Create a choice list interactive filter

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

Before you begin

Role required: hp_publisher_admin and report_admin. The hp_publisher_admin role exists only for managing interactive filters. By default, it contains no other roles and is not contained in any other roles.

You must have Performance Analytics to create new interactive filters.

Note: If the interactive filter has a default value or specifies the last selected value, this value is not applied automatically on non-responsive dashboards. This feature is only available on Responsive dashboards.

Procedure

  1. Navigate to Homepage Admin > Interactive 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 dashboard widget for the filter.
    Look up name Enter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a dashboard. Use this name to help organize your filters. If you do not specify a lookup 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 dashboard widget. See Available interactive filter UI control types.
  5. (Optional) Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table. For more information, see Apply interactive filters to all tables in a hierarchy.
  6. (Optional) Exclude specific elements from appearing on the filter using the Exclusion list.
    Data for excluded choices is included when you select All on the interactive filter.
  7. In the Table choice list, select the table that contains the choice list to filter on.
  8. In the Field choice list, select the choice list field to filter on.
  9. (Optional) Add any choice list elements you want to exclude from the filter to the Exclusion list field.
  10. (Optional) Select a Default value for the filter.
    This default is applied automatically for all users. If a user selects a different value, that value is saved as the user's default and overrides the global default. You can specify more than one default value when using a UI control type that enables multiple selections, such as Select Multiple Input.
  11. Click Submit.

What to do next

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