Define filters for dashboard components
In dashboard edit mode you can define relations between components by specifying filter conditions for selected components. The defined filters can be used in dashboard view mode (See
Use interactive filters in your dashboards).
Most dashboard components support data filters. Particularly, the Drop-down box, the Input field, the Date filter, and the List component provide you with a selection of values to filter other dashboard components.
Filtering using multiple selection
Multiple selection allows you to filter components by selecting multiple values, such as multiple rows or data points, in a component. See
Use interactive filters in your dashboards for details.
In particular, the
List component is provided for filtering using multiple selection.
The values selected in a component are processed as a list and passed on to the component to be filtered. The component to be filtered must also support the multiple selection. This means that the filtered component is enabled to process a list of values and not only a single value. You can enable a component 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 component. They are identified by their own list icon.
Note: Note that user inputs (input parameters) of List type cannot be used to filter singe values.
PPM context-based dashboards
Procedure
3. Click a dashboard component in the dashboard. The relevant properties dialog is displayed.
4. Click the Filter icon to edit the filter configuration. The selected component with its Source columns and the Select filter component dialog is displayed. The selectable source columns can be defined in the Assign data (2/2) dialog. If available, input parameters are displayed as additional filter components. If input parameters have been defined, they are listed below the
Source columns of a component. See
Create input parameters for details.
If invisible columns have been defined, they are listed as
Source columns but they are not highlighted. Invisible columns are not displayed in the component but they can be used as a filter criterion. See
Assign data sources to dashboard components ff. for details.
5. Drag a column that you want to filter from the Source columns box and drop the selected column into the Drop source column here to create a new filter condition. field. The Define filter condition dialog is displayed. All components that can be used as filter are highlighted on the current selected tab. You can select a filter component on all tabs available. The columns in the Available coordinates box of each component can be used as filter condition values.
6. Select the tab containing the component you want to use as filter component.
7. Define the filter condition.
You can use a column or a constant value as filter condition.
a. Select a condition from the drop-down menu, for example, starts with.
b. Drag a coordinate from the Available coordinates box of a the component that you want to use as a filer component. And drop the selected coordinate into the empty filter condition field.
c. Alternatively, you can enter a constant value as filter condition.
d. To consider the case sensitivity, click the Match case / Ignore case icon. The option is available only for coordinates or values of type text. e. If the filter conditions are considered to be fulfilled, even if the selected values are empty, click the Empty comparevalues are accepted icon. f. Click the Add icon to add a filter condition. g. Activate the block values option to block the rows that meets the condition.
8. Click Define new filter to add filters on other source columns.
9. Click Save filter.
Your filter conditions are saved.