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 left 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 of the filter in the Search field.
  - To delete a filter, either select a filter and click the Delete button, or click the 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 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 conditions, or previewing a filter.

To modify filter name, filter conditions, or to preview it, complete the following steps:
1. In the All Filters page, click the View/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 filter name, click the Edit Filter Name icon that is displayed next to it, and enter a name.
  - To preview the filter, click the Preview icon.
    The filter preview opens in a new tab.
  - To modify filter values, click the Edit icon that is displayed next to it, and specify new values.
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 left 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 of the filter in the Search field.