Plug-in installation and Access

Please refer to Getting Started section.

Overview

Filtering

Making a selection/filter

To make selection, click on the values you wish to select.

The selected data will turn green. Values compatible with the selection are white and unrelated values are grey.

To select more than one value, hold the CTRL key while selecting the values.

Each selection also feeds the "Current Selections"

Excluding a value

To exclude one value, first filter on it, then right click on that value in the current selection value and choose "Select Excluded" :

Clearing a selection/filter

Clearing all the selections

To clear all selections, click the “Clear” button from the tool bar.

You can also use the "Clear All" button of the Current Selections Screen

Uncleared Selections

Note that it's possible some selections cannot be cleared : that's for the cases where the dashboard data would make no sense without a selection (Ex : If multiple currencies are available you need to select one)

Clearing a single selection

You can use the eraser button in the Current Selections window :

You can click on the selected value in the list (this will un-select it).

You can click on the Clear Selection icon in the list (Not available on all dashboards)

Clearing the previous selection

You can also use the Back button in the toolbar to revert the last selection done

Search

Global Search

To search on the whole dashboard, you usually have a "Search" text bar :

You can type the searched value and a list of different categories containing the name appears and you

can choose which dimension you want from the list.

Note that * is used in the search to replace any number of characters. Ex : *doc* will return all data with doc in it. *doc will return any data that ends with doc.