Filtering on Dashboards
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‎09-12-2024 08:19 AM
Hi Incorta Community,
Just registered for the community today, excited to get started!
I have a question on filtering with Default and Mandatory Dashboard Filters.
In the attached screenshots I provided, it shows that I have filtered down the data by selecting a project number. The only way I can see to go back to the entire data set, aka having the dashboard once again not filtered by project number, is to refresh the screen. If I "uncheck" the project number I selected, it does not give me the option to save the unselected filter and return to the entire data set.
How can users "undo" filters, while avoiding having to refresh the screen?
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‎09-12-2024 08:54 AM
Hi @davidmcgough - Welcome to the community!
With a mandatory filter, something must be selected to 'apply' it to the dashboard. To get everything back without a filter, select the 'select all' option above the list. This will return all your project numbers.
There will be an 'x' on the filter card for non-mandatory filters to remove the filter.
I hope this helps!
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‎09-12-2024 11:14 AM
Thanks Joe!
