A workspace filter affects widgets across the dashboard. A filter panel provides streamlined access to these filters.
To use workspace filters
Click at the top of the screen to open the filter panel (keyboard shortcut: f). This button is blue when the filter panel is open.
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In the filter panel, choose from existing workspace filters or create a new workspace filter.
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Instructions |
Make a filter selection (e.g., select a different member) |
Click on the workspace filter and make your selections in the pop-up window. Click Apply. Tips: |
Reset a filter |
Place the cursor over the filter and click the X button. The filter will still be present but will show data for all members. |
Remove a filter |
Reset the filter as explained above. Then, place the cursor over the filter and click the |
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By default, workspace filters affect all widgets in the dashboard; however, they may be turned off for an individual widget or may not be applicable to a widget (e.g. attribute does not correspond to data in the widget). To see whether a workspace filter affects a widget, place the cursor over the widget title and refer to its tooltip. In explore mode, the filter panel also shows widget filters if a widget is selected. |
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Workspace filters can be organized under groups. |
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The panel may be disabled in dashboard settings. |
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We recommend that you avoid filtering by members with empty host codes. If you encounter such members, which usually appear as Undf# or DFLT, we recommend that you contact the administrator to correct the dataset. |