Creating a direct or independent filter

You can create a direct or independent custom filter for a dashboard.

Before you begin

If you want to use data definition queries in the filter, then ensure that those data definitions are already created. For more information about creating data definitions, see Creating a custom data definition.

About this task

After you log in to Dashboard Designer, you can create custom filters by using any of the following options on the landing page:

Click CREATE COMPONENTS, then in the Create Components page, click FILTERS.
Click the Expand icon to open the left navigation pane of Dashboard Designer, and click Filters > Custom > Create New Filters.

Procedure

Direct or Independent filter based on static values.

To create a Direct or Independent filter based on static values, complete the following steps:
1. In the left navigation pane of Dashboard Designer, click Filters > Custom > Create New Filters.
  
  The New Filter page opens.
2. Click the Edit Filter Name 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 Direct / Independent Filter.
4. Click Specify Static Values to provide hardcoded values for filter display.
5. In the Value to be Parsed and Value to be Displayed fields, specify the values.
  
  Note: The value that is entered in the Value to be Displayed field is displayed on the dashboard where this filter is added.
6. Click the Save icon.
7. The values that you enter first in the Value to be Parsed and Value to be Displayed fields are set as default values. However, if you want a specific set of parsed and displayed values to be displayed as the default values in the dashboard filter, then click the Default icon against a row in filter.
  Similarly, you can add more filter values.
  To modify or delete the parsed and displayed values that are already entered, complete any of the following steps:
  - To modify the values, click the Edit icon that is displayed on that row.
  - To delete the values, click the Delete icon that is displayed on that row.
8. Optional: If you do not want a filter to be displayed on any dashboard, then select the Save As Hidden Filter check box.
9. To save the filter, click Save.
10. 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.

Direct or Independent filter based on data definition.

To create a Direct or Independent filter based on data definition, complete the following steps:
1. In the left navigation pane of Dashboard Designer, click Filters > Custom > Create New Filters.
  
  The New Filter page opens.
2. Click Direct/Independent Filter.
3. Click Specify Values through a Data Definition to get the values for the filter from data definition.
4. From the Data Definition list, select an already created query that you want to filter.
5. In the Value to be Parsed and Value to be Displayed fields, specify a column name that is used in the data definition.
6. In the Default Value field, specify a value that matches with one of the values that is used in the data definition.
  
  Note: The value that is entered in the Value to be Displayed field is displayed on the dashboard where this filter is added.
7. Optional: If you do not want a filter to be displayed on any dashboard, then select the Save As Hidden Filter check box.
8. To save the filter, click Save.
9. 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.

Results

The newly created custom filter is listed under Most Recently Created Filters in the navigation pane.

What to do next

You can use filters in a dashboard. For more information, see Creating a dashboard.