{"id":986,"date":"2021-03-11T01:01:16","date_gmt":"2021-03-11T01:01:16","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&p=986"},"modified":"2021-03-11T01:01:16","modified_gmt":"2021-03-11T01:01:16","slug":"creating-filters-for-your-chart","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/creating-filters-for-your-chart\/","title":{"rendered":"Creating filters for your chart"},"content":{"rendered":"\n

What are filters?<\/h2>\n\n\n\n

Insperity Organizational Planning allows administrators to build preset filters for company use.\u00a0 Filters can be used in different areas of the chart including:<\/p>\n\n\n\n

Charting space<\/strong>: A filter can be used to hide or “mute” boxes that don’t meet the\u00a0filter’s criteria when viewing boxes in the Workspace.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Advanced search:<\/strong> A filter can be used to limit results displayed while searching records in the search panel.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

User security roles:<\/strong> A filter can be used to\u00a0limit the data a user can view. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Using filters in your charting space<\/h2>\n\n\n\n

Filters in the charting space allows users either hide or mute boxes that meet the specific criteria defined by the filter.\u00a0 If filters have been set up, a user can find them with the control panel icon located in the top right menu. Clicking on the control panel will open a window with additional tabs.\u00a0 The filters tab will display if filters have been set up.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Once the filter has been selected, two choices will appear; Mute Others<\/strong> or Hide Others<\/strong><\/p>\n\n\n\n

Mute Others<\/u><\/strong> will mute the color of the boxes that do not meet the criteria of the filter.\u00a0\u00a0<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n


Hide Others<\/u><\/strong> will hide the boxes that do not meet the criteria.\u00a0 It is very important to note that if you were to attempt to hide a box that does not fit within the criteria and the box represents a supervisor of someone who DOES meet that criteria, then your chart will be blank.\u00a0\u00a0<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u00a0Using filters in your advanced search<\/h2>\n\n\n\n

Creating filters to use in the advance search panel will allow users to leverage the same preset filter when searching the chart.\u00a0 Administrator-defined filters can be found using the magnifying glass icon in the secondary panel.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Preset filters can be used alone to find employees that meet the criteria or as an addition filter to enable when using the search box. <\/p>\n\n\n\n

Using filters in your roles<\/h2>\n\n\n\n

You can also use filters to limit the organizational records a user (or group of users) can view by associating the filter with a security role.  You can also allow or not allow the role to have access to the filter.<\/p>\n\n\n\n

The\u00a0filter\u00a0is used with the Employee Access<\/strong> and\/or Planning Access<\/strong> to limit the boxes that a user can see or plan for.\u00a0<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Filters can also be applied to Data Access Policies<\/strong> to limit the fields that can be seen by the users assigned that role.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Creating filters<\/h2>\n\n\n\n

To create a filter, navigate to Administration<\/strong>, then Filters<\/strong>.\u00a0 Select New<\/strong> Filter<\/strong>.\u00a0<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Add New Filter<\/strong><\/h3>\n\n\n\n

Name your new filter.\u00a0 This name will be visible in the drop-down box for role-based users to select.\u00a0\u00a0\u00a0 Adding a description is optional but will allow a brief explanation for the more complex filters. The description is for your notes and does not display in the workspace tab.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Conditions<\/strong><\/h3>\n\n\n\n

Define the conditions of the filter.\u00a0<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Create your condition by creating rules:<\/p>\n\n\n\n

  • Select the field that will decide the condition<\/li>
  • Select the qualifying argument (equal to, is, is not..)<\/li>
  • Then complete the qualifying condition<\/li>
  • Example, \u201cEmployee Status\u201d is \u201cFull Time\u201d<\/li><\/ul>\n\n\n\n

    To add more rows of criteria, click Add Rule<\/strong>, paying attention to the \u201cAny\u201d OR \u201cAll\u201d conditions.<\/p>\n\n\n\n

                \u201cAny\u201d = Any of these conditions can be true<\/p>\n\n\n\n

    \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u201cAll\u201d = All of these conditions have to be true<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Available to Features:<\/strong><\/h3>\n\n\n\n

    Select which features will be able to utilize these filters; \u00a0Roles, Views, \u00a0and\/or Searches.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    \u00a0<\/p>\n\n\n\n

    • Roles
      • If selected, you can edit a Role so they only see the filtered chart data<\/li><\/ul><\/li>
      • Views
        • Choose whether to include this Filter in the Workspace\u2019s <\/em>Control Panel <\/strong>filter tab<\/li><\/ul><\/li>
        • Searches
          • Choose whether to include this Filter in the Advanced Search<\/em> Panel<\/li><\/ul><\/li><\/ul>\n\n\n\n

            Available to Roles<\/strong><\/h3>\n\n\n\n

            Choose whether the listed Roles can use the control panel and advanced search panel button in order to apply this filter to their chart.\u00a0<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            Editing filters<\/p>\n\n\n\n

            To edit any pre-defined filter, navigate to Administration<\/strong>, then Filters<\/strong>.  A list of your filters will appear.  <\/p>\n\n\n\n

            To edit the filter, select the pencil icon<\/strong>.<\/p>\n\n\n\n

            To copy the filter to use for another filter, select the copy icon<\/strong>.<\/p>\n\n\n\n

            To delete the filter, use the garbage can icon<\/strong>.\u00a0\u00a0<\/p>\n\n\n\n

            \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

            What are filters? Insperity Organizational Planning allows administrators to build preset filters for company use.\u00a0 Filters can be used in different areas of the chart including: Charting space: A filter can be used to hide or “mute” boxes that don’t meet the\u00a0filter’s criteria when viewing boxes in the Workspace. Advanced…<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[42],"ht-kb-tag":[],"class_list":["post-986","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-filters"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/986","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=986"}],"version-history":[{"count":1,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/986\/revisions"}],"predecessor-version":[{"id":1004,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/986\/revisions\/1004"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=986"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=986"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=986"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}