Using Filters

Dashboards can have standard or embedded filters that let you explore subsets of data. The filters available depend on how the dashboard is set up.

Using the standard filter

Click the Filters button and perform any of these actions:

  • Select the filters and click Apply. For example, in the Fiscal Year filter, select the year that you want to filter. Some filters allow multi-selection, while others allow only one selection.
  • For filter groups with a hierarchical order, for example Fiscal Period, select a filter and then select the values to be filtered.
  • If there are many filter values, you can search on them to narrow down your selection.
  • To select all attributes, select the Select All check box. Clear the check box to remove the selection.
  • To display only the filters that you selected, click the Show selected options only icon.

After you click Apply, the Filter cards show the filters that you selected. These Filter cards are displayed at the top of the dashboard.

Parent filters
Parent filters are available for fact dimensions and domain-specific dimensions.

Typically, the Company filter acts as the parent filter for transaction-identifier filters. For example, the Sales Order filter lists only sales orders that belong to the companies selected in the Company filter.

Other examples:

  • The Financial Company filter has Group Company as its parent filter.
  • The Financial Year Period has Financial Year as its parent filter.
  • The Project Activity filter and Project Element filter have Project as their parent filter.

Using the Filter cards

When you access a dashboard, the Filter cards show the default filters for that dashboard. Hover over a Filter card to see the name of the filter and its current filter values, or click a Filter card to show the standard filter with the filtered attributes.

To clear the filter, click the x icon of the first Filter card.

Using the embedded filters

Ad-hoc dashboards use embedded filters on a page. Embedded filters let you see the filters and change them. The Filter cards for embedded filters work the same as for standard filters. If there are a lot of values displayed, use the search bar to find a value.