Page 159 - Unanet AE: Using Analytic Dashboard Designer
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Part 2: Add a combo box filter
1. Select Filter Elements > Combo Box.
2. Click and drag the Firm_Name field to the Dimension field in the DATA ITEMS
pane.
3. Select the drop-down arrow on the search field in the Combo Box filter. The list
of firm names display.
4. Select Nautical Supply, Inc. The grid displays a filtered list.
5. Select the Clear Master Filter (Funnel with red x) icon.
6. Click and drag the Firm_Code field to the Dimension field in the DATA ITEMS
pane.
7. Select the drop-down arrow on the search field in the Combo Box filter. The list
of firm names and codes display.
8. Select Filter Element Tools > Design.
9. Select the Edit Names button. The Edit Names window opens.
10. Type Combo Box – Firm Name and Code in the Dashboard item name field.
11. Select the OK button.
12. Select the Design tab > Checked button.
13. Select the drop-down arrow on the search field in the Combo Box filter. The list
of firm names and codes display with check boxes.
14. Select the check boxes for the following firms:
• Back Cove Trail Systems
• Casco Bay Sailing Company
• Nautical Supply, Inc
12. Select the OK button. The grid list displays only projects for those three firms.
13. Select the Clear Master Filter (Funnel with red x) icon.
14. Select the Design tab > Enable Search button. A second text search field
displays when the primary field is selected.
15. Type Nautical in the text search field. The drop-down list filters for that firm.
16. Select the Nautical Supply, Inc check box. The grid displays only projects for
that firm.
17. Select the OK button.
18. Select the Clear Master Filter icon.
19. Select the Standard button.
20. Select to deactivate the Allow Empty Filter button. The grid updates to display
the first filter on the list.
21. Select the Allow Empty Filter button.
Part 3: Add a list box filter
1. Select the Home tab.
2. Select Filter Elements > List Box.
3. Click and drag the list box under the combo box.
4. Click and drag the Project_PM_Name field to the Dimension field in the DATA
ITEMS pane.
Lesson 2: Dashboard Design ©2024 Unanet. All rights reserved. 159
