In dashboard edit mode, you can define relations between widgets by specifying filter conditions for selected widgets. The defined filters can be used in dashboard view mode (See Use interactive filters in your dashboards).
Most widgets support data filters. Especially, the Drop-down box, Input field and List widgets can be used for filtering other widgets. (See Insert widgets to a dashboard).
Filtering using multiple selection
Multiple selection allows you to filter widgets by selecting multiple values, such as multiple rows or data points, in a widget. See Use interactive filters in dashboards for details.
In particular, the List widget is provided for filtering using multiple selection.
The values selected in a widget are processed as a list and passed on to the widget to be filtered. The widget to be filtered must also support multiple selection. This means that the filtered widget is enabled to process a list of values
and not only a single value. You can enable a widget and, respectively, the assigned data feed to receive and process a value list by inserting user inputs (input parameters) of List type in the data feed, Date user input (List), Number user input (List), and Text user input (List).
If user inputs (input parameters) of List type have been defined, they are listed below the Source columns of a widget. They are identified by their own list icon.
Note that user inputs (input parameters) of List type cannot be used to filter singe values. For details see Configure filters for Process Mining context-based widgets and Use the filter panel of Process Mining context-based widgets.
Process Mining context-based dashboards
The filter definition method described below is not supported by Process Mining context based widgets. The filter conditions are automatically set when you assign data columns of the Process Mining context to the widgets.
Procedure
Create a dashboard or open a dashboard in the dashboard editor.
If you have placed a widget on several tabs, select the tab containing the widget for which you want to set a filter. You cannot change the tab in the filter dialog. See Display widgets on several dashboard views for details.
Click a widget on the dashboard. The relevant properties dialog is displayed.
Click the Filter icon to edit the filter configuration. The filter dialog of the selected widget displays
the Source columns assigned to the widget and the Select filter widget bar. See Assign data sources to widgets for details.
If applicable, input parameters are displayed as additional filter widgets. If input parameters have been defined, they are listed below the Source columns of a widget. See Create input parameters for details.
If invisible columns have been defined, they are listed as Source columns. Invisible columns are not displayed in the widget, but they can be used as a filter criterion. See Assign data sources to widgets for details.
Drag the column that you want to filter from the Source columns box and drop it into the Drop here to define a new filter field. The Define filter condition dialog is displayed. All widgets that can be used as a filter are highlighted. The columns in the Available coordinates box for each widget can be used as filter condition values.
Define the filter condition.
You can use a column or a constant value as filter condition.
Select a condition from the drop-down menu, for example, is equal to.
Drag a coordinate from the Available coordinates box of the widget that you want to use as filer widget and drop the selected coordinate into the empty filter condition field.
Alternatively, you can enter a constant value as filter condition.
To enable case sensitivity, click the Match case / Ignore case icon. This option is available only for coordinates or values of type Text.
If the filter conditions are considered to be fulfilled, even if the selected values
are empty, click the Empty compare values are accepted icon.
Click the Add icon to add a filter condition.
Enable the block values option to block the rows that meets the condition.
Click Add an additional filter to add filters to other source columns.
Click Save filter.
Your filter conditions are saved and can be applied to your dashboards.