This guide assumes that you’ve already worked through our 5-min Quick-start 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
Why use filters?
Filters are a great way to focus in on the data that you care about, while hiding any irrelevant data you may not need.
For example, you may only want to see how your DAY SHIFT is doing. For this, you’d filter IN all your DAY SHIFT data, and filter OUT all your other shifts (afternoon shift, evening shift, etc.).
Filters are not permanent and can never “break” anything on your dashboard (you aren’t actually deleting any data, just hiding it from view).
It usually takes less than a minute to add a filter and configure it to your liking!
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.
If there is already at least one filter on your dashboard, simply click the “+” icon in the far-right corner of your Dashboard’s filters panel. See image below for example:
2. In the expanded list, select the metric that you’d like to filter IN or OUT of your dashboard.
The metric should now appear on the right-side filter panel.
3. Click the pencil icon to open your metric’s filter menu.
Here you’ll see all the possible values within this metric.
4. Select the checkboxes that you’d like INCLUDE in your dashboard’s data, and de-select (uncheck) the boxes that you want to EXCLUDE from your dashboard’s data.