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Filter a PolyData Dashboards dataset using a dashboard prompt. Nearly  Nearly all dashboards contain prompts that can be used to further filter dashboard data. Dashboard prompts Prompts are designed according to the customer requirements during developmentrequested requirements and specifications given during the development of the dashboard, therefore, the prompt options and defaults may differ between dashboards.  

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  1. Go to PolyData Dashboards.

  2. Generally, prompts are located in the top section of the dashboard page. Each prompt corresponds to a variable that can be filtered. Click on the arrow then check the values you would like to select. Note: This dashboard prompt has default values set. They are automatically applied when the dashboard is opened. 

    Cohort arrow is pressed, to show dropdown. Required values are selected from dropdownImage Added

     

  3. Click the Apply button.

Prompt Types

  • Single-select

    Only one values from the dropdown is selectedImage Added

  • Multi-select

    Multiples values from the drop down are selectedImage Added

  • All Columns Values

    (All Column Values) option is selectedImage Added

  • When nothing is selected, all values will be queried. For example, below all College, Dept, and Major values will be queried.

    Nothing is selectedImage Added

Anchor
search
search
Search

  • From within a filter, click on Search... for more advanced search options. Search for values based on Starts With, Contains, Ends or is Like (pattern match). Click the OK button, then from the prompt click the Apply button. 

  • Uncheck the Match Case box to search values without case sensitivity. 

    Search is highlighted at the bottom of the dropdownImage Added

    Select Values. Under Name dropdown, starts is selected. Ok button is higlightedImage Added

Buttons

  • Dashboards may have multiple sections of prompts. Click the Apply button one section at a time for the best results. 

  • The Reset button reverts selections to their default values or the last applied values. 

  • Some dashboards include many prompts. To access them all, click the Next button. Click the Previous button to return to the first set of options. 

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