Adding a Filter in Dashboard Designer

In this article you will learn about how to add a filter in a Dashboard Designer.

Open the Dashboard Designer, then drag and drop the required report from the file browser present on the left side. Also, you can search for a particular report using search. After drag and drop of required report, you will see the output in the form of a panel. The report which you want to use must have filter condition. In this case we have used a pie_chart report which consists of filter.

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To add a filter panel in Dashboard Designer, first hover on pie_chart panel then go to top right of a panel. You will see certain options such as panel info, filter, select options and delete panel. Now, click on filter then a filter list appears and then select any filter name to use.

Note: In this case only one filter name is present. If you have used multiple filters in your report then multiple filtername will appear in the filter list.

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On selecting filtername “TERRITORY”, a new panel appears known as “Filter Panel”.

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For communication between filter panel and chart panel requires a parameter or variable through which chart panel listens to the activity performed on filter panel like selecting one or more values. Now, to define a variable, click variables. Variables will show the list of variables used in the panel.

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On clicking refresh, variables gets automatically detected. To add a variable manually click “add variables”. In this example, one variable is used which is “TERRITORY”.

“Select Options” for Filter Panel

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Here, variable “TERRITORY” is used as parameters for Filter Panel. Also, you can use other options like Header, Request Parameters, Execute at start and so on. Then click on save.

“Select Options” for pie_chart Panel

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Here, the chart panel will listen to a variable “TERRITORY” which means when any value is selected from a filter panel then automatically gets reflected on a chart panel. Enabling “Execute at start” will show the updated chart based on default selected value when a report is refreshed or opened.

From here, we have successfully fulfilled the requirements in order to establish a proper communication to happen between a filter panel and a chart panel. Similar concept can be applied for other panel communication.

Output based on selected values from filter panel

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For more info, contact us at demo@helicalinsight.com

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