Create a choice list interactive filter

A choice list interactive filter allows users to filter report widgets based on the value of a choice list.

Before you begin

You must have Performance Analytics premium to create new interactive filters.

Role required: hp_publisher_admin and report_admin

Procedure

  1. Navigate to Homepage Admin > Filters
  2. Click New.
  3. In the Filter based on choice list, select Choice list.
  4. Set the following fields.
    Name Description
    Name Enter a name for the filter. This name appears on the homepage widget for the filter.
    Look up name Enter a look up name for the filter. This name appears in the Add content menu when adding a filter to a homepage or dashboard. Use this name to help organize your filters. If you do not specify a look up name, the Name value is used instead.
    Description Enter a description of the filter.
    UI control type Select how the available filtering options for this filter appear on the homepage widget.
  5. In the Table choice list, select the table that contains the choice list to filter on.
  6. In the Field choice list, select the choice list field to filter on.
  7. Click Submit.

What to do next

After you create the filter, add it to a homepage or dashboard.