Knowi dashboard filters make it easy for the users to apply different data perspectives on the dashboard, across all the widgets. Once the filters are defined by the dashboard creators or admins, the end-user viewing the dashboard can select a particular filter or FilterSet to visualize the data of most interest on the dashboard. Moreover, some advanced filtering functionalities are also provided including auto-suggestions, multi-value filters, and date ranges.
Note: Knowi remembers the filtered view, hence the next time the user visits the dashboard, the same filtered view is displayed.
Admin Settings
Admins and dashboard creators are provided with the ability to control the access of data and values the end-users can filter through any one of the following two options:
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Adding a new filter directly
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Fine-Tuning the available filters
In the subsequent sections, the step-by-step procedure for the implementation of the above two has been elaborated, to help admins and dashboard owners incorporate control on how data appears on the dashboard.
Adding New Filter
Step 1: Click on the Filters icon on the dashboard toolbar.
Step 2: Click on the +Add button and select Filter from the dropdown list.
Step 3: Configure the filter by defining the values for the following parameters:
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Fields to filter
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Condition type
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Value
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Filter Control
Note for the Condition Type:
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Equals are case-sensitive.
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Contains is not case dependent (and slower in cases with large amounts of data)
- Users can use the Starts With condition type to filter records that start with the filter input value. This condition type can be used on integer or string field types only.
Note for adding Values:
- Users can add comma-separated values in the Value dropdown while creating filters. The records in the Value field are populated based on the field chosen in the Field to Filter dropdown. The filter type is Multiple in this case.
Note for the Nested fields:
If data contains JSON, the nested fields will be shown in the list to filter. A user can therefore filter on inner fields. Please note that this list will only contain a few nested fields as Knowi will not scan the whole dataset for the JSON data. However, Cloud9QL can be used to filter any nested field.
Step 3: Hit the Save button and the filter will be added to the right sidebar.
Filter Behavior
The admin or dashboard creator can also toggle on any of the following two or both to further optimize the filter behavior:
Hidden: The filter will be applied to the dashboard but the definition of it will be completely hidden from the dashboard end users. It will only be available to view and edit by an admin or the dashboard creator.
Mandatory: If this option is set, the filter is always present on the dashboard and prevents the end-users from removing the filter. However, the end-user can still add or remove values from that filter.
Require Value: Set this option to optimize the filters and define a require value for the filters on the dashboard. To set this option, you need to toggle on the mandatory option.
Save as Global
Once the fields to filter are added through the Add button, the admin or dashboard creator will then have the option to save the newly created filter configuration as a Global Setting for all end users of the dashboard to see.
This, in essence, will be the end-user 'default view' when they first enter the dashboard. From here, they will be able to change the default selections and add in their own personal filters on top of the global view configure.
Clicking on the 'reset' will take the user back to the global default view of the data.
It is similar to a hidden filter in that it would provide a default view of the dashboard, however, it differs due to the fact that the end-user would not know the filter existed at all and could therefore not change any of the default values configured.
Fine Tuning the Available Filters
Manual Configuration
The admin or dashboard creator has the ability to decide which fields to either allow or forbid from using in the filters.
Step 1: Click on the Filters icon on the dashboard toolbar.
Step 2: Click on the Settings gear icon and you will be offered the option to define the fields that a user should be able to filter on.
Note: By default, all the fields are allowed.
Step 3: Simply click on Configure Manually and select any of the following two access types from the dropdown list to define the specific fields that should be made available or not be made available for filtering to the end-user.
| Access Type | Field |
|---|---|
| Allow | Select specific fields you want to provide to the end-users for filtering |
| Forbid | Select specific fields you don't want to provide to the end-users for filtering |
Step 4: After making the relevant selections, click on the Save button at the top to save your manual configurations.
Disable or Enable
As an admin or dashboard creator, you can temporarily disable or enable the existing filter(s) from the right sidebar to control the access of data and values the end-users can filter.
Edit Filter
As an admin or dashboard creator, you can edit the existing filter(s) from the right sidebar to control the access of data and values the end-users can filter.
Step 1: Click on the Edit icon of the filter you want to re-configure.
Step 2: Make relevant changes and click on the Save button.
End-User Filter Edit
Once the filters have been created and applied to a dashboard, it is very easy for the end-user to change the values in the filter itself. To do this, the end-user simply clicks on the filter notification icon at the top of the dashboard.