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Procedure documentationDefining Global Filter

 

In the Dashboard Builder, you usually set filter and filter values on tile level, when configuring the tile (see Creating a Tile), but you can also define a global filter on dashboard level which is valid for all tiles in the dashboard, and when viewing the dashboard, you can change the value of this global filter without changing the configuration of the dashboards or its tiles.

A typical use case for a global filter is the selection of a period which applies to all tiles in the dashboard, so you can compare KPIs for a certain period quickly.

Procedure

To define a global filter for a dashboard, proceed as follows:

  1. Choose a dashboard.

  2. Choose the Edit Dashboard button.

  3. In the screen Edit Dashboard, select the flag Global filters, and choose the Edit button next to the flag.

    The new screen Define Global Filters is displayed.

  4. Each KPI in the dashboard has a data source. To define a global filter, you have to group the semantically identical fields of these data sources so that the values of these fields are set when the user sets the value of the global filter. These fields often have the same names in the different data sources, but this is not a prerequisite.

    Specify one data source as the direct source of the global filter, by choosing it in the dropdown list box Direct Source of Global Filters.

    Note Note

    The direct source will filter the value source if you want to use the value help to search available values.

    End of the note.

  5. To specify the filter, choose the Add Line button in the header of the table. In the first row of the table, the fields of the direct source are listed in a dropdown list box. Select the field to use as a filter.

  6. In the next rows, the fields of the other data sources are listed. Again, select the fields to use as a filter.

  7. You can set available operators in column Operator Selection, by choosing the value help button of the Operator Selection input field. These operators will be available to the end user to set a value for the global filter when displaying the dashboard.

  8. You can set a Default Value of the global filter, directly, or from the value help.

  9. You can set the Time Rolling status by choosing the corresponding button, if the global filter is a time value. If activated, time rolling is enabled for the default value. The default values will be shifted so that the relative time offset remains unchanged.

  10. Save your settings.

Result

You have defined a global filter. When you display your dashboard, you can choose the Global Filter button at the top of the dashboard, to display or edit the global filter fields and default values.