Filter Panel

Filters can be created and applied to custom dashboards by using the Filter Panel. By default, a custom dashboard will not have any filters defined in the filter panel.

There are two ways to view the filter panel based on how the AggsPanel Mode is configured:

  • Left Side Panel: Lets you view filters using a collapsible panel on the left side of the dashboard.
  • Menu Dropdown: Lets you view filters using a drop-down menu on the upper right side of the dashboard.

To view the filter panel when the panel is set as Menu Dropdown, click on the upper right side of the dashboard.

To customize the filter panel:

  1. Toggle Filter: Click to toggle the drop-down to show or hide fields in the filter panel.
  2. Enable Editing: Click to enable editing for individual fields.
  3. Add New Filter: Click to add a new field to the filters.
  4. Reset Filters: Click to clear all selected values and reset the number of values displayed under each field (to 10).
  5. Collapse All: Click to hide all values under each filter field.

To add a filter field to the panel:

  1. Select the Field.
  2. The Name field is auto-populated based on the technical name of the selected Field. Enter a different name for the field if required.
  3. Select the Sort order for the values displayed under the field.
  4. Click Add Filter.

To delete a filter:

  1. Click to enable editing.
  2. Click next to the filter you would like to delete.
  3. The validation window opens. Click Confirm.

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