It’s a powerful way to save time running reports with complex filter criteria that you use on a regular basis.
See below the video for an example with detailed instructions.
Step 1 – After creating a copy of the dashboard you would like to filter, click the Edit icon. Ask your company’s administrator if you do not have edit permission:
Step 2 – Once the dashboard editor has opened, select a filter or grid you would like to edit. In this case, since we are removing a supplier, we’ve selected the Supplier filter:
Step 3 – Then select the gear icon:
Step 4 – Click “Data/Filtering:”
Step 5 – Click “Click to set Filter Criteria:”
Step 6 – The “Filter Editor” window will appear. We will add our filter criteria here:
Step 7 – Hover your mouse cursor over the green plus sign. Select “Add Condition” from the drop-down menu that appears.
Step 8 – Dimensions that can be filtered by will appear on the left in blue. Click the dimension to change it. In this case we will select VendorName.
Step 8 (cont’d) – Choose an operator. In this case we want to exclude a vendor, so we select “Does not equal.” Then click the grey drop-down on the right and select “Value.”
Step 8 (cont’d) – Click into the grey “enter a value” field, and select the desired vendor from the list.
Step 8 (cont’d) – You can add more criteria by hovering over the green plus sign and repeating step 8. When you are finished, click OK.
Step 9 – Save your changes by clicking the main menu icon in the top left of the dashboard. Then click “Save.” You can rename the dashboard by clicking “Title.”