Filtering Items Dynamically in a Scorecard

You can create dynamic and predefined filters for items and portfolios in the Scorecard module.

To create a dynamic filter:

  1. In the Scorecard module, select  Filter.
  2. In the Filter Criteria dialog box, use the category filter grid to set one or more category filters.

    In each row, select a Category, Operator, and Value for the category filter that you want to apply to your filter results. Use the And/Or column to specify the logical relationships between category filters.

  3. Select Apply.
  4. In the Filter Results area, the items which satisfy the filter criteria will be reflected in the scorecard.

Related Topics

Filtering

Creating Predefined Filters for a Scorecard



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Last Published Thursday, July 9, 2020