Visualize+: Applying Dashboard Filters

Instead of creating duplicate dashboards to show different cuts of the same data, you can add a filter or parameter widgets to let people change what data is displayed (filter) or how it's displayed (parameterize).

Filter and parameter widgets

There are two basic types of widgets you can add: filters or parameters. The type you choose determines how the widget works, including which fields you can connect to the widget.

Filter widgets

Filters determine what data to show:

• Date picker
• Location
• ID
• Number
• Text or category
• Boolean

Parameter widgets

Parameters determine how to show the data. The time grouping parameter changes the granularity of time-based visualizations i.e. showing data by month instead of by day.

• Time grouping

Add a filter or parameter to a dashboard

• While viewing a dashboard, click the pencil icon to enter editing mode
• Click the filter icon in the top right corner and select the filter or parameter you wish to apply
• You can add a filter or parameter widget to:
  • The whole dashboard: you'll need to connect these dashboard-level filters to individual cards. Visualize+ will only display dashboard-level widgets if they're connected to a card on the current tab.
  • Heading cards: can only be connected to cards on the current tab
  • Question cards: can only be connected to cards on the current tab
• Within the filter editing view, you can connect the filter to one or more of the question cards by selecting the column to filter on. Once you select a column for one card, you'll have the option to click Auto-connect to filter all cards on the same column.
• In the right side panel, you can set the following:
  • Label
  • Filter or parameter type
  • Filter operator
  • Default value
  • Toggle to require a value
• Click Done to save your changes > Save your dashboard

Once you've saved your filter and/or parameters, you can click and apply them within your dashboard view.

Using multi-select on a filter

When you need to view data for a few specific items at once, like two specific locations or a handful of different appointment statuses, you can use the multi-select feature.

• Checkboxes: Inside the filter dropdown, simply check the boxes next to all the options you want to include.
• Select All: If you want to include every option, look for the "Select all" choice at the top of the list. Selecting "Select all" will automatically clear individual selections and show you the complete picture.
• The filter button will update to show you how many items you have selected (e.g., "2 selections").

Clearing and resetting filters

If you've drilled down into your data and want to start over, clearing your filters is quick and easy.

• One-Click Clear: When a filter is actively modifying your view, an "X" icon will appear on the filter button itself. Click this "X" to instantly clear your selections and reset the filter to its default state.
• Manual Reset: Alternatively, you can click the filter to open its menu and select the default option (like "All Providers" or your standard date range) to reset your view.

Understanding filter connections

When you apply a filter on your dashboard, you might notice that not all charts or reports change. This is because filters are designed to only update the specific reports they are connected to.

Why some charts don't update

• Targeted filtering: Filters (such as those for appointment types or statuses) only adjust the data for the specific charts they are linked to.
• Tab-specific filters: If your dashboard has different tabs (for example, "By Appointment Type" or "By Status"), the filters you apply will only affect the charts within that active view.
• Unchanged data: If a chart doesn't refresh after you apply a filter, it simply means that chart is not connected to the filter you adjusted.

This targeted approach helps you focus on your specific data goals without accidentally altering other important reports on your dashboard.