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Tools → Dashboard Filters Manager

About the Dashboard Filters Manager

The Dashboard Filters Manager allows a tenant user with the necessary access rights to create and manage dashboard prompts, applied filters, presentation variables, and filter options.

Dashboard Filters Manager access rights

A user that belongs to a group with the Analyze User, Individual Analyzer, or SuperRole roles can access the Dashboard Filters Manager. To access the Dashboard Filters Manager for a given dashboard:

  • In the Navigation bar, select Content.
  • Select a given dashboard.
  • In the Action bar, select More Options (⋮ vertical ellipsis).
  • Select Manage Filters & Prompts.

Dashboard Filters Manager anatomy

The Dashboard Filters Manager consists of the following:

  • Action bar
  • Data panel
  • Edit panel
  • Order bar
  • Context bar
  • Trays and Pills
  • Canvas

Action bar

Use the Action bar to access and manage the dashboard filter options (funnel with gear icon). You can also use it to exit the Dashboard Filters Manager, with or without saving changes.

  • Filter Options (funnel with gear icon): select to access and manage the dashboard filter options
  • Cancel: select to exit the Dashboard Filters Manager without saving changes, if any
  • Done: select to exit the Dashboard Filters Manager after saving changes, if any.

Data panel

The Data panel shows columns in selected physical schema tables and/or business schema views to use for dashboard filters. The Tree in the Data panel represents a hierarchy:

–– schema or business schema

–––– table or view

–––––– column

In the Tree, next to the column name, a light blue circle indicates a Dimension or Key column whereas a dark blue circle indicates a Measure column.

Use the Data panel to:

  • expand all in tree or collapse all in tree
  • search for specific tables, views, or columns in one or more schemas or business schemas
  • open the Edit panel (select + to open)
  • collapse and expand the tree of columns
  • view the details of a column
  • preview the data for a column
  • add a Formula to the Prompts, Applied Filters, or Filter Options trays (drag and drop to a tray)
  • add a Variable to the Presentation Variables tray (drag and drop to the tray)
  • add a column to the Prompts, Applied Filters, or Filter Options trays (drag and drop to a tray)

Edit panel

Use the Edit panel to select an entire Schema or Business Schema, select a Table or a View, or search for a specific Table or View. Search in the Edit panel does not support finding specific columns.

Here are some of the options available in the Edit panel:

  • select tables (Schemas) or views (Business Schemas)
  • search for a table or view
  • tree to select Schema(s) / Table(s) or Business Schema(s) / View(s)
  • Done (to save selection)

Order bar

Use the Order bar to control the order of prompt pills in the Columns panel in the Filters dialog of the Filter bar. You can order them manually or alphabetically. Prompts with a default filter are ordered separately, that is, they have their own order, and then they are followed by other filters in their order.

Context bar

The Context bar consists of three tabs:

Tab selection determines objects that you can add from the Data panel to the related tray, as well as the dashboard filter that you can create.

Trays and Pills

Depending on the Context bar selection, trays and pills will vary.

  • When the selected tab is Prompts, use the tray to manage the properties of prompt pills. A prompt specifies either a filterable column or filter expression for a dashboard runtime filter.
  • When the selected tab is Applied Filters, use the tray to manage the properties of applied filter pills. An applied filter is a filter expression that affects all applicable insights on all tabs of the given dashboard. It behaves the same way as a default filter option. The difference between them is that a dashboard consumer without Edit access rights to the dashboard is not aware of an applied filter.
  • When the selected tab is Presentation Variables, use the tray to manage the presentation variable pills. Once defined and configured, a presentation variable appears as a filterable column in the Filter dialog and as a filter bar pill.

Canvas

By default, the Canvas does not show the dashboard. You can display the dashboard and preview the updates or changes you make before saving. You can also save the changes you make using the Canvas.

Here are the steps to preview the dashboard in the canvas.

  • In the canvas, select Run Dashboard.
  • You can do the following:

    • make changes to the dashboard, for example, add a pill to a tray and configure its properties, and then in the canvas, select Refresh (two circular arrows)
    • create a bookmark: select Add New Bookmark (book with plus icon), in the Add New Bookmark dialog, enter a name for the bookmark, and then select Add.
    • remove one of the filter pills: select X on the pill in the canvas
    • remove all filter pills: select Remove All
    • select a different operator or value, as appropriate
    • edit the dashboard name
    • add or edit a dashboard description
  • To save changes, in the Action bar, select Done.

