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Filter

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.

Important to Note:​

Before using the Filter Widget, keep these points in mind:

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  • 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.

Adding a Filter Widget​

  1. In the Edit Mode tab of the Dashboards Building Interface, click the "add a widget" button. Choose the Filter option from the widget list.
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  1. In sidebar in the top left corner , double click on Untitled widget and provide a name for the selected widget.
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  1. 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.
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  1. Under the Filters section, click on "add condition(s)" to add conditional statements by using the condition builder.
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  1. 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. 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.
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Deleting a Filter Widget​

  1. In the top-right corner of the Filter widget, click the Thumbnail icon in the top-right corner and then select the delete button.

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

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