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.

Visualizations with multiple tabs can be set up with independent filters for each tab.

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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