A group interactive filter allows users to select multiple interactive filters to
apply to reports on a homepage.
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.
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.
-
Navigate to .
-
Click New.
-
In the Filter based on choice list, select
Group.
-
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. |
- (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.
-
In the Group section, click Insert a new
row.
-
Select an interactive filter to add to this group.
You cannot add a group filter to another group filter.
-
Repeat steps 5 and 6 as needed for each filter you want to group.
-
Click Submit.
After you create the filter, add it to a dashboard or homepage.
