Dashboard Filtering

Filter the data that displays on the dashboards by selecting the Filter icon to the left of the Actions button. You can select one or more Types to display as well as you can select the Priorities to filter the results to.

• Client Dashboard - Filter by Business Type
• Site Dashboard - Filter by Building Type
• Equipment Dashboard - Filter by Equipment Type
• System Dashboard - Filter by System Type

To filter the displayed data:

1. On the appropriate dashboard, select the Filter icon.
2. Select the Type drop-down.
3. Mark one or more Types to display.
4. Click anywhere in the window behind the Types list to return to the Filter window.
5. Select any of the Priorities to filter the results even further.

6. Select OK.

   To clear a filter selection, click the "x" on the filter name.

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. 

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.

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