WorkBook

Use Filters

WorkBook Intelligence provides dashboard filters and widget filters.

Work with Dashboard Filters

Create Dashboard Filters
To create a dashboard filter:
  1. Navigate to your dashboard.
  2. Do one of the following:
    • Click Filter Your Dashboard in the Filters panel at the right side of the dashboard. This is only available if there are no existing filters on the dashboard.
    • Click in the upper-right side of the Filters panel to add to existing filters.

      The Add Filter dialog box is displayed.

  3. Select the field by which to filter.
  4. Select the type of filter—such as List, Calendar, or Ranking—from the List pane on the Add Filter dialog box. The filter types from which you can choose are contextual, depending on the type of field that you selected to filter on (Date, Numeric, or Descriptive).
  5. Select the required filter details in the right-hand panel to create one of the following types of filters:
    • List Filter
    • Text or Values Filter
    • Top/Bottom Ranking Filter
    • Calendar Filter
    • Dependent Filters
  6. Click OK to filter the data on the dashboard and add this filter to the Filters pane on the right side of the dashboard.

Create List Filters

These are the most common filters and support every type of data field. All available values in the data field are listed and you can select or deselect one or multiple values.

To create a list filter:
  1. Select List in the left pane.
  2. Select/clear the field values to be included on/excluded from the dashboard.
  3. Click OK to filter the data on the dashboard and add a list filter to the dashboard's Filter pane.

Create Text or Values Filters

This type of filter enables you to filter data using matching criteria.

To create a text or values filter:
  1. Click the Text tab or the Values tab, depending on the type of data field you are using (text or numeric).
  2. Select the operator, for example, Starts with or Containing for text filters, or Greater Than or Equal To for values filters.
  3. Enter the value by which to filter.
  4. If you require additional conditions, click Add condition. Select AND or OR to define how filter operators are combined.
  5. Click OK to apply the filter to the dashboard.

Create Top/Bottom Ranking Filters

These are particularly useful in providing a filter of only the top or bottom values in a data field.

To create a top/bottom ranking filter:
  1. Select the Ranking Filter tab.
  2. Select Top or Bottom and the number of items to include.
  3. In the By field, select a field by which to rank the fields. A list of the fields that match these definitions is displayed so that you can verify that the results are as you expect.
  4. Click OK to filter the data on the dashboard and add a ranking filter to the dashboard's Filter pane.

Create Calendar Filters

This type of filter enables you to select custom date ranges from a calendar.

To create a calendar filter:
  1. Select the Calendar Filter tab.
  2. Use the quick navigation menu to jump to a point in time.
  3. Select a date range using any of the following methods:
    • Use the calendar to select a date range to filter by. Use the left calendar to select the start date of the range, and the right calendar to select the end date.
    • Enter the dates.
    • Use a shortcut such as Earliest Date or Today.

      Note: Earliest Date and Latest Date refer to the earliest and latest dates with data.

  4. Click OK to filter the data on the dashboard and add a date filter to the dashboard's Filter pane.

Create Dependent Dashboard Filters

Dependent filters are extremely useful and combine multiple dashboard filters into a hierarchy of filters where each lower-level filter shows only the options relevant to its upper-level filters. Within the filter hierarchy, when you filter the upper-level filter, fewer options are available within the lower-level filters, based on that filter selection. This can be useful to limit filters to show only projects that belong to a previously filtered company, or employee resources working in a previously selected company.

First, add the highest-level filter in the hierarchy using any of the methods outlined in the preceding related topics. With that filter added, click the icon below the existing filter to add a dependent filter, or use the Options shortcut menu to the right of the filter.

Define the next-level filter in the hierarchy using any of the described methods. When you add the next filter, notice that it is added below the previous level, with an arrow indicating the dependency, and grouped visually within a single box.

Note: A dependent filter always applies as a whole to widgets in a dashboard, and you cannot disable individual members of a dependent filter when applied to a widget on the dashboard.

Edit Dashboard Filters

You can edit a filter by hovering the mouse in its upper-right corner to reveal the Edit icon. Clicking this icon opens the Filter Settings page, where you can edit the filter according to the details described in the preceding step-by-step procedures.

Delete Dashboard Filters

You can delete a filter by clicking the Delete icon in the lower-left corner. For single filters, this action removes the filter as a whole. For dependent filters, this action removes the lowest-level filter within the dependent filter group, but leaves the higher levels intact.

Work with Widget Filters

You configure widget filters on the Filters tab in the right pane of the Widget Configuration page. To configure widget filters, you must have the widget open.

There are two levels of widget filters: those inherited from the dashboard, and those that specifically apply to the widget, independent of the dashboard filter.

You can manage the impact that dashboard filters have on a widget by enabling or disabling individual filters or dependent filters.
  • To ignore all of the dashboard filters, disable them using the Dashboard Filters toggle.

    Alternatively, individual filters can be ignored by disabling them individually, using the toggle beside each of them.

    Note: You can only disable or enable dependent filters as a whole, and individual parts of a dashboard dependent filter cannot be ignored.

You can add specific widget-level filters that only apply to this widget. To do this, click the icon to the right of the Widget Filter area, and the New Filter dialog box opens. Then follow the steps provided in the preceding instructions, Work with Dashboard Filters, to add new filters.