Modifying Filters and Display Options

You can modify the filters, display options, and chart display options for each dashboard component.

Changing Dashboard Component Filters

To change dashboard component filters, do the following:

1. From the top banner of the component, click the Edit Filters and Display Options button.
2. From the Filters tab, click the Expand All button to expand the filter categories. You can select the Collapse All button to collapse the list. The filter list is either expanded or collapsed based on the settings selected by your Administrator.
3. Make the necessary changes and click the Apply button to set these filters for the current run of the component, or click the Save button to save the filter settings for future use.

Changing Display Options

You can personalize the look of your dashboard component by adding or modifying the header, footer, vertical axis title, horizontal axis title, left and right tics. You can also change the general display by changing the chart color, font, font color, size, or the background color.

To edit the general display options associated with a dashboard component, do the following:

1. From the top banner of the dashboard, click the Edit Filter and Display Options button.
2. Click the General Display Options tab.
3. Click the Expand All button to expand the categories. You can select the Collapse All button to collapse the list. The list is either expanded or collapsed based on the settings selected by your Administrator.
4. Select a default font and text size.
5. From the color table, select a color from the drop-down menu and click on the Add button. The colors displayed are the colors used to create your dashboard. Click on the right or left arrow buttons to rearrange the color selection order. Click Remove to remove that color from the color table.
6. Enter a name to display on the Header, Vertical Axis Title, Horizontal Axis Title, and Footer.
7. Choose a font, font size, alignment, font color, and background color. You can also choose to disable the Header, Vertical Axis, Horizontal Axis and Footer by clicking the Disable box.
8. Make the necessary changes and click the Apply button to set these options for the current run of the component, or click the Save button to save the settings for future use.

Changing Chart Display Options

You can change the way data is displayed on a dashboard component chart by selecting the Chart Display Options tab. You can choose to display the data as bar charts (with horizontal stacking, or vertical stacking), or as line charts (with row lines, percent lines or stack lines), or as pie charts.

Note: The allowed chart types may vary from component to component depending on the data and functionality.

To edit the chart display options associated with a dashboard component, do the following:

1. From the top banner of the dashboard, click the Edit Filter and Display Options button.
2. Click the Chart Display Options tab.
3. Click the Expand All button to expand the categories. You can select the Collapse All button to collapse the list. The list is either expanded or collapsed based on the settings selected by your Administrator.
4. Select the type of chart (Bar or Line). Select the type of bar chart (Stack Bars, Group Bars, or Row Bars), Line chart (Row Lines, Stack Lines, or Percent Lines), or Pie chart.
5. The options you see may vary based on the type of chart you chose. Make the necessary changes and click the Apply button to set these options for the current run of the component, or click the Save button to save the chart settings for future use.

See Also

Viewing Dashboards

Selecting Dashboards

Components in the Dashboard

Using In-Line Filters