The filtering on dashboard items can be edited to display only a small set of the possible data returned for the filter, or to show only results for specific data. For example, if you create a dashboard item that returns sales figures by product category, it will return all sales figures for all product categories. By editing the filter, the dashboard item can be customized to return only sales figures for a specific subset of categories.
To edit the filter for a dashboard item:
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Launch the dashboard designer. The designer can be launched in several ways:
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The dashboard designer is automatically launched when the dashboard is first created.
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From the Dashboard Gallery area, select the dashboard to design in the left pane then click the Design button in the Dashboard ribbon group.
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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.
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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.
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Click the Data tab to display the Data ribbon.
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Click Edit Filter.
The Filter Editor dialog box is displayed.
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Click the + symbol to add a condition, or click ... and select Add Condition. A new condition is added to the filter.
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Edit the elements of the condition to display the filtered data. Multiple conditions can be added.
See also:
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To remove a condition, click the X at the end of the condition line:
To remove a condition, click the X at the end of the condition line:
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If multiple conditions are added, you must select how the conditions are compared to each other by selecting the condition operator:
The available condition operators are:
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And: All conditions are true. In the above example, that would mean the category equals Accessories AND Clothing(only data where the category is both Accessories and Clothing is included).
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Or: One or more of the conditions are true. In the above example, that would mean the category equals Accessories OR Clothing(only data where the category is Accessories or the category is Clothing are included).
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Not And: All conditions are false. In the above example, that would mean the category does not equal Accessories AND Clothing(only data where the category is not both Accessories and Clothing is included).
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Not Or: One or more of the conditions are false. In the above example, that would mean the category does not equal Accessories OR Clothing(only data where the category is not Accessories or the category is not Clothing are included).
For example, to return only sales data for clothing and accessories in the following filter, and exclude bicycle and components sales, add two conditions and change the elements to reflect data where the category equals accessories or clothing:
For example, to return only sales data for clothing and accessories in the following filter, and exclude bicycle and components sales, add two conditions and change the elements to reflect data where the category equals accessories or clothing:
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