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Administrators have access to view or manage dashboard background jobs that have been completed or are currently running in the background. You can see the status of any job that is currently running (In Process) or completed (Complete) in the background. If the job is completed you will see the date and time of the successful completion.

To access the Background Jobs window:

  1. From the Dashboard, select the Background Jobs icon at the top right of the page.
  2. You can delete jobs by one of the following methods:
    • Select the ellipsis to the right of an individual job and then select Delete
    • Select one or more jobs by marking the check box(es) to the left of the job, select Actions, and then select Delete.
  3. Select Confirm.

Column Filtering in Workbook Mode

To temporarily filter data displayed in the grid view from the dashboard, you can use Workbook Mode to display a filter row across the top of the data grid. You can use the lookup for 1 or more columns to select data to filter by. While the Workbook Mode is temporary, if you navigate to another tab or display a different view in the same dashboard for specific information, grid in Workbook Mode is still available. However, if you navigate to a different entity (equipment, system, company, etc.), the Workbook Mode is cleared.

To filter data using Workbook Mode:

  1. Select the Workbook Mode button located above the dashboard.

  2. The data columns that display are related to the dashboard. If you haven't selected any sensors yet, you can do this now. (Sensors can be selected before or after selecting Workbook Mode.)

  3. Under each column header, enter or select the filter data and then select the Filter icon to select the filter type. 
    Different data types may have additional field inputs. For example, numeric data types will have an increase/decrease dial, Boolean data types will have a drop-down selection, etc.

  4. You can clear any filter by selecting the Clear Filter icon for the appropriate column. This clears the filter data and type.

  5. The filtered sensor information displays dynamically as the filters are added/removed. If no records match the filters, the message "No records available" displays. 

Using Workbook Mode you can also rearrange column headers if you prefer data to display in a different order of columns by dragging and dropping the column headers.

Filter Types

The filter types that are available are related to the data type to be filtered. Depending on the dashboard and filter selected you can filter data based on a filter type using the following criteria. For example, if you select a filter for company status that is equal to active, only companies with a status of active display.

Date

Temperature

Text

Boolean

  • Is equal to

  • Is not equal to

  • Is after or equal to

  • Is after

  • Is before

  • Is before or equal to

  • Is null

  • Is not null

  • Is equal to

  • Is not equal to

  • Is greater than or equal to

  • Is greater than

  • Is less than or equal to

  • Is less than

  • Is null

  • Is not null

  • Contains

  • Does not contain

  • Is equal to

  • Is not equal to

  • Starts with

  • Ends with

  • Is null

  • Is not null

  • Is empty

  • Is not empty

  • (All)

  • Is true

  • Is false

Complex Filtering

When using Workbook Mode, some dashboards have complex filtering enabled. You can create complex filters of your grid data using and/or statements to filter your displayed data for analytics. Complex filtering is accessed by selecting the filter icon below the data table.

  1. Select the Complex Filtering icon below the data table.

  2. In the Filter Builder, select the Add Expression button to add your first row.

  3. Select the data type from the dropdown. This list is populated by the columns in the data table.

  4. Select the filter expression:

    • Is equal to

    • Is not equal to

    • Is greater than or equal to

    • Is greater than

    • Is less than or equal to

    • Is less than

    • Is null

    • Is not null

  5. Enter the value.

  6. You can continue to add separate rows or you can use the Group button to create And/Or rows using the buttons.

  7. Select Apply to save the filter

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