Filter using multiple fields (dashboards)

You can filter by multiple fields, by defining combinations of filters. The dashboard only displays information that has a possible combination of the values set in the filter criteria.

Some examples.

Filter

Result in the Debtors cockpit

Year = 2015

Country = Netherlands

Only the turnover for Dutch debtors in 2015.

Year = 2015

Country = Netherlands, Belgium

Turnover for Dutch OR Belgian debtors in 2015.

Year = 2015, 2016

Country = Netherlands, Belgium

Turnover for Dutch OR Belgian debtors in 2015 OR 2016.

To apply a filter in a dashboard:

  1. Per filter field, set the correct filter values.
  2. Click on: .

    The toolbar shows all active filters.

To cancel a filter:

The filters are shown in the toolbar. You can cancel filters individually or you can cancel all filters at the same time.

The colours in the filter:

If you have selected a value, other possible values are shown in light grey. The dark grey values (Belgian provinces, like Antwerp and Brussels) are not available. The reason for this is that because of another applied filter they cannot result in a value combination that meets the filter criteria.

Directly to

  1. Filter using fixed filter fields (dashboards)
  2. Filter using a fixed filter field
  3. Filter by multiple values in a field
  4. Tips
  5. AND filter