This guide assumes that you’ve already worked through our 5-min Quickstart guide. If you haven’t yet completed it on your own, please do so first:
5-min Quickstart - Create a new dashboard and your first three widgets
Dashboard Filters vs. Widget Filters
DASHBOARD FILTERS:
Dashboard filters (sometimes called “global filters”) affect all the widgets on your dashboard by default.
This means if you add a Dashboard filter for “Machine Name”, and choose to EXCLUDE a machine called “Welder 2”, then EVERY widget on your dashboard will remove all data records for “Welder 2”.
This same logic applies when you use Dashboard filters to only INCLUDE certain records.
Dashboard filters are located in the right-side panel of your main dashboard screen.
WIDGET FILTERS:
Widget Filters only affect the widget that you add them to.
This means if you add a Widget Filter for Machine Name, and choose to EXCLUDE “Presser 7”, then ONLY the widget you applied this filter to will remove its data records for “Presser 7”.
Widget Filters are located on the right-side panel of the Edit Widget screen.
Add a Dashboard Filter
If you want your entire dashboard to filter IN or filter OUT certain data records:
In your main Dashboard screen, click Filter Your Dashboard on the right-side filter panel.