Interactive filters and highlights

Audience: Administrators and Read/Write users

 

Overview

Users can use interactive filters to remove and include records or interactive highlights to illuminate different records on-demand while navigating base charts, plans, and custom charts. Build and combine filters and highlights to locate employee records matching specific criteria in real-time.

Interactive filters and highlights are user-specific, persist between sessions, and can be shared with other users.

The following article provides information on :

• Building interactive filters
• Building interactive highlights
• Sharing and managing interactive filters or highlights

Note

To access interactive filters and highlights, ensure that the option is enabled for your access group. You may need to ask an administrator to enable it for you.

Building interactive filters

1. Click on the Filters icon at the right corner of the page.

2. The Filters panel is displayed and opens to the My filters tab . Click on the +Create filter button to create a new interactive filter.

3.  Enter a name for the interactive filter in the filter name text box.

4.  In the first criteria block, click on the field dropdown menu, and then select a field from your dataset to create the filter. 

5.  Click on the comparison dropdown menu to select a comparison value (i.e 'Equals').

6.  Enter a field value, or click on the down arrow to the right of the value text box to select a field value from the dataset.

7. Optionally, click on the +Add criteria button to add another condition to the filter.

8. Click on the and/or operator button (shown in the screenshot below) to determine how the criteria blocks should be applied in the filter.

 

9. Fill out the field, comparison, and value options as desired, and then click on Save.

10. Filters that are saved are automatically toggled ON. You can toggle them off to remove the filter.

11. Optionally, click on the cog wheel icon in the top right corner of the Filters panel to set the filter behavior. The following options are available:

Remove filtered records - Records that do not match the filter criteria are not shown. This option is selected by default.

Mute filtered records - Records that do not match the filter criteria have a muted overlay applied.

Building interactive highlights

The following example provides step-by-step instructions for building an interactive highlight that illuminates employees who have been hired within the last 30 days.

1. Click on the Highlights tab on the right side bar.
    
2. The Highlights panel is displayed to the right side of the screen. Ensure you are on the My highlights tab.
    

3. Click on the + Create highlight button.
    

   

4.  Enter a name for the highlight the Highlight name text box.
    
5. Click on the colored box to the right of the Choose color option, and then select a color for the highlight.
   
   
    
6. In the first criteria block, click on the field (i.e. Hire date) dropdown menu, and then select a field from your dataset to create the filter. 
    
7. Click on the comparison dropdown menu to select a comparison value (i.e 'Date range').
    
8. Enter a field value (i.e. 'From Last [n] days').
    
9. Optionally, click on the + Add criteria button to add additional criteria to your highlight.
    
10. Click on Save.
    
    
     
11. The highlight is applied. Check the checkbox to the left of the highlight to disable it.
    
    

Sharing and managing interactive filters or highlights

Read/write and admin users can share the interactive filters or highlights created in the My filters or My highlights tab of the filters and highlights panels.

The following section provides information on:

• Sharing interactive filters or highlights
• Accessing shared interactive filters or highlights
• Modifying or copying shared interactive filters or highlights
• Deleting shared interactive filters or highlights

Sharing interactive filters or highlights

Read/write and administrator users can share interactive filters and highlights with other users. To share an interactive filter or highlight:

1. Click on the Filters or Highlights tab in the right side bar.
    
2. Click on the My filters or My highlights tab.
    

3. Create a new filter or highlight, or hover over an existing one, and then click on the Share option. The Share modal is displayed.
    

   

4. Click on the Add people or groups search bar (under the People with access heading), and then select individual users or groups to share the filter or highlight with.

   Note

   If you select a group to hare with, you will only share the filter or highlight with members of that group at the time of sharing. The current members of that group will be displayed in the People with access list.

5. Choose the sharing permissions for each user. By default read/write and admin users will be added as collaborators, whereas read only users will be added as view only. The following options are available:
   
   Collaborator - User can apply, modify, rename, manage sharing, view filter or highlight details, and copy the shared filter or highlight to the My filters or My highlights panel for personal modification.

   View only - User can apply the shared filter or highlight or copy it to the My filters or My highlights panel for personal modification.

   Remove access - User no longer has access to the shared filter or highlight.

   

   Note

   Read only users are not able to have collaborator access to shared filters or highlights. 

6. Click on the Share button.
    

7. Once you've shared the filter or highlight, the filter or highlight will still appear in the My filters or My highlights tab with the Shared badge, indicating that it has been shared. Users with access to the shared filter or highlight can access it in the Shared tab of the Filters or Highlights panels.

   

Accessing shared interactive filters or highlights

Users who create an interactive filter or highlight can access the filters or highlights they've shared from within the My filters and My highlights tabs respectively. If you did not create a filter or highlight, but it has been shared  with you, you can access it in the Shared tab of the Filters or Highlights panels.

Modifying or copying shared interactive filters or highlights

Shared interactive filters and highlights may be modified by users with collaborator access, or by the original creator.

To modify a shared interactive filter or highlight:

1. Hover over the shared filter or highlight, and then click on the edit button. 

   

   Note

   Remember that if you created the shared filter or highlight, the filter or highlight will be accessible in the My filters or My highlights tab of the Filters and Highlights panels respectively. If you are editing a filter or highlight that has been shared with you, click on the Shared tab to access it.

2. Modify the shared filter or highlight as desired, and then click on Save.

   

   Warning

   Modifying shared filters or highlights will update the filter or highlight for everyone with whom it is shared. Optionally, hover over the shared filter or highlight, and then copy it to your 'My filters' or 'My highlights' library to make updates to it on a separate copy. 

3. The shared filter or highlight has been updated. Everyone with access to this shared filter or highlight will see the updated version.

Deleting shared interactive filters or highlights

Only the creators of a shared interactive filter or highlight can delete it. To delete a shared interactive filter or highlight:

1. Hover over the shared interactive filter or highlight in the My filters or My highlights tabs.
   
2. Click on the trashcan. The shared interactive filter or highlight is deleted.