Dashboard filters are used to limit dashboard results by people, datasets, and organizational filters, such as department, division, and location. Filtering the analysis enables users to narrow and pinpoint the data within their scope of user data to spot trends and exceptions.
If admin has not set up default filters, the user will apply filters that first time running dashboards.
In order to change filters, choose the Filter button.
Note
Use Filters on a Dashboard
Note
People: Report Type is used to select the starting relationship such as a Team view or Matrix view. Starting From allows a user to view the team of a specific manager within their scope of user data. Levels allows you to further define the scope of the people in the results.
Datasets: Select the data to report on. The datasets available for selection are active forms for the given dashboards process. For example, the Performance Dashboard datasets display all active Performance Forms.
Filters: Select specific divisions, departments, and locations to narrow the number of results returned in the dashboard.
User Prompted Filters: Depending on the dashboard selected, additional filters may be available. Select the arrow to view and use these filters.
Common Issues When Viewing Dashboards
At times, charts on dashboards may display no data or unexpected results. Review the list of common issues and resolutions for each.
Charts do not display any data:
- A user does not have permission to view data for the selected filter options, such as for a division, department, or location outside of its own. Review the selected filters.
- If no data is present for the form template selected, select another form template.
- If a form end date under User Prompted Filters is selected that contains no data for the time period defined, select a new end date.
Charts display incomplete data, which is as follows:
- Review the filters applied.
- Review the dates selected because the period may be too restrictive.