Viewing Filter Results in the Dashboard - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

You can display filter results in a dashboard view. To display filter results in a dashboard view, in the Filter ribbon, click Display as Dashboard in the Dashboard ribbon group.

The following is an example of filter results display in a dashboard view:

Once filter results are displayed as a dashboard, you can control how data is displayed in the three tiles. The first tile is in a bar chart format. The second tile is in a pie chart format. The third tile is in a search results list format.

Note:

If a message stating Too Many Data Points to Display Chart is displayed, the number of data categories returned by the filter and displayed by the chart exceeds the maximum number of data categories allowed and the chart cannot be displayed

When the dashboard is opened, all three tiles will display the data as defined by the View and By drop-down lists displayed in the top, bar chart tile. The View drop-down list controls the x axis of the bar chart. The By drop-down list controls the y axis of the bar chart tile and the pie chart display.

Note:

When the View drop-down list is used to select a different attribute, the By drop-down list will reset.

The pie chart tile can also be formatted with its View drop-down list. You can select the attribute you would like to use to display data in the pie chart.

The data displayed in the pie chart and search result list tiles can also be impacted when an item is clicked on within the bar chart. When a section of the bar chart is clicked, the pie chart and search results list update to reflect the specific bar chart section's data.

Any of the tiles in the dashboard can be opened in a new window by clicking on a window and dragging it away from the dashboard.

The bar chart can be printed by clicking the Send this Chart to the printer button within the tile or by right-clicking in the tile and selecting Print.

The pie chart can be printed by clicking the Send this Chart to the printer button within the tile or by right-clicking in the tile and selecting Print.

To return to the standard filter results display, in the Dashboard ribbon, click Display as Filter within the Filter ribbon group.