When one or more filters are included in the dashboard, the filter manager is available to help refine your filter mapping. With the filter manager, you can specify which dashlets and which parameters are affected by a filter.
To open the filter manager:
| 1. | Open the a dashboard with filters, such as the Sales Dashboard created in Creating a Dashboard, in the Dashboard Designer. |
| 2. | Click |
|
The Filter Manager for the Sales Dashboard |
The filter manager displays the filter-to-dashlet mapping, and includes the following columns and buttons:
| • | Filter, the name of the filter. |
| • | Dashlet Affected, with a dropdown menu including all dashlets that can be affected by that filter. |
| • | Filter/Parameter Affected, with a dropdown menu including all parameters associated with the selected dashlet in the Dashlet Affected column. |
| • | Add button |
| • | Delete button |
From the filter manager you can add, delete, or edit an existing dashlet/parameter combination, and create a new filter to add to the dashboard.
To add a filter using the filter manager:
| 1. | Open a dashboard with filters, and open the filter manager as described above. |
| 2. | In the filter row you want to add the new filter to, click |
A row containing new affected dashlet and filter/parameter dropdown menus appears.
| 3. | Using these new line-items, select the dashlet and parameter combination you want to apply to the dashboard. |
| 4. | Click OK to apply and save or Cancel to discard your changes. |
To delete a filter using the filter manager:
| 1. | Open the filter manager. |
| 2. | In the filter row you want to delete, click |
The filter row disappears from the filter manager.
To create a new filter via the filter manager:
| 1. | Open the filter manager. |
| 2. | click Create New Filter. |
A new row is added to the manager.
| 3. | In the Filter column, enter a name for the new f ilter. Click outside the text box to apply the name. |
| 4. | Click |
| 5. | Click OK to apply and save, or Cancel to discard the new filter. |
To delete a newly-created filter:
| 1. | In the filter manager, click |
The Dashlet Affected and Filter/Parameter affected dropdown menus disappear.
| 2. | Click |
The Filter row disappears.
| 3. | Click OK to apply and save, or Cancel to discard the new filter. |
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