Wyn Enterprise User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Using Report Designer
- Working with Dashboards
- Governing Data and Resources
- Using Dashboard Designer
- Section 508 Compliance
Wyn Enterprise: Filter Data
Filtering data helps you display relevant data and hence building an effective dashboard.
You can add filters from the measures and dimensions in the dataset, or specify your own filter values and conditions. The options for setting filter conditions are available under General and Matching Rules tabs of the Filter dialog as explained below. You should choose General if you want to add filters from the available dimensions, measures, or dashboard parameters. Switch to Matching Rules if you want to specify your own filter values and conditions.
| General | Description |
|---|---|
| Use custom value | To use a custom value to filter data |
| Use a new parameter | To use a parameter to filter data |
| Sort | Sort the data in ascending or descending values |
| Exclude Matched | Set to True or False if you want to exclude or include the matched attribute values |
| Matching Rules | Description |
|---|---|
| Match Type | Specify the matching condition - Contains, Start With, End With, Exactly Match |
| Case Sensitive | Specify if the filter should match case |
| Match Value | Specify the value to match with according to the filter condition |
Refer to the following example, where a filter is applied on the 'Month' dimension in a chart to show the number of tickets for the first six months of the year, that is, Jan, Feb, March, April, May, and June.
Apply a Filter
Select the Dashboard scenario in the design area for which you want to filter the data. Note that an Action Bar automatically appears on the right of the selected scenario.
From the Action Bar, select Filter action
.In the Filter dialog that appears, click Add a Filter to specify the filter condition and attribute.
Set the Target Field to a suitable data attribute from the list. The Target field refers to the data attribute on which you want to apply a filter. For example, set the Target Field to 'Month' to apply the filter on the 'Month' values.
Select the 'Month' values as Jan, Feb, Mar, Apr, May, and June to see the data for only these months in the scenario.
- Choose General since we want to add filters from the available measures.
Keep Exclude Matched to 'False' and click Apply.
