Set global filters

By setting a global filter in Performance Dashboard, you can specify the dimension values for which the queries will be displayed.

You can set global filters once for each Performance Dashboard; they apply to all hierarchy levels and source systems in the dashboard.

Only one filter may be set for each criterion.

Selecting a global filter has the following effects on the queries:

If you use a dimension in a global filter that is already filtered by the assigned favorite, the query always shows the same result regardless of the global filter you set.

You can specify the filters to be set in the Performance Dashboard in the dashboard configuration file using the <filterlist> and <filter> XML elements. Each <filter> XML element specified has a name XML attribute that uniquely identifies a dimension. In addition, you use the type XML attribute to specify whether the content will be retrieved dynamically from the PPM system, whether only predefined values will be selectable or whether periods will be preset using an appropriate filter element.

Dynamic filter values

If the values of the filters are to be retrieved dynamically from the dimension values, assign the type XML attribute the value dynamic.

Predefined filter values

If only predefined values are to be selected (type= "static"), you need to specify the filter entries for the dimension by creating them as favorites. This favorite is referenced by the <usefavorite> XML element and appears as an individual entry in the drop-down list of the filter. If no filter for the dimension can be found in the specified favorite, the dimension is ignored in the global filters.
Instead of an individual favorite in the <usefavorite> XML element, you can specify a favorites folder. In this case, all favorites in the folder that contain a filter for the dimension are identified and displayed as individual entries in the selection box of the corresponding filter.

You can specify one and two-level dimensions or time dimensions as global filters. The entries for two-level dimensions are displayed as a simple list in the selection box.

The displaytext_static and sortby_static attributes enable you to select whether the name of the favorites or the description of the favorites is to be displayed in the selection box, or whether you want to sort the entries by name or by description.

To preselect a particular entry in the selection box and thus set a filter when calling up the dashboard, add the suffix _DEFAULT to the name of the favorite.

You can use the nofilter_entry attribute to select whether or not the No filter entry is included in the selection box.

If you select the dynamic type for a dimension, you can use the displaytext_dynamic and displaylevel_dynamic attributes to configure what is displayed in the selection field and which level is displayed (for two-level dimensions).

Manual input of filter values

You can enter filter values manually in an input box (type="textinput"). In the selection box next to the input box you can specify whether the value you enter relates to the key or description values of the text dimension. Use a semicolon (;) to enter multiple filter values. When specifying filter values for multi-level dimensions, you can use the dimension level separator (default \) in the XML attribute leveldelimiter. When specifying a filter value, you can also use the placeholders or wildcards * and ?.

Time filter

If you specify type="time" as the XML attribute, a convenient interface item is displayed for selecting a period accurate to the nearest month for the specified dimension.

Linked Picture File Template_support_manuals_APD

Initially, a period from the beginning of the previous year to the current month is displayed. The end time is specified as the last day of the month three months from now, and the start time is the first day three months earlier.

Time filter configuration

In the optional enabled attribute of the filter XML element, you can use the value true to specify that the time filter be active when calling the dashboard. The default value is false.

You can set the preselected filter range relative to a reference time by specifying a start and end time. Start and end time are specified in the startdate and enddate child elements of the filter XML element. The reference is indicated in the reference attribute of these child elements, and the difference is stated as the number of months in the offset attribute. As a reference, you can use the current month (value THIS_MONTH), current quarter (value THIS_QUARTER), and the current year (value THIS_YEAR).

The offset indicated in the reference attribute is always evaluated as number of months, regardless of the reference you selected.

The earliest time in the future you can use is the end of the current month. This means that the effective end time is always limited to the end of the current month when you define a filter end time of the form reference="THIS_QUARTER" offset="+1".

Example

The following excerpt from the filter definition of a dashboard displays a time filter preselection for the current quarter. The time filter is active when you call the dashboard.

<filter name="TIME" type="time" enabled="true">

<description language="de" name="Zeit" />

<description language="en" name="Time" />

<startdate reference="THIS_QUARTER" offset="-1" />

<enddate reference="THIS_QUARTER" offset="+1" />

</filter>