The Filter Report widget can be used to count the occurrences of an attribute's values in the selected repository. Optionally, the set of records used can be restricted by the use of a Saved Set or Saved Search.
The Filter Report widget can be configured to display the selected attribute value counts in a list or in one of a variety of graphs. If the results are displayed in a graph, hovering over an attribute value's display area will cause a small pop-up to display the attribute value and a count of the number of records that contain that attribute value.
If the Legend is displayed, selecting an attribute value on the Legend will cause that attribute value to be removed from the graph temporarily. The attribute value will return to the display if it is clicked again or when the widget is refreshed.
The Filter Report widget does not display linked attributes.
Configuring Filter Report Widget
To configure a Filter Report widget:
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Configure a new blank widget. For more information about adding and configuring new widgets, see Add a Widget.
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Select the Settings icon
in the upper right of the new widget's activity bar. Note that a widget's activity
bar will not be displayed unless the cursor is hovering over the top of the widget.
A Configuration window will appear. - Select Filter Report from the Type dropdown menu on the far right of the Widget Configuration window. The Filter Report widget configuration options will appear.
- Edit the Filter Report widget configuration options as
desired.
Title: The title of the widget. It is helpful if the title of a widget reflects the source of the data as well as the widget's type, for example "Product Brand Filter Report".
Repository: The repository the records should be drawn from.
Saved Set: (Optional) A Saved Set of records from the selected repository.
Saved Search: (Optional) A Saved Search to use to filter the records from the selected repository.
Attribute to Report: The name of the attribute to use in the count.
Max Values to Report: This value is used when filtering on a field with limited values, such as a status field or when returning a list of records to modify based on the filter criteria.
Warning: Creating a report widget that returns an excessive number of records can affect system performance. If that happens, set the Max Values to Report field to a smaller number. This will run a query to show a smaller number of records, then the report widget will continue to retrieve the next batch of records as the user scrolls down.
Graph Type: Select the type of graph to display:
Pie: Displays a circular pie graph. Each wedge represents an attribute value. The filter legend lists the color used for each value. Clicking on a filter in the legend removes/adds the value from the pie. Hovering the mouse over a wedge displays the attribute value and the record count. Double-clicking on a wedge opens the repository and displays the corresponding records.
Vertical Bar: displays a vertical bar graph. Each discrete attribute value is displayed as a colored column. The height of the bar represents the record count. Hovering the mouse over a bar shows its value and record count.
Horizontal Bar: displays a horizontal bar graph. Each discrete attribute value is represented by a colored horizontal bar whose length represents the number of records. Hovering the mouse over a bar shows the value and number of records. Double-clicking on a bar opens the repository and displays the corresponding records.
Polar Area: Displays a polar graph. Each colored wedge represents a different attribute value. The radius (height) of the wedge indicates the number of records that contain that value. The Filter legend indicates the colors used to represent each attribute value. Clicking on a Filter legend item removes its wedge from the graph, crosses-out the value from the legend, and causes the graph to rescale to better show the distribution of attribute values. Clicking on a crossed-out Filter legend item returns the attribute value to the graph, uncrosses-out the value from the legend. and causes the graph to rescale. Hovering the mouse over a wedge displays the attribute value and the number of records that contain it. Double-clicking on a wedge opens the repository and shows the corresponding records.
List: For the selected attribute, displays a list of discrete values and the number of records containing that value. Double-clicking on an entry opens a Repository View displaying the corresponding records.
Folder: Displays the different attribute values as folders. The number of records containing a particular attribute value is noted on the folder in parentheses. Double-clicking on a folder or attribute value opens a Repository View displaying the corresponding records.
Show Filters: (This will appear depending on the Graph Type selected.) If checked, this will display a color-coded legend of attribute values found in the selected records. Depending on the graph type, clicking a color or value will enable/disable that value from the display.
Graph Legend Position: (If Show Filters is checked.) Select where the graph's filter legend will appear.
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Click Apply to save the changes to the widget and close the Configuration window.
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If you want your Dashboard configuration to remain after you switch tabs or log out, click the Save Layout button on the Dashboard's activity bar, otherwise your Dashboard will revert to its last saved configuration.