Filters provided in the dashboard allow the BI data to be shown in various, customizable ways.
The available filters depend on the module and dashboard selected. In addition, data options displayed in a filter's drop down list, such as facilities or staff data, will depend upon the current account user's data access authorization.
By default, each of the filters are configured to show all data for its respective filter. Use the filters as needed to specify the data you wish to be displayed in the chosen dashboard.
The Date Selection drop down menu allows you to select the timeframe that the module should use for displaying procedure data. Timeframe options are:
- Today
- Yesterday
- Last 7 Days
- Last 14 Days
- This Week
- Previous Week
- This Month
- Previous Month
- Custom: Allows you to manually configure the timeframe using the Start Date and End Date calendars next to the Date Selection menu.
Additional filters found in the dashboards are provided to specify data such as facility, group, unit, or round type. Refer to BI Dashboards for information about the Care Rounds filters.
-
Identify the filters in the toolbar used to change the data displayed in your
view.
For example, you might choose a particular facility or unit on which to focus your data view.
-
Click a filter to display the dropdown list.
For example, the Sentiment Analysis dashboard displays Question Class and Questions filters. Click the Questions filter to display the list of questions used in rounding surveys.
The filter's list of items displays, such as all survey question classes. -
Select the items you wish to work with, and click
Apply.
De-select All in order to select the items you need. Select All to display the full set of data.
The data updates to display the requested view. -
Click the Include/Exclude icon in the filter displaying Multiple Views.
Click the funnel icon to show all values again. Click the arrow to display the Include and Exclude options.
-
Select Include Values or Exclude
Values to apply to the current items selected in the
filter.
In this example, the multiple items selected in the Question Class filter will be excluded from the data display.
The data display updates to exclude (or include) the selected filtering items. -
Enter a search term in the field provided for long dropdown lists.
Use the dropdown lists in the displayed filters to select the parameters you wish to view. For example, you can select a unit from the list of all units you are authorized to work with.
The list updates as you type in the field, displaying the items that match the entered text. -
Select an item in the search list and click Apply.
When no items are selected in the filter, the data display will be empty.
The data updates to display the requested view.
