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dashboards:project_filter_and_timeline

Dashboard Filter and Timeline

APPLIES TO: EPM Pulse 2010/2013, EPM Pulse Online, EPM Pulse Data Mart


Dashboard Filter

Newly created dashboards do not display any project or resource data. To specify data that should be displayed on the dashboard either a project, set of projects, resource or set of resources needs to be specified in the Dashboard Filter. Project(s) or resource(s) selected in the Dashboard Filter in edit mode will be saved along with other dashboard properties. Users can change project selection in view mode, however, this selection will not be preserved.

To change a project selection:

  1. Open a dashboard either in edit or view mode.
  2. Click on the Project Filter or Resource Filter button at the top right of the dashboard page.
  3. Select desired project(s) or resource(s), then click Apply to save selection and reload dashboard data.

option allows to sort the project names A-Z or Z-A in the list.

option will bring the names of the selected projects to the top or to the bottom of the list.

To simplify the search of projects in the list, use the Name search box.


To simplify selection, project list can be filtered by any project filed. This can be done with a View or by providing a custom filter criteria directly in the Dashboard Filter.

To filter list with a View just select it from the View drop down:

To add an additional custom filter:

  1. Click on the Show Filter button.
  2. Type or select field in the Filed Name box.
  3. Select criteria to test on in the Test box.
  4. Type a value to compare field value against in the Value field.
  5. If project list needs to be filtered by multiple criteria, select condition in the And / Or box and create another criteria the same way as above.

Selected View and custom filter criteria will be saved along with the dashboard, as well as the project selection.

:!: Note, that the Select All option of the Dashboard Filter behaves in a special way if a dashboard was saved with this option enabled:

  • If a project or resource that was previously selected using the Select All option does not meet the filter criteria any more or has been removed from the system, then it will be excluded from selection.
  • If a new project or resource that matches the filter criteria was created, then it will be included into selection.

:!: NOTE: If a date field is selected in the Field Name, then it is possible to filter the records by the following values:

- {Today}
- {StartDate}
- {EndDate}
- {Today±day count}

Where the {StartDate} and {EndDate} are the start and end dates of the dashboard timeline:


Timeline

Timeline allows to define a time period for time-phased information displayed on the dashboards (e.g. tasks by day or assignments by day information). To change a time frame just drag the Timeline slider to the required position. Currently Timeline supports the following options:

Slider Position Time Frame Example
Auto For Portfolio and Project dashboards:
Period between Project Start Date and Project Finish Date
In case of multiple projects the earliest Start Date and the latest Finish Date will be applied

For Resource Pool and Resource dashboards:
Period between Start Date of the earliest resource assignment and Finish Date of the latest resource assignment
In case of multiple resources the earliest Start Date and the latest Finish Date will be applied
If 2 projects with the following Start and Finish Dates are selected:
- 23.12.2012 - 17.04.2014
- 25.11.2013 - 21.07.2014
then time period applied will be 23.12.2012 00:00:00 - 21.07.2014 23:59:59
Day Today If today is 24.01.2014, then time period applied will be 24.01.2014 00:00:00 - 24.01.2014 23:59:59
Week Current week If today is 24.01.2014, then time period applied will be 19.01.2014 00:00:00 - 25.01.2014 23:59:59
Month Current month If today is 24.01.2014, then time period applied will be 1.01.2014 00:00:00 - 31.01.2014 23:59:59
Quarter Current quarter If today is 24.01.2014, then time period applied will be 1.01.2014 00:00:00 - 31.03.2014 23:59:59
Year Current year If today is 24.01.2014, then time period applied will be 1.01.2014 00:00:00 - 31.12.2014 23:59:59
Custom Time range between “from” and “to” dates If “from” date is 1.01.2014 and “to” date is 24.01.2014, then time period applied will be 1.01.2014 00:00:00 - 24.01.2014 23:59:59

:!: Please note that “from” and “to” dates are part of the user settings, so when a user opens a dashboard saved with the Custom option, these dates will be overwritten with the ones from the user profile.

dashboards/project_filter_and_timeline.txt · Last modified: 2017/05/17 03:34 by Kateryna Zatsepa