Creating a Filter
The first step is to create the filter for the dashboard. Filters are specific for each dashboard, but are copied over when you clone the dashboard, so this tutorial will have you create the filter first and then you can copy it over when cloning the dashboard later.
Step 1 -
If no filters have previously been added to the dashboard, select the "Add a Filter" button on the top right hand corner of the screen.
If the dashboard already has filters configured, click on the "Filters" button on the top right hand corner of the screen, then select the blue "Add a Filter" button from the dropdown modal.
Step 2 - You'll now see a modal appear in the middle of the page. This modal is where you create the filter.
A. Name - This box is where you set the name for the filter. This is not the filter itself though, just a label you'll refer back to later. (Ex. If you are filtering for a specific technician, titling it Tech would be ideal.)
B. Fields - This is where you select the specific field(s) you'll filter for. A list will generate listing all of the fields available per dataset that is currently being used on the dashboard. You can search for the desired field name using the search box. To select the field, simply select the box next to the desired option.
Please note, that multiple fields can be selected, just be careful that they're the same field (if using different datasets). Different datasets contain different fields, therefore you must select which fields you would like to apply this filter for per dataset.
Ex. In the screen shot displayed above, we are trying to filter for technician. This specific dashboard has three different datasets currently on it. Each of these datasets refers to the technician using different fields:
-*Assinged Resources Lite / member_id
-*Time Entry Lite / member_id
-*Ticket Stats Lite / resolved_by
C. Value - This is the actual filter. You will first select if you want this filter to include (Is) or exclude (Is Not) values for these fields. You will then input in the desired values you want to filter on, for the fields you selected. (Ex. In our example above, you would enter the technicians member id.)
You'll notice that as you start typing, it will being searching in the field(s) that you've selected. Make sure to select the one you're filtering for. Note that multiple fields can be added here. (Ex. if you wanted to create a "Team" dashboard, you would enter all of the member id's for the technicians that make up the team.)
Step 3 - Click on the "Add to Dashboard" button. Once created, the filter can now be used. More on that in Applying Filters, below.
Applying a Filter
Step 1 - Once a filter is created, the dashboard will appear without the filter actually applied. To activate the filter, select "Filters" on the top right.
You will now see a drop down list showing all filters that have been created for that particular board.
Step 2 - To enable the filter, toggle on the switch next to the desired filter. (Green indicates it is actively applied)
Once the filter is turned on, all affected gauges will have a green indicator on the top right corner signifying that the gauges are now filtered.
(Please note that these filters will stay active on the dashboard until toggled off. Only "Admin" and "Analyst" users have access to create, activate, edit, delete these filters.)
Step 1 - Select "Filters" on the top right.
Step 2 - You will now see a drop down list showing all filters that have been created for that particular board. Hovering over the titles reveals a pencil icon, which you can then click on edit/delete the desired filter.
Step 3 - This will popup the same modal that was used to create the filter. Here you can make any desired changes to the values being filtered for and the fields being filtered. (More on this modal in this section above.)
Step 4 - To save your changes, simply click on "Save Changes" on the bottom right of the modal. (Item #1 on the screenshot below.)
If you wish to delete the filter, simply click on the red trash icon on the bottom left of the modal. (Item #2 on the screenshot above.)