Organization dashboard filters

Filter by Organizations

As the Organization Dashboard shows data in the widgets of the entire organization tree, you can filter the dashboard by the organization units for your individual view in the DataPortal. This can be done for every dashboard configuration.

To filter the dashboards, proceed as follows:

1. In the Dashboard menu, open to the Organizations drop-down.

   

   Figure 1: Organization associated Dashboard - Organizations Filter

2. Select the organizations that you want to view their data in the dashboard (widgets). When selecting an organization (parent), all its children organizations are selected, too, and will be greyed out. This means that all widgets will fetch information for the selected organization together with its children.

3. As a result, the dashboard shows data only from the selected organizations. An icon will be displayed in the widgets that show the filtered data.

Figure 2: Organization associated Dashboard - Filtered Data

Note

The filter criteria are preserved when switching between dashboards during a session in the DataPortal.

Filter by View

You can filter the organization dashboard by an organization type for your individual view. That means, selecting this filter changes your view of the organization dashboard to the one of either an OEM, Dealer or Machine Owner.

Figure 3: "View as" filter

To define organization types for each organization dashboard, go to Visibility level/Binding in the Dashboard Page Layout

Filter by Page Layout

It is also possible to create and save multiple organization dashboards/layouts that display different widgets and/or time range.

In this case, the desired organization dashboard must be selected from the drop-down menu:

Figure 4: "Page Layouts" filter

To define different layouts of organization dashboards, go to Duplicate/Create Layout in the Dashboard Page Layout