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Dashboards often present a broad overview of data, such as a bar graph displaying all cases grouped by their names. However, there are situations where a more targeted view is necessary. For example, you might want to focus on cases managed by a specific individual or filter for cases only with a “medium” severity level. The Filter Widget makes this possible by allowing end-users to apply additional filters. This tool helps refine the displayed data and customize it to show exactly what is most relevant to your needs.

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Important to Note:

Before using the Filter Widget, keep these points in mind:
Note
  • The filter widget can only be linked to other widgets that have the same data source.
  • The filter widget can only be applied to a single widget where filtering has already been applied.

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Adding a Filter Widget

1

Add a Filter Widget

In the Edit Mode tab of the Dashboards Building Interface, click the “add a widget” button. Choose the Filter option from the widget list.
2

Name the Widget

In sidebar in the top left corner , double click on Untitled widget and provide a name for the selected widget.
3

Select a Data Source and Column

Choose a data source: Tables, Case Management Tables or Case Management Reportings and proceed by selecting the specific table column from the data source you would like to use.
4

Define Filter Conditions

Under the Filters section, click on “add condition(s)” to add conditional statements by using the condition builder.

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Nested Conditions

You can also create nested conditions, which are conditions grouped within other conditions. Nested conditions allow you to define more complex logic, applying specific operators (AND/OR) to a subset of conditions independently from the main group.
5

Connect Filter to Target Widget

Lastly, connect your Filter Widget to the widget you want to filter. In the following example, the filter widget is connected to a bar graph displaying case data. The filter is set to show only cases with a “medium” severity level, demonstrating how the widget updates to reflect the applied filter.

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Editing the Filter Widget

1

Making Changes to the Filter Widget

If you want to remove a conditional statement and stop the filter from being applied to the linked widget, click the Reset button. For any other changes, you can edit directly in the left-hand sidebar. Simply locate the relevant section to adjust or update the information as needed. Changes will be applied automatically

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Deleting a Filter Widget

1

Open Widget Options

In the left-hand sidebar, click the icon in the top-right corner and then select the delete button.

2

Confirm Widget Removal

The Filter widget will be removed from your Dashboard Building Interface.