Dashboard Filtering

VIDEO | Dashboard Filtering

The dashboards in Explore have advanced filtering abilities to make viewing easier and more customized.

You can filter the information on your dashboards on four different levels:

Filter Definition

Visual Level

Filters a single visual on a dashboard. You can select the date range, account codes, approvers, etc. that you want shown.

Page Level

Filters all the visuals on a single page. You can use this to filter by areas on the project, date range, executor, etc.

Report Level

Filters all pages in a report. You can use this to filter a report by project, date range, remaining MHrs, etc.

Drillthrough

Used to focus on one aspect of the project. Any other page or visual that contains this drillthrough value can be redirected to this drillthrough page for a more focused and up-close view.

Drilling down on report data to the meta-data level, can assist in your analysis. Most of the visualizations on the dashboards display data at a summary level. Drilling down into the visualizations allows you to see the data at the detail level.

To enable us to view filtering and drill down data better, complete these preliminary steps.

Step by Step — Filter a Dashboard, part 1

  1. Navigate to the Contract Dashboard, and then select Edit Dashboard from the Context Menu (…) icon.
  2. Save your new dashboard using File > Save As appending the Contract Dashboard file name with your initials.
  3. Close the Dashboards and Bookmarks slide-out panels to give yourself more room to work.
  4. Select a Project.
  5. Select a Contract Status of All.
  6. Select a Contract Type of All.
  7. Select a Vendor Name of All.
  8. Right-click on the Contract Overview tab, and then select Duplicate Page.
  9. On the duplicate page, delete the following charts:
  • # of Contracts by ERP Sync Status
  • # of VCO’s by Status
  • # of Payforms by Request Status
  1. By either:
  • Clicking the ellipses, and then selecting Remove, or
  • Clicking on the chart, and then pressing the Delete button on your keyboard
  1. Expand the width of the Fields panel.
  2. Expand the # Contracts by Type chart.
  3. Click on each remaining chart to view Fields used.

  4. On the # Contract by Type chart, click the Contracts Field panel, and then add Status Hierarchy > Contract Status. Notice how the chart changes.

  5. Specifically, with the field added, you now have greater ability to filter the data.

Filtering Options

# Filtering Option
1

Drill Up
2

Drill Down
3 Go to Next Level in the Hierarchy
4 Expand all Down one level in the Hierarchy
5 Filter
6 Focus Mode
7 More Options

Navigate to the dashboard that you just created and select Edit dashboard from the Context menu icon.

  • Note the four types of filters:

    Filter Type Definition
    1. Visual Level

    Filters on an individual visual.
    1. Page Level

    Filters on every visual on the report page.
    1. Report Level

    Filters on all pages in the report.
    1. Drillthrough

    Filters on a single entity in the report.

 

For the remainder of this section, data will be represented by the Number of Contracts. Alternatively, by moving the toggle in the other direction, all data would be shown by Contract Value. Similar functioning toggles exist in other types of reports for ease in viewing data in an alternate format.

Having followed the previous steps, your screen should now look similar to this:

Step by Step — Filter a Dashboard, part 2

  1. Open the Filters panel.
  2. Click on the # of Contracts by Type stacked bar chart.
  3. Click on the Filters icon and notice you have no filters applied right now.

  4. Under the Visualizations slide-out panel, click on the # of Contracts drop-down to view details of that filter.

  5. On the Visual Filters, click on the Contract Status drop-down, select Executed to apply the filter.

    • Notice how this chart changes

  6. Change the Contract Status to Select All.
  7. Collapse the Contract Status filter.

  8. Under the filter Contract Type, select 2 options from your drop-down.
  9. Within the chart, right-click and select Visual Table.

    • The # of Contracts by Type chart now only appears, with the actual data for those two contract types shown.
  10. Add a third Contract Type, and see how the chart and data changes again.
  11. Click Back to Report.

  12. Close the Contract Type filter.
  13. Click File > Save to save this dashboard.
  14. Open the # of Contracts filter.
  15. Show items that are greater then 100 and less than 300.
  16. Click Apply Filter.
    • The newly filtered chart appears. In this case, Executed is greater than 300. Why do 482 Executed Contracts appear? Let’s drill down further to find out

  17. Click the Drill down icon.
  18. Then click on the orange Executed row.
    • The chart changes to Executed Service Agreements and Executed Rental Agreements, both under 300

  19. Click the Expand All Down One Level in the Hierarchy button.

    • Now the chart changes to all Executed Contract Types greater than 100 and less than 300

  20. Right-click on the image and click Drill up.
  21. Right-click on the # of Contracts Filter and select Clear filter.

  22. Under the Contract Status filter, change the drop down from Basic Filtering to Advanced filtering.
  23. Under Show Items when the value > contains type in cancelled or contains closed.
  24. Click Apply filter.
    • The chart now shows only Cancelled or Closed statuses

  25. Click the Contract Status Clear filter icon.

  26. Click File > Save.

Page Filtering

Two options of page filtering exist in Explore. The first is filtering on just this page (tab.)

From the Contract Fields panel, drag the checked Contract Status field onto Filters on this Page.

Select Closed from the Basic Filtering drop-down list.

  • Now all reports on this page only show contracts that have been Closed

Select the Remove Filter X icon.

Filter On All Pages

The second type of page filter applies a filter across all pages (tabs).

Drag the same Contract > Contract Status data field onto Filters On All Pages.

Again choose the option of Closed from the drop-down list. Nothing will look different on this tab, only when you select another tab will the change be obvious. For example, this is the Bid Packages tab, where all charts only represent Closed projects.

Go to the Next level in the Hierarchy

The final icon when filtering is the Go to Next level in the Hierarchy icon. When in a report and this icon is clicked, the table filters down to the next level in the Hierarchy as shown in this Visualization:

Initially, data will be represented by Contract Status.

When the Go to Next level in the Hierarchy icon is selected, the chart will change to # of Contracts by Contract Type.

Throughout the Explore dashboard, there are multiple instances where you can hover over a data-point to obtain a Type Tooltip pop-up showing drill down data.

Last Data Refresh: A time-stamp in the dashboard list indicates when the data in that dashboard was last refreshed. This helps minimize the confusion about why some records may or may not be present in your dashboard.