Creating a conditional or dependent filter

You can create a conditional or dependent custom filter for a dashboard. This type of filter is created based on an existing filter to refine its filtering conditions.

Procedure

Complete the following steps to create a conditional or dependent filter:

  1. In the left navigation pane of Dashboard Designer, click Filters > Custom > Create New Filters.

    The New Filter page opens.

  2. Click the Edit Edit icon that is displayed next to the New Filter field, and enter a name for the filter.
    Note: Only alphanumeric characters and underscore are supported.
  3. Click Conditional/Dependent Filter.
  4. In the Parent Filters area, complete the following steps:
    1. From the Category list, select a filter category that contains the filter to be refined.

      The Filters area displays all the filters that are contained within the selected category.

    2. In the Filters area, select a filter that you want to add conditions to.

      The Parent Filter field in the Filter Value Conditions area, displays the selected filter.

    If you want to define a condition for multiple filters within different categories, then you can repeat this step to add those filters.
  5. In the Filter value Conditions area, complete the following steps:
    1. From the Value list, select any one of the following options:
      • To filter values in the parent filter based on the specified value, in the Value list, enter the value.

        The value that is entered must be a present in the parent filter.

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

        All the values in the parent filter are displayed.

    2. Based on the condition that is specified, you can create any one of the following dependent filters with static values:
      • Direct or Independent filter based on static values.
      • Direct or Independent filter based on data definition.

        For more information about creating these filters, see Creating a direct or independent filter.

    To add multiple conditions, click Add Another Condition.

    To delete an already created condition, click Delete Condition.

  6. Optional: If you do not want a filter to be displayed on any dashboard, then select the Save As Hidden Filter checkbox.
  7. To save the filter, click Save.
  8. In the Save Filter window, complete the following steps:
    • In the Name field, enter a name for the filter.
    • To save the filter to an existing category, click Existing category, select a category name from the drop-down list, and then click Save.
    • To save the filter to a new category, click New Category, enter a category name, and then click Save.

    To save the filter with another name, click the Save As option.