Filter Aliases Properties Frame

In releases earlier than Release 9.3.1, all local filters with an identical display name are logically treated as if they are one filter with a set of combined values. However, there are cases where filters with different names should be treated as one, and filters with the same display name should be treated separately.

The Filter Aliases feature is backward compatible with existing dashboards. When a document is updated, all filters are converted to the alias format. By default the alias is the display name of the filter. Use the properties frame to change the default if is it is not the required name. By using the properties frame, you can create, delete, and rename aliases, and combine columns from different sections with different names, and separate columns with the same name.

Note:

Clicking Default reverts your settings to the filter default rule in the collection.

Local filters are treated as one filter:

Local filters are treated as different filters:

*  To use the Filter Aliases properties frame:

  1. In Interactive Reporting Studio, navigate to Filter Aliases.

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

  2. In Filter Alias Name, enter an alias.

    Alias names are displayed.

  3. To add the filter alias name to the Alias Name list, click Copy button.

  4. Select an Alias Name.

  5. Optional: To rename the selected alias, click Rename button.

  6. Optional: To delete and return the selected alias to Unsettable Filters, click Delete button.

  7. Optional: Reorder Alias Name entries by selecting an alias and clicking Up Arrow button or Down Arrow button.

  8. Move selected filters between Unsettable Filters and Aliased Filters by clicking Next button and Back button.

  9. Perform an action:

    • To revert your settings to the filter default rule, click Default

    • To discard selected filter aliases and reload the original settings, click Restore

    • To remove all entries, click Clear All

    • To remove selected filters, click Clear

    • To load selected filter aliases, click Apply

Note:

Filter Aliases are recognized in the Dashboard Studio Optimize Utility when a section is renamed.