new category.
        To save the filter copy, click Save.

Modifying filter name, filter details, or previewing a filter

  • To modify filter name, filter details, or to preview a filter, complete the following steps:
    1. In the All Filters page, click the View/Edit View or edit icon that is displayed on the filter row.

      The filter opens in a new tab. The page displays the filter name, and the filter details.

    2. In the filter page, complete any of the following steps to edit the filter details:
      • To edit filter name, click the Edit filter name Edit Filter Name icon that is displayed next to it, and enter a name.
      • To edit filter label, in the Filter Label field, enter another filter label.
      • To modify the filter type, click any of the filter options, Direct / Independent Filter or Conditional / Dependent Filter.
      • To modify the filter category and filter, from the Category list, select another filter category and in the Filters pane, select the filter that you want to add.
      • To modify the filter value conditions, complete the following steps in the Filter Value Conditions pane:
        1. From the Value list, select any one of the following options:
          • To modify the filter value, in the Value field enter another value.

            The value that you enter must be a present in the parent filter.

          • To filter values in the parent filter based on any value, from the Value list, select Any other than specified.

            All the values in the parent filter are displayed.

        2. To modify static values, complete any of the following steps:
          1. Click the Edit Edit icon that is displayed on the static values row that you want to modify, and enter new values.
          2. To add more static values, in the Value to be Parsed and Value to be Displayed fields, specify the values, and click the Save Save icon.
          3. To delete the existing static values, click the Delete Delete icon that is displayed on that row.
      • To change the data definition that is used in the filter and modify the data definition column names that are used in the filter, complete the following steps:
        1. From the Data Definition list, select another data definition.
        2. Enter column names in the Value to be Parsed and Value to be Displayed fields.
        3. In the Default Value field, specify a value that matches with one of the values that are used in the data definition.
      • To change the filter control, click an option under Filter Selection.
        Select a filter control based on the number of filter values.
        Note: For a filter based on static values, you cannot select Text Field as a filter type.
      • To disable or enable multiple selections, clear or select the Enable Multiple Selections checkbox.
      • To change the number of filter values that can be selected, enter a value in the Maximum Selection Count field.
        Note: You can enter a value in the range 2 - 2000. However, selecting too many values hinders the performance of the dashboard. Hence, it is advisable to limit the number of selections to 200 values only.
      • To preview the filter, click the Preview Preview icon.

        The filter preview opens in a new tab.

      • To delete a static value, click the Delete Delete icon that is displayed on that row.
      • To save the changes, click Save.

Viewing or searching the existing filters by using View All Filters option

  • To view or search the existing filters, complete the following steps:
    1. In the navigation pane of Dashboard Designer, click Filters > View All Filters.

      A Filters pop-up window is displayed.

    2. Complete any of the following steps:
      • To view filters that belong to a category, from the Category list, select a category.
      • To find a filter, enter the name or category of the filter in the Search field.

Results

The All Filters page displays the following audit trail details for each updated custom filter:
  • Custom filter name
  • Custom filter category
  • Date and time when the custom filter was last modified, and the username of the user who last modified the filter. Only the latest record is displayed.