Adding a Filter Box

Dashboards specific filters can be applied by adding and populating a filter box which is a container for numeric and categorical (text) filters.

You can add multiple filter boxes to a single dashboard.

Steps:

1.     After double-clicking or drawing a rectangle on the dashboard canvas, click  on the Select Part pane then click the Filter Box  icon.

The Filter Box Settings pane is displayed, and the Filter Box part is added on the dashboard canvas.

2.     Enter the filter box Title then click .

3.     Drag and drop columns (text, numeric, time, or time series) from the Data Table pane to this area:

 

The columns are added under the Filter Box columns list and the filter box is populated by the default filter mode type of the added columns:

·         Multiple Selection for text columns

·         Numeric Range for numeric and timeseries columns

·         Date/Time Range for time columns

 

4.     The Orientation of the filter box can either be:

·         Vertical (Default)

 

·         Horizontal

The filter width can be configured in two ways:

¨        Dynamic

The filters will take the available space.

 

¨        Fixed

The input Width will be applied to available filters. Default is 200.

This is an example for width that is set to 180.

 

 

5.     You can also configure the filter box to:

·         Reset Button Visible

Tap the slider to turn it on and display a reset button at the bottom of the filter box.

 

·         Search Field Visible

Tap the slider to turn it on and display a search field, to limit the number of displayed filters at the bottom of the filter box.

 

·         Display in PDF

Tap the slider to turn it on and include the filter box in the PDF output.

 

5.     To set the style of the Filter Box, click Style .

The page updates to display the Style pane.

 

6.     To modify the Foreground or Background color of the part and title:

·         click the corresponding Color box to display the Color dialog to:

 

¨        select the color, or

¨        click  to enter the values

for RGB

 

for HSL

 

for the Hex color code

 

·         or enter the Hex color code

 

7.     Set the Font type, size, style (Bold and/or Italic).

The filter box title is set to Bold by default.

8.     Set the filter box title’s Alignment: Left, Middle, or Right.

9.     Click Update Style  and select any of the following options:

·         Set current as default – Save the changes and set it as the default.

·         Create custom style – Save the changes and set it as a custom style.

The Style pane updates to display the Title control.

 

¨        Enter the custom style Title.

¨        If there are additional changes made, click Update Current Style in the Update Style drop-down.

The new custom style is added in the Workbook > Theme > Custom Styles list.

 

If published, the custom style configuration of the filter box will be added to the Global custom styles list and can be applied to other parts.

·         Reset to default – Revert to the original default settings.

 

When a filter is applied, filter icons appear to the right of the filter column title and on the toolbar of the dashboard. Clicking  will remove the filter.

Also, Show Active Filters  icon displays on the toolbar. This allows viewing of all the active filters on the dashboard and its visualizations.

10.     Click the Save  icon on the toolbar to save the changes.

When saved, the  notification is displayed.

 

NOTE	Adding a numeric column with the same values on the filter box will be displayed but the slider is in a fixed position with the single value (NA) at the bottom. This filter is collapsible. For example: