Apply an On-Page Filter - Dashboard

  1. From an existing dashboard, open the Main Menu bar and click to open the Filter Drawer.

  2. Click to select the fields on which you want to filter. The Page Filters dialog box displays.
  3. Click the checkbox next to the fields on which you want to filter and click Save.
  4. Click . The On-Page Filter dialog box displays.
  5. From the Data Source drop-down menu, select the data source that you want to filter.
  6. Do one of the following in the Type or choose field field:
    • Type the name of the field.
    • Click the drop-down arrow and select the field from the drop-down menu.

    A drop-down menu displays all fields in the report.

    Click the All Fields drop-down arrow to sort the list by field type.

  7. Click the drop-down arrow next to the operators field and select the operator to add to the filter. The following operators are available:
    • For Dimensions
      • Equals - Returns records if the field matches the target value.
      • Not equal to - Returns records where the field does not match the target value.
      • Contains - Returns records if the field includes the target value.
      • Starts with - Returns records if the field starts with the target value.
      • Ends with - Returns records if the field ends with the target value.
      • Not contain - Returns records where the field does not contain the target value.
      • Not start with - Returns records where the field does not begin with the target value.
      • Not end with - Returns records where the field does not end with the target value.
      • Pattern - Returns records that match the specified set of characters in the exact order.
      • Is null - Returns all records where the field is null.
      • Is not null - Returns all records where the field is not null.
      • In list - Returns records where the field is equal to the selected value(s).
      • Not in list - Returns records where the field is not equal to the value(s).
    • For Measures
      • Equals - Returns records if the field matches the target value.
      • Not equal to - Returns records where the field does not match the target value.
      • > - Returns records where the data in the column is greater than the value in the filter.
      • >= - Returns records where the data in the column is greater than or the same as the value in the filter.
      • < - Returns records where the data in the column is less than the value in the filter.
      • <= - Returns records where the data in the column is less than or the same as the value in the filter.
      • Between - Returns records where the data in the column is between the two values in the filter.
      • Not between - Returns records where the data in the column is not between the two values in the filter.
    • For Date
      • Contains - Returns records if the field includes the target value.
      • Starts with - Returns records if the field starts with the target value.
      • Ends with - Returns records if the field ends with the target value.
      • Not contain - Returns records where the field does not contain the target value.
      • Not start with - Returns records where the field does not begin with the target value.
      • Not end with - Returns records where the field does not end with the target value.
      • Pattern - Returns records that match the specified set of characters in the exact order.
      • Is null - Returns records where the field is null.
      • Is not null - Returns records where the field is not null.
      • In list - Returns records where the field is equal to the selected value(s).
      • Not in list - Returns records where the field is not equal to the value(s).
      • Current Quarter - Returns records with the date in the current quarter.
      • Previous Quarter - Returns records with the date in the previous quarter.
      • Current Year - Returns records with the date in the current year.
      • Previous Year - Returns records with the date in the current quarter.
      • All YTD Months -
      • Current Month - Returns records with the date in the current quarter.
      • Previous Month - Returns records with the date in the current quarter.
  8. When necessary, type or a select an operator value in the field.
  9. Optional: Click Add Filter to add another field to the filter and then repeat steps 6 - 8.
  10. Click Apply.