Creating Filters

Note:

The Local Filters section is only available on QIQ Filter Properties if Webdash is not available in the Interactive Reporting document. Where Webdash is available, create the local filters using the Build Dashboard frame. See Creating Local Filters.

Under Local Filters you can create local filters for the dashboard.

Note:

Filter names that start with _sys (or with sys for pre-3.2 Release templates) are ignored by the filters feature of Dashboard Studio and are not altered in any way.

*  To create local filters:

  1. In Interactive Reporting Studio, navigate to QIQ Filter Properties.

    To access the configuration frame, use Sections or the Configuration drop-down list found in Dashboard Studio.

  2. From the Local Filters drop-down list, select a table or results that contains the columns to be set as local filters.

    Columns lists all available columns from the selected table or results. Table or results that are saved without results are not displayed in this list until they are processed.

  3. Move selected filters between Columns and Local Filters by clicking Next button and Back button, and click Set Filters.

    The selected columns are set as local filters in the table or results and are available in the Filters step of Dashboard Studio. See Step 6: Configure Filters.

    If a column is displayed in multiple tables or results with an identical name but conflicting data types, unexpected behavior may result in the dashboard. Such columns must be renamed so that each column of each filter contains matching data types.

  4. Repeat steps 2–3, for other table or results that contain columns to be set as local filters.

Computed item columns are not displayed in the Columns list. Creating local filters including computed item columns requires further steps.

*  To create local filters including computed item columns:

  1. In Interactive Reporting Studio, navigate to the table or results that contains the computed item column.

  2. Double-click the computed item column.

    The Filter dialog box is displayed.

  3. Click Select All and click OK.

  4. To refresh Columns in QIQ Filter Properties, preform an action:

    • From the Local Filters drop-down list in QIQ Filter Properties, select the table or results that contains the computed item column, and click Set Filter

    • From Select a Frame in Step 6: Configure Filters of Dashboard Studio, select the frame that contains the table or results with the computed item column, and click Apply Wizard button

    In QIQ Filter Properties, Columns is refreshed and the computed item column is displayed as an available column.