When tiles have been added to an Advanced Analytics dashboard, there are a variety of filter and customization options available.
NOTE: Your firm must have Advanced Analytics provisioned and the Advanced Analytics Special Permission enabled.
Filtering
Along the top of the tile, you'll see filters with dropdowns. Use the checkboxes to select single or multiple options in which to filter. To select multiple, hold the Ctrl key on your keyboard. Some filters may be set to "All" by default.
Filters can be cleared and restored to the default using the eraser icon, displayed when hovering.
Click the funnel icon, displayed upon hover, to see your selected filters per visualization.
Focus Mode
Each of the filters and visualizations, upon hover, has a Focus Mode button that when clicked, shows a full screen of that filter or visualization. This allows you to get the full scope of each component in the pre-configured visualizations. Click the Back to report button to return to the original view.
More Options
A meatball menu is available upon hover for each of the visualizations and filters with different options.
Filter Options
Search – Enables the Search field in the filter dropdown.
Export data – Option to export the selected, applied filter. Download an Excel file of the filtered data, e.g., list of selected Case Types.
Show as a table – Displays a full screen of the selected filter in a table.
Spotlight – Blurs the remaining filters and visualizations so that only the selected filter is clearly visible. Click anywhere off the filter to return to normal view.
Get insights – Not applicable in Neos.
Sort axis – Sort the list of filter options for the selected tile in descending or ascending order.
Visualization Options
Export data – Option to export the selected visualization. Download an Excel file data. Export option varies based on the type of visualization. Refer to Export Advanced Analytics Data for more information.
Show as a table – Displays a full screen of the selected chart visualization in a table.
Spotlight – Blurs the remaining filters and visualizations so that only the selected visualization is clearly visible. Click anywhere off the visualization to return to normal view.
Get insights – Not applicable in Neos.
Sort ascending/descending – Sort in ascending or descending order. Only available for lists.
Sort axis – Sort title by axis. Only available for graphs.
Sort by – Sort the list visualization by available columns. Only available for lists.
Target Data
Data from tables and chart visualizations can be selected and thereby highlighted in other tables and charts. For example, by selecting a single Staff in the Staff Checklist Rating table, my other visualization change based on that selection. Select the same targeted data to return to the original view.
