You can configure a breakdown on a
dashboard to act as an interactive filter for reports on the dashboard.
There must be a dashboard configured with one or more reports and breakdowns, and
an interactive filter based on the same table as the breakdown source.
Role
required: pa_power_user, pa_admin, or admin
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Navigate to .
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Select the dashboard with the breakdown you want to make act as an interactive
filter.
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Click the context menu icon
and select Dashboard Properties.
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In the Breakdown sources related list, click the
reference icon (
) next to the breakdown source you want to make into an interactive
filter and select Open Record.
Note: You cannot use a breakdown source that is based on a bucket group as an
interactive filter.
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In the Act as filter field, select the interactive
filter you want this breakdown source to act as.
The breakdown source
Facts table must match the table
that the interactive filter is based on.
For example, for the breakdown
source HR.Groups.Active, use a reference field interactive filter for the
Groups [sys_user_group] table. Breakdown elements from the HR.Groups.Active
breakdown source are not valid selections for interactive filters on other
tables, such as interactive filters based on a choice or date
field.
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Click Update.
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On the dashboard's record, click View Dashboard.
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Click the + icon to put the dashboard in edit mode.
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Click the cog icon
to open the Edit Widget window.
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Select Follow interactive filter.
Select Show when following filter to show a filter icon
next to the widget title when the widget is following an interactive filter.
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Click Done.
The selected breakdown acts as an interactive filter on the
dashboard's reports.
