A guide to Applying Filters in Target Dashboard

Last Updated: Monday, February 11, 2013 by Eleanor Alner

Imagine you have some sales data. Each row of sales data contains details of the salesman’s total sale values for that Month.

Let’s do a very quick and simple chart of “Sales Value” In Target Dashboard.

Here is a chart a built with some of the default Target Dashboard settings.  You will notice that Target Dashboard has cleverly “totalled” all the sales people’s figures together.  It does this by default unless you tell it otherwise.  Thus this chart shows “Sales Value” for ALL sales people combined.

Showing Just John’s Sales

Now let’s says we want to now produce a chart to show just “John’s” Sales.  This is the exact same chart, but this time we are going to apply a filter “Salesman=John”.

One quick trick here is to copy our existing chart.  To do this click the “More” button and select “Duplicate Chart” and you should have an identical copy of your original chart.

Now edit the newly copied chart.  Currently the chart shows the total sales for all sales people and we want to change this to show just “John’s”.

In the chart designer, select the Data Filter and in the popup window choose “salesman “ and “=John”

We have now added a filter to our chart to show only John’s sales.

If you have data that contains one or more “category” columns, such as salesman’s name, then filters can be incredibly powerful.

Whilst we have looked at filters in charts here, you can add filters to:

· Charts

· Gauges

· Scorecard rows

· Table Summaries

If you need any help of assistance please feel free to contact us at support.