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Adding a dashboard filter

  • Updated: 7/06/2020
    • Automation 360 v.x
    • Optimize
    • RPA Workspace

Adding a dashboard filter

To create a dashboard filter, select a field containg the information type you want to filter and define the return of the data. The filtered view is preserved so that the same view is displayed the next time you view the dashboard.

Procedure

  1. Open the dashboard to which you want to add a filter.
  2. Select the parameter based on your requirements in the Attributes tab, .
    The parameter window appears.
    1. Enter the name of the variable in the Search field.
      The variable appears in the All tab. Select the variable that you want to add in the filter. The selected variable appears in the Selected tab.
    2. Choose one of the following options:
      • Click Include to include the variable in the dashboard filter.
      • Click Exclude to exclude the variable in the dashboard filter.
    3. Click Apply.
    The Attributes filter is added to the dashboard.
  3. Select the parameter in the Numeric tab.
  4. Perform these steps in the selected parameter window:
    1. Select the condition that you want to specify in the filter.
    2. Enter the minimum and the maximum values.
    3. Click Apply.
    The Numeric filter is added to the dashboard.
  5. Select the parameter based on your requirement in the Time tab.
  6. Perform these steps in the selected parameter window:
    1. Select a specific date, or a range of dates.
    2. Click Apply.
      The Time filter is added to the dashboard.
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