We’ve redesigned our filtering system to be more user-friendly and efficient. Enjoy a new look with smarter behavior and greater flexibility when setting conditions on your dashboard widgets.
What’s New:
– Modern UI: Enjoy a sleek design with better space utilization.
– Nested Filter Groups: Create multiple filter groups using OR conditions for increased precision.
– Duplicate Filters: Now you can use the same filter multiple times through nested groups.
– Informed Alerts: Get clear messages when filters are connected, like pipeline and stage.
– Chart Type Selection: Choose chart types directly from widget settings.
– Streamlined Sidebar: A more compact layout for a better dashboard preview.
Why It Matters:
This update makes managing your data simpler and more intuitive, helping you to quickly access the information you need and make informed decisions.
How It Works:
1. Navigate to Dashboards and select Edit Dashboard.
2. Add a widget by selecting your preferred one.
3. In Widget Settings, choose your chart type if applicable.
4. Go to the Conditions tab to apply filters.
5. Click Add Filter to start your first group.
6. Use +AND to add additional conditions within the group.
7. Click +Add Filter again for a new group (OR condition).
8. Click Save.