Most widgets are filterable. This means you can filter the data displayed in a widget according to choices made using the date picker or select box widgets. You can also set custom values that you want to use as a filter for other widgets.
Applying a filter to a widget
You can create, edit and view filters by accessing them in the sidebar of the widget you’re filtering. If your widget is one that can have multiple series (such as a time series chart widget or categorical chart widget), look at each series in the sidebar to find the filters for that particular data.
When you’re using the periodization diagram widget, you can set filters for tracks that display event form data (not for custom tracks). Each event track has its own data source so the filters are set on a track-by-track basis. However, the filter you set for each track will be applied to all fields that are used as lanes within the track.
If you are using the aggregation table widget, it is possible to filter the data sources used to create categories (contained in the first column) and each column separately.
You are also able to copy the filters from one widget to another. In the filters window, select the Copy filters tab and search for the widget you're copying the filters from. Tick the relevant filters to be copied and confirm your selection. The copied filters can be edited by returning to the Add/remove filters tab.
Customizing widget filters
For each filter applied to a widget, you need to select a Filtered field, Condition and Filtering widget/value. When filtering based on another widget (date picker or select box) in the dashboard, you can choose to Ignore if filtering widget has no value selected.
In the example above, the Availability tile displays the most recent availability status for the athlete selected with the Athlete select box, within the date range set by the Start Date and End Date date pickers. Filters have been applied to the Availability tile widget so that the tile value changes based on the Athlete select box and the Start Date and End Date date pickers. The screenshot below shows how those filters have been set up to achieve this.
Notice that we have not ticked the Ignore if filtering widget has no value selected option as we do not want to display a value in the Availability tile until the Athlete select box is populated. If we had ticked it, a value would be displayed in the Availability tile, but we would not be able to see who the value relates to just by looking at the dashboard.
The Filtered field comes from the data source used in the widget you're editing. Note that the filtered field can be different to the data being displayed in the widget.
The Condition determines how the Filtered field relates to the Filtering widget/value. Different options apply depending on what data type your filtered field is. The data types appear as a sub-menu in the drop-down box.
- Date: if your filtered field’s data type is a date, then you should choose a condition under the date menu. The date options relate to whether the filtered field is before, after or on the same date as the filtering widget/value, or if the field is or isn’t empty.
- Number: if your filtered field's data type is a number, you should choose a condition under the number menu. The number options relate to whether the filtered field is less than, greater than or equal to the value of your filtering widget/value, or if the field is or isn’t empty.
- String: if your filtered field’s data type is a string (i.e. contains text), you should choose a condition under the string menu. The string options relate to whether the filtered field contains, does not contain or is/isn’t equal to the string in the filtering widget/value, or if the field is or isn’t empty.
The Filtering widget/value can be either another widget in the dashboard or a custom value.
- Another widget in the dashboard: any selection you make using a filtering widget (date picker or select box) will affect the data you see in your widget.
- Custom values: if you want to use specific values to filter this widget, you can input them manually using this option. If you do this, ensure that you press Enter ↵ to lock in each custom value.
If the Condition is set to is empty or is not empty, then the Filtering widget/value field will disappear as it does not need to be set.
If the data source contains a table and the Filtering field is not in the table, the filtered widget may only show data from the first table row in the form. This is due to the way that Smartabase stores data in the backend: each row of data from the table is saved on a separate line. For example, a game statistics form consists of a table to store data for each period of the game and some calculations to summarize the data.
In a report for the event form, there are two rows for each record since each has two table rows. In some instances, values for fields outside the table are repeated on every row but this is not always the case, as seen with the Total All Runs field in the example below.
If you were to filter a Table widget to only show data where Total All Runs is greater than 40, only the first row of data for each record is included since this is the row that the value is associated with.
If you need to show multiple table rows in a widget, we recommend setting the Filtering widget/value to a field that sits within the table, or running a report to check that the field value is repeated on every row. When running the report, ensure that at least one field from the table is included in the report so that all rows can be seen. If no table fields are included in the report, only one row will be shown for each event.
Ignore if filtering widget has no value selected
If another widget in the dashboard is used as the Filtering widget, you can tick this option to ignore the filter if nothing is selected in the filtering widget (i.e. it hasn’t been used). The effect is that you will see all data displayed in the widget instead of no data. If left unticked, the widget won’t display data until the filtering widget is used.