Indicator Widgets & Understanding Filters (1)

This tutorial will guide you through the creation of a new dashboard with three simple indicator widgets.  These widgets will be used to demonstrate the differences between Dashboard Filters and Widget Filters.

 

Create a new dashboard using the Sample P2P data source.

1. Click on the Analytics Tab within DataServ

For help on accessing Analytics Set Up User Access to Analytics

 

2. Create a new dashboard named “Tutorial” and select the Sample P2P data Source

a. Click the plus sign icon above the list of standard dashboards, then select your data source and title for the dashboard.

b. Choose your data source.

c. Rename the dashboard to make it unique, and click Create.

 

For help on creating a new dashboard, How To Create Your Own Dashboard

Outcome You have created a dashboard with no widgets.

 

Add your first Indicator widget

This indicator will be a simple count of documents using DIN

1. Click the ‘Select Data’ button
2. Type DIN or scroll through the list to find DIN. Do not click it.
3. Hover over DIN and it will be selected. 
4. Click the ‘More…’ menu on the far right of the field.
5. Select Count Unique from the menu.

 

6. Select Add Title at the top left corner and change the title of the widget to “No Widget Filter”.

7. Click the ‘Create’ button in the bottom right corner

 

 

Outcome You have added your first indicator widget to the dashboard. This widget now shows you a count of all documents in the sample.

 

Suppose we want to filter this to see a count of documents in ‘Pending Approval’ status.

Add a Dashboard Filter

Let’s add a filter on status. And filter to only documents in Status = Pending Approval

1. On the Filter pane to the right of the dashboard, click the Plus sign to add a filter.

2. Type Status or scroll through the list to find it.

3. Click Status to select it.

4. Set the filter to Pending Approval

a. Uncheck the box at the top to uncheck all options.

b. Check the box for Pending Approval.

Observe that Pending Approval appears in blue at the bottom to indicate that you are selecting that status.

5. Click the OK button to save and apply the filter.

You have now created an indicator widget that the Dashboard filter has filtered to limit the results to the Status of Pending Approval.

6. Set this filter to be your default filter setting for this dashboard.

a. Click the menu button in the top right corner of the filter pane.

b. Choose Set as My Default Filters from the menu

7. Change the filter to show all statuses except for Paid.

a. Click the Pencil icon in the Status filter to open the Edit Filter window

b. Check the box at the top to check all options.

c. Uncheck the box for Paid.

Observe that Paid appears in red at the bottom to indicate that you are excluding that status.

8. Click OK to apply the filter.

Observe that the count in the indicator has changed.

9. Make other changes to the filter to see the count on the indicator change and observe how your selection is displayed in the filter.

10. Click the counterclockwise arrow icon in the top of the filter pane to restore your default filters

 

Outcome & Learnings You have added a Dashboard Filter to the dashboard. You have set the default dashboard filter and restored the dashboard to the default filters. You observed how color indicates whether a filter item is inclusive or exclusive.

 

Add an Indicator Widget with Dashboard Filter disabled

In this step you will create a second Indicator Widget by duplicating the one you have already created and disable dashboard filters from affecting this widget.

1. In the top right corner of the Indicator widget titled “No Widget Filter” select the menu and choose Duplicate. 

This will create a second widget that is identical to the first.

2. Change the Dashboard filter and observe that it effects both widgets.

3. On the second Indicator widget click the Pencil icon to edit the widget.

4. Change the name of the Widget to “No Dashboard Filter”

5. On the right panel select Filters.

6. Disable all dashboard filters by clicking the Dashboard Filters slider.

Observe the count on the widget has changed because the dashboard filter is no longer applied.

You can disable individual Dashboard filters like the Status filter, but the widget would be impacted by dashboard filters that were added later.

7. Make changes to the Dashboard filter.  You will see the count change on the widget named “No Widget Filter”, but the count does not change on the widget named “No Dashboard Filter”. 

Outcome You have added a second indicator widget to the dashboard. This widget is not affected by the Dashboard filter.

 

Add an Indicator Widget with Widget filter

In this step you will create a third Indicator Widget by duplicating one you have already created and apply a widget filter to this widget.

1. In the top right corner of the Indicator widget titled “No Widget Filter” select the menu and choose Duplicate.  This will create a second widget that is identical to the first.

2. Change the Dashboard filter and observe that it effects both widgets.

3. On the second Indicator widget click the Pencil icon to edit the widget.

4. Change the name of the Widget to “Widget Filter = Paid”

5. On the right side bar select Filters.

6. Click the Plus button next to Widget Filters to add a widget filter.

7. Type Status or scroll through the list to find it.

8. Click Status to select it.

9. Uncheck the box at the top to uncheck all options.

10. Check the box for Paid.

11. Click the OK button to save and apply the filter.

You have now created a Widget filter that effects only this widget.

12. To save the changes to the Widget click the Apply button at the Top of the screen.

13. Make changes to the Dashboard filter.  You will see the count change on the widget named “No Widget Filter”, but the count does not change on either of the other Indicator widgets. 

Outcome & Learnings You have added a third indicator widget to the dashboard. This widget has a widget level filter When the same field is filtered on both the Widget and the Dashboard, the filter settings on the Widget take precedence over the filter on the Dashboard.