Dashboard Filter Panel

Filter panel allows you to view the filter elements in a dedicated area of Dashboard Viewer instead of showing in the visualization region.

How to open the filter panel tab

Each dashboard tab has a single filter configuration panel, you can open it by clicking Configure Filter Panel in the designer toolbar.

Configure filter panel

Filter panel tab

Filter panel tab

Configuring and formatting filter widgets in the filter panel

You can use multiple data sources by using the Multi selection data source option in the filter panel.

Multi data source

You can add countless filter widgets in the filter panel, and the filter widget will be predicated by the field dropped in the row section, by default.

For example,

  • Numeric – Range slider
  • String – Combo box
  • Date – Date picker
  • Boolean – Check box

Multi data source

You can change the default type by using control type (possible type applicable for the selected field) option provided in the Properties tab.

Multi data source

The behavior section of the properties tab list out the individual properties of selected filter widget. Here, the list box item is selected, so the behavior section shows the properties of List box.

Multi data source

These filter widgets will be listed in Filter Action window setting to set the master slave relation.

Multi data source

How to open the filter panel in viewer

Preview the dashboard report. After loading the report, click the icon at the right-top corner of the Dashboard Viewer.

Multi data source

It will show the filter panel at the Dashboard Viewer. The dashboard will reflect based on the action on filter widgets.

Multi data source

Global filter panel

Global filter panel has functionalities like normal dashboard tab filter panels, but it will be visible in all the dashboard tabs and filters all the widgets in all dashboard tabs.

To open the global filter panel, click the Dashboard menu and select the Global Filter. You can also use the keyboard shortcut Ctrl + Shift + G.

Multi data source

How to configure the global filters

Click the combo box shown in the following screenshot and select Global.

Multi data source

Multi data source

Now, you can add and format the filters widgets as you do in the normal dashboard tab filter widgets.

How to open global filter panel in the Dashboard Viewer

Consider the “Email AdWords and Social Media Dashboard – Marketing sample dashboard”.

The AdWords Campaign tab filter panel is configured as shown in the following image.

Multi data source

The global filter is configured with more filters as shown in the following screenshot.

Multi data source

Click Preview in dashboard designer and once the preview is launched click the filter panel button to open the filter panel.

Multi data source

The global filters and dashboard tab filters will be displayed in the filter area with the configured widgets. Refer to the following image for visualization.

Multi data source

Importing the dashboard reports with global filters

If your current dashboard is configured with global filter panel and you are importing a dashboard with global filters, the following alert message will be shown to choose the merge behavior.

Multi data source

  • Use Existing: Contains the existing widgets in the current global filter panel and ignores the imported global filter widgets.

  • Use Imported: Replaces the current global filter panel by the newly imported global filter widgets.

  • Use Both: Combines the current global filter panel and imported dashboard global filter panel.

  • Ignore Both: Resets the widgets configured in the global filter panel.