Temporary filter, sort options, group options, and date ranges on widgets
In addition to filters, sort options, group options, and date ranges you can set while building a widget, you can also apply temporary filters, sorts, and groups while viewing table widget data to quickly search information on a widget to display just the information you need.
The type of filters depends on what kind of information is present in the widget.
To apply filter, sort, and group options
- On your dashboard, click on the column description.
Filter options (Table widget only)
Filtering on the widgets searches for information.
If a filter is applied, you will see this symbol 
next to the column header. To remove the filter, refresh the dashboard or click the column header and choose Clear.
| Note: | You cannot remove filters that were applied by the designer. For example, you cannot remove the filter that limits the table widget to show only your projects. |
- > (greater than)
- >= (greater than or equal to)
- < (less than)
- <= (less than or equal to)
- <> (not equal to)
- Is One Of(unavailable for date-specific filters)
- Is Not One Of(unavailable for date-specific filters)
- Between
- Contains(unavailable for date-specific filters)
Date Range (Table widget only)
If a date range is applied, you will see a date range in the column header. To remove the date range, refresh the dashboard or click the column header and choose Clear.
If the designer applied a sort, you can apply a new sort that will temporarily override the existing sort.
- Today: Current date
- Specific Date: Click in the field and a calendar appears. Select the date you want.
- Start of Time/End of Time
| Note: | If a date range was applied to the widget by the designer, the Start of Time/End of Time option will not be available. |
- First date of the month of the current year (January through December)
- Next day of the week (Monday through Sunday)
Sort options (Table widget only)
If sort options are applied, you will see this symbol 
(ascending) or 
(descending) next to the column header.
- Ascending
- Descending
If a column is grouped, you have the ability to apply a temporary sort.
You can only have one temporary sort per widget. Any temporary sort applied to a widget will temporarily override sorts applied by the designer.
To remove the sort options, refresh the dashboard.
Group options (Table widget only)
To remove the group options, refresh the dashboard or click the column header and choose Clear.
- Expanded
- Collapsed
- No Detail
While in Edit mode, if any column on the widget has a group level filter or No Detail grouping applied, you will not be able to edit, remove, or add temporary grouping options.
As of Date (Table and Chart widgets)
As of Date allows you to change the date considered "today's date." Without using As of Date, the amounts in the software include all data entered regardless of time. This temporary filter allows you to choose a date in the past or future to tell the widget to display the data as if the date was this particular date. As of Date is available on columns that have a date range available. Review the widget base help to see which columns have a date range available.
When the As of Date filter is applied, As of: [the date] will display in the widget header.
To apply an As of Date filter:
- Click the
and select As of Date. - In the date window, either select a date using the calendar or enter a date.
To remove the As of Date filter, refresh the dashboard.
