Manage filters

Last update: 2024-10-01
  • Topics:
  • Filters
    View more on this topic
  • Created for:
  • User

You can share, filter, tag, approve, rename, copy, delete, export filters and mark filters as favorite from a central Filters management interface. To manage filters:

  • Select Components in the main interface, then select Filters.
NOTE

The quick filters that you create within a specific Workspace project do not appear in the Filters manager, unless you have made the filter available to all your projects.

Filters manager

The Filters manager has the following interface elements:

Filters interface

Filters list

The filters list ➊ displays all the filters that you own, the filters that have been scoped to all your projects, and the filters that have been shared with you. The list has the following columns:

Column Description
StarOutline Select to favor Star or un-favor StarOutline a filter. See Mark filter as favorite
Title and description To edit the filter, select the title link, which opens the Filters builder. A shared filter is indicated with Share.
Data view The data views that this filter applies to.
Owner The owner of the filter. As a user, you only see the filters that you own or the annotations that are shared with you.
Tags The tags for this filter.
Shared with How many individuals or groups that you shared the filter with. Select to open the Share Component dialog. See Share filters for more information.
Date modified The date and time that the filter was last modified.
Used in Show where filters are currently being used, and how many times they are being used in each area.

For example, if the filter is being used in 40 projects and 2 alerts, then the value of this column shows as 42 components.

Select the value in this column to see the breakdown of where the filters are being used (for example, Projects (40), Mobile Scorecards (2)). Furthermore, you can view the list of items where the filters are being used. For example, so see the list of projects where they are being used, select the Projects (40) link.

Each of the following areas shows the number of instances of filters being used in that area:

  • Projects

    Contains filters that were created in the filter builder and are available for all projects.

  • Ad hoc components

    Contains filters that were created as quick filters and are available only within a single project.

  • Scheduled projects
  • Mobile Scorecards
  • Annotations
  • Calculated metrics
  • Report Builder

    Selecting this option downloads a CSV file with the following columns of data:

    • Report Builder Name
    • Last accessed
    • Last accessed IMS User ID
    • Last accessed user name

This information helps you to determine whether a component is valuable to users in your organization, where the component is used, and if the component needs to be deleted or modified.

Consider the following when viewing this column:

  • This information is available only to system administrators.
  • The Used in column does not display by default. Use ColumnSetting to configure the display of this column.
  • This information does not include usage from the API or Data Warehouse.
  • If there is no data in this column for a given component but the component has a Last used date, the component might have been used in an analysis without being saved.
  • Usage information is available starting in September 2023.

You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.
Last Used When the filter was last used.

Use ColumnSetting to specify which columns you want to display.

Action bar

You can action on filters using the action bar ➋. The action bar contains the following actions:

Action Description
AddCircle Add Add another filter, using the Filter builder.
Search Search by title When no filter is selected in the list, search for filters using this search field.
Label Tag Tag the selected filters. In the Tag Filter dialog, select or de-select the tags for the selected filters. Select Save to save the tags for the selected filters. See Tag filters for more information.
Share Share Share the selected filters. In the Share Filter dialog, you can Search Search individuals or groups or you can select Organization or Groups. Select Save to save share details for the selected filters. See Share filters for more information.
Delete Delete Delete the selected filters. You are prompted for a confirmation.
Edit Rename Rename a single selected filter. When selected, you can rename the filter inline.
CheckmarkCircle Approve Approve the selected filters. See Approve filters for more information.
Copy Copy Copy the selected filter. New filters are created with the same name and suffix (Copy).
FileCSV Export to CSV Export the filters to a Filters List.csv file.

Active filter bar

The filter bar ➌ shows the active filters applied from the filter panel to the list of filters (if any). You can quickly remove a filter using CrossSize75. If more than one filter is specified, you can remove all filters using Remove all.

Filter panel

You can filter the list of filters using the Filter Filter left panel ➍. The filter panel displays the type of filter and the number of filters that honor the specific filter. Select Filter to toggle the display of the filter panel.

See Filter the list of filters for more information.

On this page