Filtering information in a widget

Filtering limits the information that appears in a widget so that it displays only the data you need. You can filter by:

• Condition: Include or exclude information with a simple equation: <variable> + <operator> + <value>.

• Point in time or time period: Include or exclude information with a simple equation: <operator> + <variable> + <value>.

• Current User: Displays information that pertains only to the logged-in employee.
• Parent/child: Specific information appears in the child widget only when you select a record in the parent widget. Both must be on the same tab.

• If you want to filter on more than one item use a semi-colon (;) to separate the items.

Example: On a project widget, to filter out items that are just project ID 1 and project ID 2, you would type ID1; ID2.

Before you begin

• Verify that you have the appropriate designing security.

To filter a table widget

1. Click > to open Design mode, and click the tab you want.
2. For the widget you want, click to open the widget menu and click Edit to open the Designer.

By condition

1. Click on a column

2. From the Filters drop down, select an operator, (options depend on the column's data type):

• > (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)

3. In the next field, enter a value. The value you enter depends on the column. For example, enter a number for an amount column but select a date for a date column.
4. Use the next field to apply a filter to a grouped column. Your options will depend on the groups added to the widget.

5. If you want to delete the filter, click .

By a point in time or time period

1. Click a date column.

2. From the Filters fields, select an operator, if available (depends on the column).

• > (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)

3. In the next field, select a point in time.

• Today: Current date
• Specific Date: A calendar appears. Select the date you want.
• First date of the month of the current year (January through December)
• Next day of the week (Monday through Sunday)

4. Select the amount of time before or after the point in time to include in the filter:

• A date in the future: Click the + button or enter the positive number you want to include in the filter.
• A date in the past: Click the - button or enter the negative number you want to include in the filter.

The Designer displays the date to the right of the fields to guide you.

5. To filter by a time period, add another date. From the field beneath the first Filters field, select an operator and repeat these instructions.

6. If you want to delete a filter, click .

By Current User

1. In the Designer, do one of the following:

• For a Chart widget: From the Filters field, select a Key that represents the employees in your firm.
• For a Table widget: Add Column for a Key that represents employees in your firm. For example: Principal in Charge Key or Employee Key

2. From the Filters field for the new element or column, select Current User.

3. If you want to delete the filter, click .

By Current User's Department

1. In the Designer, add a Department Key column to the widget

2. From the Filters field for the new element or column, select Current User's Department.

By Current User's Company

1. In the Designer, add a Department Key:

• For a Chart widget: From the Filters field, select Company Key.
• For a Table widget: Scroll to the Keys section and click Company Key.

2. From the Filters field for the new element or column, select Current User's Company.

By parent/child

1. In the child widget, click the Add New Element button for a Chart widget or the Add Column button for a Table widget.

2. In the Designer, do one of the following:

• For a Chart widget: From the Filters field, select <parent Base> Key.
• For a Table widget: Scroll to the Keys section and click <parent Base>.

3. From the Filters field for the new element or column, select From Parent.

4. If you want to delete the filter, click .