12-July-2016 | Dashboard Filters that Save!

Brian Dosal -

Hopefully you’ve been loving the new Dashboard UI experience!  I have to tell you a little secret, that UI redesign all started because wanted to ship a revised version of the Dashboard Filters feature.  One that you all asked us for many, many moons ago.  Today, they get a BIG overhaul.

The two key differences are:

  1. Filters will now be “saved” per dashboard with a value inputted and then can be just toggled on/off.
  2. Viewers will NO longer have access to Dashboard Filters.

See below for a gif showing how it works and below the gif a more detailed explanation of the change.

Reason for the change:

Many users create specific dashboards for engineers or specific dashboards for clients. This currently would require a user to build filtered gauges for each engineer and client. With this upcoming release, you will be able to create one set of gauges and put it on a dashboard, then just add a filter for a specific engineer or client and leave that filter turned on. Once you share the dashboard with a viewer (the engineer or client) they will only see data that is filtered to them. With our new cloning dashboard feature you can then recreate this same experience easily for all your engineers or all your clients! So much easier and faster!

 

Removed Functionality Explanation:

In order for the above main use case to work, we had to remove the ability to use dashboard filters by viewers. For those negatively impacted or that required viewers to access BrightGauge and use filters, we can offer making those Viewers Analyst users at no additional charge.

Please let me know if you have any questions.

 

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Comments

  • Avatar
    Chad Menard

    Could you add the ability to disable a filter on a specific gauge?

  • Avatar
    Sonny Childs

    I hate to be negative about this, but the removed functionality has negatively impacted our business processes that require ad hoc dashboard filtering. Our tech leads need to be able to see data for any one of 40+ clients, and I just don't think 40 filters or 40 dashboards is the answer here. Not to mention the lack of wildcard support, and fewer date-range options. I hope to see this simplified functionality existing alongside the more advanced custom filters in the future.

    Unfortunately, I cannot simply give all of my technicians the ability to modify and delete dashboards either, especially considering the lack of an audit trail, so the Analyst accounts are not viable either.

  • Avatar
    Kelley Medlock

    I agree with Sonny. While the new filters are slick, they leave behind a lot of the features we used and built business processes around. Also, giving modify/delete access to the system of gauges, dashboards and reports we have built over a year to anyone who simply needs to filter a dashboard is not an option.

  • Avatar
    Brian Dosal

    Hi Kelley and Sonny,

    If you could send over the use case your Viewers uses for ad-hoc filtering, that would be great! We'll work on adding this in.

  • Avatar
    Sonny Childs

    I have two major use cases, and intended to build more dashboards around this functionality.

    In the first case, I have a Preventative Maintenance dashboard. This dashboard allowed my technical account leads to navigate to the dashboard, copy/paste a client ID (from a reference gauge) into the Client Filter, and then immediately see all the pertinent information for the particular client they are looking for (tickets, machines, software, etc.). We currently have 40 clients and growing, and I frankly think it's insane to set up 40 pre-filtered dashboards to accomplish this.

    The second use case is for project management KPIs. Similar to the last case, there is a Member ID reference gauge for the member of management to paste into the appropriate filter, and they can get statistics for a particular project manager on-demand.

    Essentially, my method of self-service information for all of my employees is a dashboard with a filter and instructions on how to use the filter. If my employee is looking at a client's tickets, they should be able to look for tickets from a particular email domain (*This requires wildcard filtering!*), or tickets closed within the last 8 days (New filters have limited date selections).

    Again, the Analyst account is entirely too permissive, as I have no way to prevent destruction and modification of existing dashboards, and there would be no way to tell who did it due to a lack in dashboard history audit logs.

  • Avatar
    Brian Dosal

    Good feedback Sonny. Certainly the intent would be to use that type of heavy duty filtering in the Gauge Builder but I see what you're saying about the user permissions being too permissive.

    We're going to work through this and see if we find the right iteration for these dashboard filters to solve the use cases we need to solve.

  • Avatar
    Sonny Childs

    To clarify: No, that type of filtering should not take place in the Gauge Builder. That implies that 40 different gauges would need to be created for 40 different clients for one single metric.

    I'm interested to see what the next iteration in the filters brings. I hope that the next iteration includes the ability to filter/slice data from the Viewer's standpoint.

  • Avatar
    Georgia Anderson

    Hi Team,

    I would love to see the return of the 'Between' date filter. This is one we were using extensively before the change, and its disappearance has left us in a bit of a pickle.

    Will you be adding some more date filters at some point?

  • Avatar
    Brian Dosal

    It wont' be a short term addition to add it back in. Sorry Georgia! It's never fun to takeaway functionality... we're slowly reintroducing ones that matter to our users.

  • Avatar
    Bill Feda

    The Date Rage options we've found most painful to have lost are This/Last Quarter. In my cause, I worked around that by creating a "This Qua..." and "Last Qua..." variant for each of the six gauges we use on those dashboards.

  • Avatar
    Darren Drewitz

    I would like to see the ability to share the dashboard with others but make the filters unique to each person using it. I would also like to see expanded options in the date ranges. Right now the farthest it can go back is 30 days.

  • Avatar
    Jonathan Vanhorn

    I am in the same boat with 'Sonny Childs'. Except we have 170+ clients. Setting up Analysis users is not ideal and setting up and scrolling through 170+ client filters is also not ideal when previously all was needed to typing a filter they had control over.

    I do see some benefits of the new filter type and I was excited at first hearing about it and it does solve issues of having to create a billion different gauges for each client and having it be secured. This I understand.

    However, we the internal employee use case is the problem where we need to see the entire stats of the org in a dashboard, but then perhaps need to filter down to a specific client of their. Could be one client on day and another later. I don't want to have to create a filter for each client; cause thats hundreds of filters, a pain to setup, a pain to manage, a pain to navigate. Where before, all that was needed was the client just needed to know the group name and could have used wildcards successfully. Can we expect to see this resolved for our use case soon?

  • Avatar
    Brian Dosal

    We're working on the design for it and its compatibility with the current design, plus permissions. We agree its a great flexibility to filter on the dashboard this way.

  • Avatar
    Bill Feda

    We just found a use case for the dashboard filters to be capable of wildcard filtering (specifically "Is Like").

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