The filter manager helps you 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 a dashboard with filters, such as the Sales Dashboard created in Creating a Dashboard, in the Dashboard Designer. |
| 2. | Click |
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The Filter Manager for the Sales Dashboard |
The filter manager displays the filter-to-dashlet mapping, and includes the following columns and buttons:
| • | Source Dashlet, the name of the dashlet where the filter originates. Can also display Filter Group (multiple filters in a single dashlet) or Manually Created Filter (filter created using the filter manager, as described below). |
| • | Filter/Parameter, 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 |
| 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 |
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 filter. 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 |
| 2. | Click |
| 3. | Click OK to apply and save, or Cancel to discard the new filter. |
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