Audience: Administrators and Read/Write users
Overview
Interactive Filtering allows users to remove and include records on-demand while navigating their charts in Chart mode. Build and combine filters to locate employee records matching specific criteria in real-time.
Interactive filters are user-specific and persist between sessions.
Accessing Interactive Filters
1. Click on the Filter icon at the right corner of the page.
2. The Filters panel is displayed. By default My filters section is displayed . User can create the interactive filters here. Click on the Create filter button to create a new interactive filter.
Building Interactive Filters
1. Field - Select the field to be filtered out from the field dropdown. The selected field will be shown in the chart.
2. Comparison - Select the comparison mode
3. Value - Select the value to be filtered out. The selected valued associated with the selected field will be shown in the chart.
4. Click on the Save icon to save the filter.
Additional options
Hover over a filter, and then click on the + button to AND/OR criteria to your filter. | |
Hover over a filter, and then click on the trashcan icon to delete the filter. | |
Click to choose the filter behavior. Select mute to show a muted overlay for records that do not match the filter criteria. Select remove to remove records that do not match the filter criteria. |
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