Advanced filtering functionality is accessible across all Explorer views from the advanced filtering side panel that opens from the quick filtering panel.
We have placed the most important Properties to filter by in the quick filter panel which can be found in the Explorer header (see 1 below). If you need to filter in more detail for other Properties or want to filter only for a specific Element type, you can open the advanced filter side panel (see 2 below). Here, you will also be able to save filters as Presets.
Example: You want to only show Trends on your Radar, if their Adoption Stage is either maturing or aging.
- Navigate to the Trend Radar.
- Open the advanced filtering side panel.
- In the Element Type dropdown, Trend is already selected. For other filtering cases, you need to select an Element Type here. (see 3 below).
- From the Property dropdown, choose the Adoption Stage Property. (see 4 below)
- In the dropdown that appears below, select the value you want to filter for, in this case Improving and Mature. (see 5 below)
The Radar will now only show mature and aging Trends. This works in all other Explorer views as well.
Example: Discover all Trends that are related to the Opportunity “Advanced Branding” on the Radar. You can do this with the Related To filter. By using the Related To filter, the Radar is drilled down to only display Elements that are related to a specific Opportunity. This functionality also works on all other visualizations.
- Navigate to the Trend Radar.
- Open the advanced filtering side panel.
- In the Element Type dropdown, Trend is already selected. For other filtering cases, you need to select an Element Type here. (see 1 below).
- In the General Filters section (see 2 below), search for your required Element in the Related to filter. (see 3 below).
The Radar will now only show Trends that are related to the selected Element, in this case the Opportunity Advanced Branding. This works in all other Explorer views, as well.
Save Filter as Preset
If you have the appropriate permissions, you can save any filter you have created as a Preset for yourself and others in the Workspace. In the advanced filtering side panel, simply click on the Save Filter button (see 6 above), add a name for your filter in the dialog box, and confirm with Save.
💡 If you want all users in the Workspace to see the Preset, make sure to uncheck the Private Preset option before saving.
The filter Preset will now be displayed at the top of the side panel.
Private Preset
We want to allow all users, independent of their permissions, to easily find Elements they want to keep track of. For this purpose, we have introduced private Presets that can be created by any user on the platform.
Private Presets will be displayed in a separate category in the Preset picker.
