How can I create a filter in our AIV dashboard?

Modified on Thu, 3 Oct, 2024 at 2:36 PM

Creating filters in your AIV dashboard allows you to control the data displayed in your widgets dynamically. Follow these steps to create a filter:

  1. Access the Dashboard:

    • Open your AIV dashboard where you want to add the filter.
  2. Enter Edit Mode:

    • Click on the Edit button to enter edit mode for the dashboard.
  3. Add a Filter Widget:

    • Locate the Add Widget option, and select Filter from the widget types available.
  4. Configure the Filter:

    • Once the filter widget is added, click on the settings icon to configure it. Here, you can specify the dataset to which the filter will apply and the specific fields to filter.
  5. Set Filter Criteria:

    • Could you define the criteria for the filter? You can choose the type of filter (e.g., dropdown, checkbox) and set the conditions that users will use to filter data.
  6. Save Your Changes:

    • After configuring the filter, click Save to apply your changes. The filter will now be active in your dashboard.
  7. Test the Filter:

    • Exit edit mode and test the filter to make sure it's as expected.

For more detailed guidance, you can refer to the official documentation: 

Creating Filters in AIV Dashboards.

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