Create a group interactive filter

A group interactive filter allows users to select multiple interactive filters to apply to reports on a homepage.

Before you begin

Role required: hp_publisher_admin and report_admin

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.

Before starting this procedure, create several choice list, reference field, boolean, or date filters to group.

Note: Default values selected for child filters are not applied when using a group filter. Selected values in a group filter are not saved when you reload the dashboard.

Procedure

  1. Navigate to Homepage Admin > Interactive filters.
  2. Click New.
  3. In the Filter based on choice list, select Group.
  4. Set the following fields.
    Table 1. Filter 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 lookup 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 lookup name, the Name value is used instead.
    Description Enter a description of the filter.
  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. In the Group section, click Insert a new row.
  7. Select an interactive filter to add to this group.
    You cannot add a group filter to another group filter.
  8. Repeat steps 5 and 6 as needed for each filter you want to group.
  9. Click Submit.

What to do next

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