Configure filters for PPM context-based components
You can configure filter settings for PPM context-based dashboard components.
Pre-requisites
All components in a dashboard that use the PPM context are automatically filtered by a selection in another PPM context-based component. That is, if you select a data point in a context-based component, such as a column in a chart, all other context-based components in the dashboard are filtered by the selection. The selections are directly passed to PPM and the corresponding filtered data is returned to MashZone NextGen and used as a filter for the relevant components.
By default, the filter conditions are also automatically set by
MashZone NextGen when you
assign data columns of the PPM context to the dashboard components. Data columns of
text and
date type assigned to the component elements are automatically used as filter columns. You must not configure the filter conditions manually.
A data column can be used only once in a dashboard as a filter column. Therefore, the filter column is enabled only once in the dashboard to filter across all components. By default, this filter column is provided by the component to which the data column is assigned first. The filter columns used by a component are listed on the Context tab in properties dialog of the component. Here you can enable or disable the filter columns that are based on the PPM context.
Procedure
3. Click a component in the dashboard. The relevant properties dialog is displayed.
4. Click Context in the properties dialog.
The Context tab is available when you have assigned data columns to the elements of the component. The tab lists all data columns that are assigned to any component in the dashboard and that can be used as filter columns. The filter columns that can be used by the component selected are enabled. The filter columns that are used by other components are disabled.
5. Enable a filter column for a component.
You can enable a filter column for the component that is already used by another component.
a. Move the mouse pointer over the icon to display a tool tip. The tool tip shows the name of the component that uses the filter column.
b. Click the name of the component that uses the filter column.
The Context tab of the referenced component opens.
c. Disable the filter column that you want to use in the previous component as a filter column.
d. Click the previous component in the dashboard.
e. Click Context in the corresponding properties dialog.
f. Enable the filter column that you want to use for the component selected.
6. Cancel the selection of a filter column to disable it for filtering.
The filters are configured and can be used in view mode.