Dashboard Filters Manager actions for filter options

Using the Dashboard Filters Manager, you can perform the following actions for filter options:

Add a filter option

  • Using the Content Manager, access a dashboard.
  • In the Action bar, select More Options (⋮ vertical ellipsis).
  • Select Manage Filters & Prompts.
  • In the Dashboard Filters Manager, in the Action bar, select Filter Options (funnel with gear icon).
  • On the Filter Options list, select Add Filter Options (addition icon).
  • In the Filter Options dialog, in Name, enter the display name of the filter option as it will appear on the Filter Options list to dashboard consumers.
  • Enable the Default toggle to set the current filter option as default. Disable it to unset the default filter option.
  • From the Data panel, drag and drop one or more columns or new formulas to the filter tray in the filter option.
  • For each pill in the filter tray, select V (down arrow) next to the pill name to specify the filter option pill properties. To learn more about filter option pill properties, please review Concepts → Filter Option.
  • Select Done.
  • To save changes, in the Action bar, select Done.
Note

When you add multiple pills to a filter option, a row must match all the filter option conditions to include in the query result set.

Set or unset a default filter option

The default filter option is the one that is automatically applied when loading the dashboard. You can manually set a specific filter option as the default one; however, if you create only one filter option, it will automatically be the default. If you create multiple filter options without manually setting a default one, the first created filter option will automatically be the default. Only one filter option can be the default.

  • In the Dashboard Filters Manager, in the Action bar, select Filter Options (funnel with gear icon).
  • On the Filter Options list, select a given filter option.
  • Enable the Default toggle, to set the default filter option, or disable the Default toggle to unset the default filter option.
  • Select Done.
  • To save changes, in the Action bar, select Done.

Edit a filter option

  • In the Dashboard Filters Manager, in the Action bar, select Filter Options (funnel with gear icon).
  • On the Filter Options list, select a given filter option.
  • Make the necessary changes, and then select Done.
  • To save changes, in the Action bar, select Done.

Delete a filter option

  • In the Dashboard Filters Manager, in the Action bar, select Filter Options (funnel with gear icon).
  • On the Filter Options list, select a given filter option.
  • Select Delete.
  • To save changes, in the Action bar, select Done.

Dashboard Filters Manager actions for prompts

Using the Dashboard Filters Manager, you can perform the following actions for dashboard prompts:

Add a prompt

  • Using the Content Manager, access a dashboard.
  • In the Action bar, select More Options (⋮ vertical ellipsis).
  • Select Manage Filters & Prompts.
  • In the Dashboard Filters Manager, select Prompts.
  • From the Data panel, drag and drop a column or a formula to the prompts tray, or select + (a circle with addition icon) next to the column name in the Data panel.
  • For a given prompt pill, select V (down arrow) next to the pill name to specify the prompt pill properties. To learn more about prompt pill properties, please review Concepts → Prompt.
  • To save changes, in the Action bar, select Done.
Note

Starting with release 5.0, you can save a prompt that is a default filter without defining a filter value.

Manage prompt pills display order

You can manage the order of prompt pills in the Columns panel in the Filters dialog of the Filter bar. You can order them manually or alphabetically. Default filters are ordered separately, that is, they have their own order, and then they are followed by other filters in their order.

Here are the steps to control the prompt pills display order:

  • In the Dashboard Filters Manager, select Order Alphabetically or Order Manually as appropriate.
  • To save changes, in the Action bar, select Done.

Set or unset a prompt as a default dashboard runtime filter

Prompts that you use as default filters are displayed as dashboard Filters bar pills when dashboard consumers access the dashboard. Prompts serving as default filters can or cannot be mandatory dashboard runtime filters. A prompt serving as a default filter does not require a default value unless it is a mandatory one. For more information, please refer to Concepts → Prompt.

Here are the steps to set or unset a prompt as a default dashboard runtime filter.

  • In the Dashboard Filters Manager, select Prompts.
  • In the Prompts tray, for the prompt pill that you want to set as a default filter, select V (down arrow) next to the pill name.
  • In the prompt pill properties, enable the Default Filter toggle, to set a default filter, or disable the Default Filter toggle to unset a default filter.
  • For a default prompt,

    • Select Select Filter.
    • Select an operator and none, one, or more values.
    • Select Filter.
  • To save changes, in the Action bar, select Done.

