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Filtering on Dashboards

davidmcgough
Rocketeer

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?

2 REPLIES 2

JoeM
Community Manager
Community Manager

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!

Thanks Joe!