MashZone NextGen 10.2 | Use dashboards | Use dashboards in view mode | Use the filter panel of PPM context-based components
 
Use the filter panel of PPM context-based components
Using the filter panel, you can filter components of a dashboard whose data is based on a PPM context.
Pre-requisites
The Filter panel option is enabled in edit mode. See Enable the filter panel.
The filter panel replaces the standard filter method provided for non-PPM context-based dashboard components. You can display and configure the filter panel in the dashboard view mode.
Procedure
1. Open a dashboard in dashboard view mode.
2. Click the Filter icon.
The panel is hidden by default and no filter columns are specified.
The filter panel is displayed on the right-hand side of the dashboard.
3. If no filter is specified, click the Add filter icon to add an initial filter.
4. Click the Filter settings icon to display filter options.
5. Enter a term in the Search box to filter the column list.
The list includes all data columns of text type that have not been assigned as filter columns to the PPM context-based components. See Assign data columns to PPM context-based components.
6. Enable the Selected option to display only the data columns that have already been selected.
7. Select the data columns you want to use as filter criteria.
8. Click OK.
Your settings are applied. An appropriate filter criterion is added to the filter panel for each selected data column.
9. Specify the filter values in the panel.
a. Click the Filter settings icon to display filter options for a filter criterion.
b. Enter a term in the Search box to filter the values of a filter criterion.
c. Enable the Selected option to display only the filter values that have already been selected.
d. Click a filter criterion name to sort the values of the criterion.
e. Select the values by which you want to filter the dashboard components.
The values of all dashboard components are filtered according to your selection.
The filter panel is configured and the filter values for the dashboard components are specified.

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