How to create a dashboard numerical type filter
Version: DashboardFox v12
Role: Agent and higher
Permission: Agent with view permission to the dashboard
Overview
In this guide, we'll focus on crafting numeric-based filters. These filters are often used to segment data based on numeric values such as price, identification numbers, profit, etc.
All images shown are just an example. Names, fields, and values will be dependent on the organization and the user logged-in.
Creating a Numeric Filter
1. Click on Add Filter, located in the filter bar region of your dashboard.
2. Type in your desired Filter Name.
3. Select Numeric for your Filter Type.
4. Under Select Fields, tick off the field you want to filter. A single filter can only apply to 1 field per report
Each box represents a report on the dashboard. As an agent with view permission, you cannot control what fields are shown.
TIP: Ideally, you'll want to tick the same box for every field. But no worries if a checkbox field doesn't appear! Your dashboard data will remain consistent and accurate.
5. You can also use the search box to locate the fields.
6. Under Operator, you can choose BETWEEN and EQUAL.
NUMERIC FILTER: BETWEEN
A BETWEEN will give you a numerical search box where you can type in the value once in the dashboard.
1. Leave the Between fields blank
2. Click Save & Apply.
3. In the dashboard, it will look like this
4. To activate your filters, click on the filter.
Remember to save each time you make changes, either to overwrite or save as a new one.
NUMERIC FILTER: EQUAL
For EQUAL, you can either get a dropdown list or a search box.
Equal Operator: Search box
1. To get a search box filter under EQUAL operator, choose Custom Values
2. Uncheck Enable Get Values List
3. Click Save & Apply.
4. On dashboard, it will look like this.
5. To activate these filters, click on the filter.
Equal Operator: Dropdown List
1. To get a dropdown list filter under EQUAL operator, choose Custom Values
2. Check Enable Get Values List
3. Click Advance Options
4.Click Select Target
5. Locate the report you want to use. This may be under the team or private subsection within sub-folders.
6. Click on the selected report you want to use.
7. Click Select
8. You can select the arrangement of data by ticking off Default value to First In List
9. Click Save & Apply.
10. On the dashboard, it will look like this
And there you have it! You now know how to create a numerical filter!