Setting Component Filters and Display Options

You can set filters, general display options, and chart display options for the new dashboards you create. From the Filter tab, you can set filters for your component. From the General Display Options tab you can customize a component chart by adding header, footer, vertical axis, horizontal axis, left tics and right tics. You can also control the font, color, size, and background color used in your charts. From the Chart Display Options tab, you can choose the type of chart (Bar or Line or Pie). You can also use the various options to customize how the bar or line charts are displayed.

You can selectively narrow the component filters and display options to enable only a subset of these settings to be editable, visible or editable/visible from the inline filter box by dashboard users. Check the Visible box if you want this filter or setting to be visible when the user clicks on the Edit Filters and Display Options icon on the component. Check the Editable box if you want to allow users to set a different value for this filter, or display option. Check the In-line box if this filter will be available as an in-line filter option when the user clicks on the In-line filter icon.

To set the properties of the component filters, do the following:

  1. From the Details pane on the Manage Dashboards page, click the Filters tab.
  2. Click the Edit button to edit the component filters.
  3. Edit the various filter parameters. Check the Visible checkbox if you want the dashboard user to view this parameter on the filter page. Check the Editable box if you want to allow the dashboard user to edit the parameter on the Edit Filters and Display Options page. As a dashboard composer you can uncheck the Editable checkbox if you want certain filter parameters to remain unchanged. Check the Inline box if you want the parameter to appear on the Inline Filter box for this component. For more information on Inline Filters, see topic Using Inline Filters.
  4. From the Details pane click the General Display Options tab.
  5. Click the Edit button to edit the general display options. Check the Visible checkbox if you want the dashboard user to view this parameter on Edit Filters and Display Options page. Check the Editable box if you want to allow the dashboard user to edit this parameter.
  6. From the Details pane click the Chart Display Options tab.
  7. Click the Edit button to edit the chart display options. Check the Visible checkbox if you want the dashboard user to view this parameter on Edit Filters and Display Options page. Check the Editable box if you want to allow the dashboard user to edit this parameter.
  8. Click the Save button when you are finished making edits to the component filters and display settings.

Related Topics

Managing Dashboards

Copying, Pasting, or Deleting Dashboards

Creating Your Own Dashboards

Sharing Your Dashboards



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Last Published Wednesday, November 30, 2016