Range filtering is a design element that allows the user viewing the dashboard to control with a simple sliding scale how much data is displayed for dashboard items that use the same data provider.
For example, limiting the sales counts displayed to a specific date range that can be changed dynamically using the graphical range filter.
To add a range filter for dashboard items:
-
Launch the dashboard designer. The designer can be launched in several ways:
-
The dashboard designer is automatically launched when the dashboard is first created.
-
From the Dashboard Gallery area, select the dashboard to design in the left pane then click the Design button in the Dashboard ribbon group.
-
From the Administration area, click Dashboards in the left pane and select the dashboard to design, then click the Design button in the Dashboard ribbon group.
-
From the dashboard Properties dialog box, click the Design button at the bottom of the dialog box.
The dashboard designer is opened in a new user interface.
-
- Select the dashboard item to range filtering with.
-
Click Range Filter from the Home ribbon.
A range filter dashboard item is added to the dashboard.
-
In the data provider pane, select the data provider from the drop-down list that returns the data for the dashboard items you would like to apply range filtering to.
For example, if you would like to enable range filtering for sales data on a dashboard item that uses the Demo data - sales data provider, then the range filter dashboard item must also use the Demo data - sales data provider.
Note:To add, edit, or create a data provider, see Data Providers.
-
Drag-and-drop the parameters from the data provider pane into the appropriate data item in the Data Items pane.
-
Drag the parameter for the Y (vertical) axis of the range filter into the Values data item.
-
Drag the parameter for X (horizontal) axis of the range filter into the Arguments data item. This is the value the range filtering is performed on.
-
Drag the parameter that creates the chart display being filtered into the Series data item.
For example, to create a range filter that filters sales counts by date range in a chart that displays sales counts per sales representative using the same data provider, add the parameter for sales counts to the Values data item, the parameter for sales dates to the Arguments data item, and the parameter for sales representatives to the Series data item.
-
-
To change the scale of a parameter, move the cursor over the data item and click the arrow that is displayed, then select the scale from the menu that is displayed.
- Click Save in the File ribbon group of the Home ribbon to save your dashboard design and continue working, or click Save & Close to save your dashboard design and close the dashboard designer.