Use Filters to Search For Visualizations

To locate visualizations that meet a specific criteria, you can specify the following types of filters:

Components such as charts, KPIs, grids, tables, and so on.
Contexts such as status or time periods.
Data elements, field labels, multi-select fields, and date ranges used in a visualization.
Data types such as Integer, Double, and so on.
Note: For filters, enter date values in dd/mm/yyyy format.

To locate visualizations using filters:

Sign in to Unifier with project/shell user credentials.
Select the specific project/shell tab, and switch to User mode. For example, select a tab called Vision Corporation.
In the left Navigator, select Visualizations.
or

Access the Visualizations log from a business process log as follows:
1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
In the Search bar, enter your initial search criteria.
Note: The system displays five of the most recent search entries relevant to the current visualization content.
To refine your search, specify:
- A field and a value. For example, specify Discipline with a value, Mechanical.
- A date field used in the visualization content.
  For example:
  1. To initially view a list of date fields available in the data source, enter Date in the search bar.
  2. Select a specific date field from the displayed list, such as Last Modified By.
  3. Enter or select a date range using the Calendar picker in the Start and End fields.
- For currency and decimal fields, specify a maximum value, a minimum value, or a range of values.
From the search results, select a visualization. You can perform any of the following actions:
- Continue to search and filter within the selected visualization.
- Cancel the search by selecting More Actions ( ), and then selecting Cancel (X).

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