Filter Widgets

A Filter Widget filters other Widgets (Chart, Gauge, and Matrix) by:

  • Date: Filters data by date range (ex: All, Today, Yesterday, Within last 1 week/month/quarter/year, custom range, etc.).

    A Date Filter Widget uses a drop-down to show the filtering options.

Date Filter Widget
  • Lookup table values: Filters data by a value in a lookup table (example: Filter Incidents by Status—Assigned, Closed, In Progress, Assigned, New, etc.).

    A Lookup Table Widget uses a drop-down to show the filtering options.

Lookup Filter Widget
  • Query: Filters data using a defined Query (example: My Incidents—Incidents owned by me).

    A Query Filter Widget uses a toggle button to turn the filter on/off.

Query Filter Widget

Good to know:

  • A Filter Widget is highly configurable; define the Business Object to filter and the filtering option (example: Date, Lookup value, or Query).
  • A Filter Widget must be associated with the same Business Object as the Widget(s) it limits (example: If the Filter Widget is going to limit Incidents, the Widget must be associated to the Incident Business Object). A Date/Time filter is the only exception; it can filter Widgets associated with other Business Objects (example: Problem).
  • You can combine filters on a Dashboard (example: Filter by date, status, and User); however, you can have only one Date/Time filter per Business Object type. If you add multiple Date/Time filters, only the value from one will be used.
  • Consider the criteria you are using to filter your individual Dashboard Widgets before you add a Filter Widget to a Dashboard. For example, if you are using a Saved Search or Date Range to filter a Widget to a specific date range, consider how a Date/Time Filter (essentially a second filter) on a Dashboard might conflict with that.
  • A Filter Widget does not support a background; therefore, no color or style can be applied.