Overview
Attributes that have a many-to-many relationship with the attribute of a dashboard filter require a report-level filter to ensure that the dashboard filter works properly. The report-level filter helps Insights understand how to handle the many-to-many relationship of the attributes.
For example, a project can contain many groups and a group can contain many projects. To allow a report containing projects to be filtered by group, a report-level filter is required.
This article provides a list of commonly used filters of this type and more.
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Report-Level Filter |
Description |
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Project: Name where Filter: Projects by Project Group is greater than 0 |
Allows the report to be filtered by project Groups via a dashboard filter. |
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Project: Name where Filter: Projects by Organization is greater than 0 |
Allows the report to be filtered by project Organizations via a dashboard filter. |
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User: Name where Filter: Users by Organization is greater than 0 |
Allows the report to be filtered by user Organizations via a dashboard filter. |
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User: Name where Filter: Users by User Skill Name is greater than 0 |
Allows the report to be filtered by user skill via a dashboard filter. |
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Task: Name where Filter: Tasks by Tag is greater than 0 |
Allows the report to be filtered by task tags via a dashboard filter. |
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User: Name where Utilization Target %: Current is greater than 0 |
Filters out users that have a billable utilization target set to 0. Often used in utilization reporting. |
Legend
Attribute
Metric
How to Add a Numeric Range Filter
- Edit the Insights report.
- Select the Filter button.
- Select Numeric Range Filter.
- Under What do you want to filter? select the attribute, then click Select.
- Under Select metric and range, select the metric, then click Select.
- In the drop-down menu, select is greater than. Keep the value as 0.
- Click Apply.
- Click Save to save changes to the report.
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