Filter Data with a Prompt

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

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. 
   
   

   Open

   

    

3. Click the Apply button.

Prompt Types

• Single-select

  Open

  

   

• Multi-select

   

• All Columns Values

   

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

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. 
  
  

   

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. 

Related Articles