Temporarily changing filter values and cross-filtering on dashboards
Centricity dashboards can have one or more filters that affect one or more of the tiles. Filters appear at the top of the dashboard (if a More button appears at the top of your dashboard, you can click it to see all filters). Dashboard filters can be formatted using a variety of controls that you can interact with in different ways.
You can temporarily change dashboard filter values to see how the data changes by clicking on the different options or selections shown in the filter. You will not affect anyone else’s filter results by changing the filter values temporarily using this method.
For example, many dashboards have a filter that specifies a timeframe to include:
In this particular filter type, if you’d like to set a different time frame, click the dates highlighted in blue to display a calendar menu:
Once you have edited the filter as you like, click the Update button to see how the filter value changes will affect your data:
If you change a filter value and any tiles do not update, the filter may not currently apply to those tiles. To adjust which tiles a filter applies to, you must edit the filter.
Alternatively, you may want to make changes to filters that affect what other people see, such as:
Changing default filter values
Changing the format of the filter
Adding or removing filters
In that case, you must select Edit dashboard from the three-dot dashboard menu, edit the dashboard filter itself, and then save the dashboard with your edits. Everyone who has access to the dashboard will see the updated version you saved.
On many Centricity dashboards, cross-filtering is enabled, meaning you can click on data points within a specific dashboard tile to filter the rest of the dashboard by those data points.
To create a cross-filter on a dashboard:
Click a data point within a tile containing a supported visualization.
For bar, column, line, area, scatterplot, and pie charts, you can also click the chart legend to initiate cross-filtering.
All data tiles will be filtered by the value of that data point.
The cross-filter field and value appear at the top of the dashboard for reference.
To add an additional value to an existing cross-filter, hold down the Command (Mac) or Control (Windows) key on your keyboard while clicking on additional data points or legends. For example, if you are already cross-filtering on the Men’s Tops field for a value of Top Subcategories by Pulse and you want to add Men’s Bottoms as an additional subcategory for analysis, hold down the Command or Control key and then click the Men’s Bottoms region.
The tiles will filter on the additional value as well.
The additional value for the cross-filter will appear at the top of the dashboard.
To add a new cross-filter, click another data point on any tile containing a supported visualization type.
All tiles will be filtered by that cross-filter as well, and an additional field and value appear at the top of the dashboard.