Global Filtering

The Global Filters section can be displayed in the workbook layout. Filters added to this section will be applied across all dashboards in a workbook.

 

  1. On the Dashboard and Workbook Settings pane, click the Workbook tab then the   button.

    The Global Filter Settings pane is displayed.

  2. Select the Global Filters Alignment: Left or Right.
  3. Tap the Reset Button Visible slider to turn it on.
  4. Tap the Search Field Visible slider to turn it on.
  5. Drag and drop columns (text, numeric, time, or time series) from the Data Table pane to the Global Filter pill or drop area: 

    The columns are added under the Filter Box columns list and the Global Filter box is displayed and 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

      You may modify the settings of the dragged and dropped columns.

  6. For the Text Filter, click to expand.

  7. You can also do any of the following:
    • Modify any of the Title, Data Table, Column, and Mode values.
    • Tap the Show Filter Text Box slider to turn it on. The Show Select All slider is enabled by default.
  8. For the Numeric Filter, click to expand.

  9. You can also do any of the following:
    • Modify any of the Title, Data Table, Column, Divide By, or Format values.
    • Select the Divide By value to divide a number
    • Specify the Format that numbers will be displayed in. Panopticon uses the same formatting rules as Excel.
  10. For the Time Column Filter, click to expand.

  11. Modify any of the Title, Data Table, Column, or Date/Time Format values.
  12. To apply cascading filter to multiple values in a hierarchy (e.g., Type, Super Region, and Region), select one of the following Show Values options:
    • All – Display all values from the data tables.
    • Relevant – Display only the relevant values of the filter column.
  13. For any of the global filter types, tap the Append Separator slider to add a separator.
  14. Click the Save   icon on the toolbar to save the changes.

 

Deleting Global Filters

Click on a global filter instance under the Global Filter Settings pane and then click  .

 

 

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