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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. Prompts are designed according to requested requirements requested requirements and specifications given during the development of the dashboard, therefore, 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

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1. dashboard page. Each prompt corresponds to a variable that can be filtered. Click on the arrow then check

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1. the values you would like to select. Note: This dashboard prompt has default values set. They are automatically applied when the dashboard is opened. 
   

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1.  

2. Click

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1. the Apply

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1.  button.

Prompt Types

• Single-select

  prompts allow you to select only one value per prompt. 

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• Multi-select

  prompts allow you to select multiple values per prompt. 
• The option to select All Columns Values is available on some prompts, which allows you to select all values available for that attribute. 
• When a dashboard prompt is left blank, all values for that attribute will be returned

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• All Columns Values

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

  available in the dataset

  will be queried

  and returned. 

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search search

Search

• The

  From within a filter, click on Search... 

  option in the drop-down provides you with

  for more advanced search options

  to search and select attribute values

  .

  Click on

  Search

  ... to open the "Select Values" dialog box. Within the dialog box, you may search

  for values based on Starts With, Contains, Ends

  " or

   or is Like (pattern match)

  characters

  . Click

  OK to confirm your value selections then Apply the dashboard prompt

  the OK button, then from the prompt click the Apply button. 

• The

  Uncheck the Match Case

   checkbox in the Search... dialog box should be unchecked. This allows you to

   box to search values without case sensitivity. 
  

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Buttons

• Dashboards may have multiple sections of prompts.

  Be sure to hit

  Click the Apply button one section at a time for

  best results. For example, the selections in the Faculty Detail Prompt should be applied before the selections in the Job Function prompt. In some cases, prompt values may be filtered as other prompts are selected. For example, if the "College of Science & Mathematics" is selected for the college prompt (Acad Org Level3 Ldescr), only relevant department values within the College of Science & Mathematics would appear in the department prompt (Acad Org Level4 Ldescr). 

Reset, Next, and Previous

• Each dashboard prompt has a Reset button which can revert the prompt

  the best results. 

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

• Some dashboards include many

  prompt options. In order to

  prompts. To access them all,

  you must

  click the Next button.

  Once you have clicked Next, click

  Click the Previous button to return to the first set of

  prompt

  options. 

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