Set a prompt as a mandatory dashboard runtime filter

A prompt can serve as a mandatory dashboard runtime filter that has a default filter value. A dashboard consumer is unable to remove or clear a mandatory prompt.

Here are the steps to set or unset a prompt as a mandatory dashboard runtime filter.

  • In the Dashboard Filters Manager, select Prompts.
  • In the Prompts tray, for the prompt pill that you want to set as a mandatory filter, select V (down arrow) next to the pill name.
  • In the prompt pill properties, enable the Default Filter toggle.
  • Select Select Filter.
  • Select an operator and none, one, or more values depending upon the selected operator.
  • Select Filter.
  • Enable the Mandatory Filter toggle.
  • To save changes, in the Action bar, select Done.
Note

When you disable the Default Filter toggle or change the filter expression to use an undefined filter value, the Mandatory Filter toggle is automatically disabled.

Edit a prompt pill

  • In the Dashboard Filters Manager, select Prompts.
  • In the Prompts tray, for the prompt pill that you want to edit, select V (down arrow) next to the pill name.
  • In the prompt pill properties, make the necessary changes.
  • To save changes, in the Action bar, select Done.

Remove a prompt pill

  • In the Dashboard Filters Manager, select Prompts.
  • In the Prompts tray, for the prompt pill that you want to remove, select X on the pill.
  • To save changes, in the Action bar, select Done.

Dashboard Filters Manager actions for applied filters

Using the Dashboard Filters Manager, you can perform the following actions for applied filters:

Add an applied filter

  • Using the Content Manager, access a dashboard.
  • In the Action bar, select More Options (⋮ vertical ellipsis).
  • Select Manage Filters & Prompts.
  • In the Dashboard Filters Manager, select Applied Filters.
  • From the Data panel, drag and drop a column or a formula to the applied filters tray, or select + (a circle with addition icon) next to the column name in the Data panel.
  • For a given applied filter pill, select V (down arrow) next to the pill name to specify the applied filter pill properties. To learn more about applied filter pill properties, please review Concepts → Applied Filter.
  • To save changes, in the Action bar, select Done.
Note

When you add multiple pills to the applied filters tray, a row must match the conditions in all the applied filters to include in the query result set.

Edit an applied filter

  • In the Dashboard Filters Manager, in the Action bar, select Applied Filter.
  • In the Applied Filters tray, for the applied filter pill that you want to edit, select V (down arrow) next to the pill name.
  • In the applied filter pill properties, make the necessary changes.
  • To save changes, in the Action bar, select Done.

Remove an applied filter

  • In the Dashboard Filters Manager, select Applied Filters.
  • In the Applied Filters tray, for the applied filter pill that you want to remove, select X on the pill.
  • To save changes, in the Action bar, select Done.

Dashboard Filters Manager actions for presentation variables

Using the Dashboard Filters Manager, you can perform the following actions for presentation variables:

Add a presentation variable

  • Using the Content Manager, access a dashboard.
  • In the Action bar, select More Options (⋮ vertical ellipsis).
  • Select Manage Filters & Prompts.
  • In the Dashboard Filters Manager, select Presentation Variables.
  • From the Data panel, drag and drop a variable to the presentation variables tray.
  • For a given presentation variable pill, select V (down arrow) next to the pill name to specify the applied filter pill properties. To learn more about presentation variable pill properties, please review Concepts → Presentation Variable.
  • To save changes, in the Action bar, select Done.
Important

Validation Rules for a presentation variable name

A presentation variable name…

  • Must begin with an alpha character, lower or upper case
  • After the first alpha character, can contain zero or more alphanumeric characters in lower, upper, or mixed case
  • After the first alpha character, can contain zero or more underscore (_)characters
  • Besides underscore (_), cannot contain special characters, symbols, or spaces

Edit a presentation variable

  • In the Dashboard Filters Manager, select Presentation Variables.
  • In the Presentation Variables tray, for the presentation variable pill that you want to edit, select V (down arrow) next to the pill name.
  • In the presentation variable pill properties, make the necessary changes.
  • To save changes, in the Action bar, select Done.

Remove a presentation variable

  • In the Dashboard Filters Manager, select Presentation Variables.
  • In the Presentation Variables tray, for the presentation variable pill that you want to remove, do one of the following:

    • Select X on the pill.
    • Select V (down arrow) next to the pill name, and then in the pill properties, select Delete.
  • To save changes, in the Action bar, select Done.

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