Learn how to apply filters to widget data. There are three filter options:
a basic filter (one parameter and operation)
two or more basic filters with an AND / OR operator
Prerequisites
Know how to create a dashboard widget that displays data. For more information, see:
Applying a basic filter
In this example, we start with a number pad widget. It displays the total quantity of diesel fuel purchased by a company. We'll apply a filter to display the volume purchased over the past 30 days.
Cloning a widget
The first step is to clone the widget. Cloning saves time because the user doesn't have to re-enter all the settings.
Click Dashboard on the side menu.
Go to the top of the dashboard and click Edit Layout.
Hover a widget and click the pencil icon. The Edit window displays.
Click Clone.
In the popup, select a dashboard destination and click Clone.
Change the title of the widget.
Change the colour. (optional)
Click Save.
The dashboard displays the original widget and the cloned widget with small changes. Hover the cloned widget, click the pencil to open the edit window, and add a filter.
Adding a filter
Go to the bottom of the Edit window and click the Add Filter button.
In the popup window, click fields to select parameters. The number of fields varies with the parameter type and organization.
Click Done.
Click the Equals link and select an operator on the drop-down. In this example, we select Since X Days.
Go to the blank field and enter a value (e.g. number or text string). Optionally, click the three-dot icon and select (or create) a Global Variable. In this example, we enter 30.
Click Save. Go to the top right corner of the dashboard and click Done Editing.
Nektar updates the filtered value in the new widget.
Verifying the data
To confirm the value represents the proper asset, task, or work order, click the widget. A details window displays. In this example, the page shows the tasks, but we need more details. Click the List icon to change the display format.
The new window shows the volume of fuel purchased for each task over the past 30 days. If we sum the figures, the total matches the number in the dashboard widget.
Adding multiple basic filters
Add one or more basic filters using the AND or OR operator. In this example, we build on the previous widget and show fuel purchases over the past 30 days for one specific fuel storage tank.
Click the Add Filter button and fill in the fields (as described above). The default operator is AND (match all filters). Optionally, select the OR operator. Save the widget.
The dashboard displays the filtered data in the new widget.
Adding a sub group
Optionally, add a subgroup to create another cluster of filters that can be connected with an AND or OR operator.
Adding an advanced filter
Generally, a basic filter hides records that don't match one or more criteria. The Advanced Filter option makes it easy to display records that don't match one or more task criteria.
Here is an example. The screenshot below shows a list of pickup trucks owned by a company and the date of the most recent vehicle inspection. The company requires a weekly safety inspection to ensure roadworthiness. If the list were long, locating all vehicles with out-of-date inspections would take time.
Using an advanced filter simplifies that screening process. In the screenshot below, the table lists vehicles that have not had a vehicle inspection within the past seven days.
To apply an advanced filter:
Open a widget and click the Add Advanced Filter button.
Click the Select Comparison field and select an option. In this example, we select Doesn't Contain Task.
The other drop-down options filter tasks, but you cannot enter a value.
Click the next field and select a task. Then, select an operator and enter a value in the next field. Optionally, add another filter (basic or advanced). Click Save. The widget displays the records that do not match the filter(s).
