How to create a numerical-type dashboard filter

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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 the Filter

1. Click on New Filter, located below the dashboard name.

 

2. Name your filter – Give it a meaningful name to identify it easily later.

 

3. Select numeric filter type

The system will display the fields available to filter as per your selected Filter Type.

4. Under Selected Field, click down arrow for each widget listed

5. Check the field this filter should apply to.  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.

6. You can also use the search box to locate the field you want to use.

7. Select the Operator you want to use

8. In a Numeric Filter Type, under Operator, you can choose among EQUAL, IN LIST, BETWEEN, GREATER THAN, or LESS THAN. Here is how they differ:

 

NUMERIC FILTER: EQUAL

1. EQUAL: This provides a single-select or dropdown list filter or a search box.

2. To get a search box filter under EQUAL operator, leave the box blank

3. Uncheck Enable Get Values List

4. Click Save & Apply

5. To activate your filters, click on the filter you just created.

Note: After clicking save & apply, you will be redirected to the dashboard with the filter activated already.

6. For this configuration of an EQUAL filter, this will be the filter interface shown in the dashboard.

7. To get a drop-down of values for an Equal operator, click Show Values

8. Select the value you want to appear in the filter

9. Tick the box Enable Get Values List

10. Afterwards, this will be the filter interface shown in the dashboard

NUMERIC FILTER: BETWEEN

1. A BETWEEN will give you a numerical search box where you can type in the value once in the dashboard.

2. Leave the Between fields blank

3. Click Save & Apply

4. To activate your filters, click on the filter you just created.

Note: After clicking save & apply, you will be redirected to the dashboard with the filter activated already.

NUMERIC FILTER: GREATER THAN

1. A GREATER THAN will give you a numerical search box or drop down menu, where you can type or select in the value once in the dashboard and it will bring back the value greater than what’s typed or selected.

2. To get a search box filter under GREATER THAN operator, leave the box blank

3. Uncheck Enable Get Values List

4. OR; To get a drop-down of values for an GREATER THAN operator, click Show Values

5. Select the value you want to appear in the filter

6. Tick the box Enable Get Values List

7. Click Save & Apply

8. To activate your filters, click on the filter you just created.

Note: After clicking save & apply, you will be redirected to the dashboard with the filter activated already.

9. For the Greater Than operator where left it blank, this will be the interface shown.

10. For the Greater Than operator where you selected a value, this will be the interface shown.

NUMERIC FILTER: LESS THAN

1. A LESS THAN will give you a numerical search box or drop down menu, where you can type or select in the value once in the dashboard and it will bring back the value less than what’s typed or selected.

The steps are the same as GREATER THAN operator, but instead select LESS THAN in the operator drop-down menu

 

2. Then Click Save & Apply

3. To activate your filters, click on the filter you just created.

Note: After clicking save & apply, you will be redirected to the dashboard with the filter activated already.

4. The interface shown in the dashboard will be the same as the interface shown when you select GREATER THAN operator.

NUMERIC FILTER: IN LIST

1. An IN LIST filter ables you to pick the value from a drop-down menu

2. Under IN LIST operator, leave the box blank, and ensure that the Enable Get Values List is ticked.

 

 

3. Then Click Save & Apply

4. To activate your filters, click on the filter you just created.

Note: After clicking save & apply, you will be redirected to the dashboard with the filter activated already.

5. IN LIST filter will be shown in the dashboard like this.

Remember to save each time you make changes, either to overwrite or save as a new one.

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And there you have it! You can now create numeric filters for your dashboard!