Resources

What are Filter and Variable Controls?

Dashboards are often made of multiple Chart and Table cards, looking at survey data cross-broken by different variables. Filter and Variable controls allow a user to control the applied Filters and selected Variables of multiple Chart and Table cards at once.

 Filter Controls can be of several types:

• Select Box (Drop Down)
• Checkbox List (Select many Answer Categories at once)
• Radio List (Select only one Answer Category, but display as a list)
• Slider (Best used for “Wave” or time-based variables, but will work with any).

 Variable Controls can be either:

• Variable Select Box (Drop Down)
• Variable Image List. To access the image upload section, first save this Control Type.

Restrictions on  Filter Controls

Filter Controls can only be added to a Dashboard when the Project contains at least one Variable marked as a Filter. For Project Management click here.

 Control Configuration

To open the settings dialogue for a control, click the  Settings button on the Control you wish to edit, at the top right of the Control Card.

Control configuration allows you to:

• Edit the  Control Name.
•  Show / Hide the Control Name on the Dashboard.
• Choose the  Text Alignment for the Control on the Dashboard.
• Choose a  Font Colour for the Control on the Dashboard. The colour can be configured to match your or your clients branding.
• Choose a  Background Colour for the Control on the Dashboard. The colour can be configured to match your or your clients branding. Hint: Enter “rgba(0,0,0,0)” as the background colour if you want a transparent background!
• Choose a horizontal or vertical  Control Orientation for the Control on the Dashboard.
• Choose a  Control Type (listed above).
• Filter Controls Only – Select the  Filter Variable
• Variable Controls Only
  • Select the  Control Group
  • Upload Images for use when the Control Type is Image List. Images must be no larger than 200 X 200 pixels.

Saving the Control configuration

To apply the chosen Control settings, click the  Save button at the top right of the Control Settings window.

Removing Controls from a Dashboard

To remove a Control from a Dashboard:

• Click the  Settings button on the Control you wish to remove.
• Browse to the  Options tab
• Click the  Remove Control button.