Create filters

Create and edit filters to segment summarized report data by region location, belt level and so on. For example, you might create filters to show only projects by department or savings by location.

In This Topic

Types of filters
Create a static filter
Create a dynamic filter
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Types of filters

Before you create a filter, determine which type of filter best suits the data you want to analyze.

Static filter: A static filter has only one option. When you create a static filter, you set conditions for one or more data fields to determine the criteria.
Dynamic filter: A dynamic filter has several options. When you create a dynamic filter, you can use a list field or you can you create your own list to define the criteria.

Create a static filter

When you create a static filter, you define the filter criteria by setting conditions for one or more data fields.

Choose Actions > Edit Report.
In edit mode, beside Filters, select the edit button .
In the filter editor, select the Add Static Filter button.
Enter a name for the filter.
Select Select a field, choose a field, then set its condition.
In this example, conditions are set for two data fields: Health and Status.
If necessary, you can add additional fields and conditions. For a list of filter conditions, see Filter conditions.
Beside Match Criteria, choose one of the following options.
- ALL: Performs an AND operation to return the projects that match all the filter criteria.
- ANY: Performs an OR operation to return the projects that match any of the filter criteria.

The static filter, Projects at Risk, displays only the projects that are in progress and at risk due to health status. In the report, you can apply the filter, but you cannot modify its criteria.

Create a dynamic filter

The dashboard has two types of dynamic filters. One type uses an existing list of values and one uses a list that you define.

Note

The My Projects filter is a dynamic filter that helps you find projects that you own or projects that are shared with you. You cannot edit or delete the My Projects filter, but you can apply it or not apply it. You can also select different options to affect the filter results.

Use an existing list of values

To create a dynamic filter that uses an existing list of values, you must select a list field. The values in the list field become the filter options that users can select in the dashboard report.

Choose Actions > Edit Report.
In edit mode, beside Filters, select the edit button .
In the filter editor, select the Add Dynamic Filter button.
Enter a name for the filter.
From Field, select the drop-down list , then select a list field.
In this example, the existing values for the list field, Status, populate the filter editor and In Progress and Completed are selected by default.
To make a value the default selection when a user applies the filter, select the checkbox beside it.
To reorder the list of values, select the row's gripper and drag the row to a new location.

In the report, the existing values for Status are displayed as filter options. The gray dots indicate the default selections.

Use a list that you define

To create a dynamic filter that uses a list you define, you must select a single-value data field, then enter a list of criteria. The criteria becomes the filter options that users can select in the dashboard report.

Choose Actions > Edit Report.
In edit mode, beside Filters, select the edit button .
In the filter editor, select the Add Dynamic Filter button.
Enter a name for the filter.
From Field, select the drop-down list , then select a single-value data field.
Select Select a condition, enter a value for the condition, and enter a name to display for the filter option. If necessary, add more conditions. For a list of filter conditions, see Filter conditions.
In this example, multiple conditions are defined for the field Project Estimated Hard Savings.
To make a value the default selection when a user applies the filter, select the checkbox beside it.
To reorder the list of values, select the row's gripper and drag the row to a new location.

In the report, the criteria you defined for the Estimated Hard Savings filter are displayed as options.

Watch a video

Watch a video to learn more about filters.