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

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Deleting a Filter Widget

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

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