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SCREEN /
FUNCTIONALITY
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DETAIL
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RULE
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Filter Prevalence
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1 – Filters per user; ex: user A can only see goal attainment results of his own
2 – Global Filters; ex: in the cockpit, when you apply this filter, it applies the filter to all the cockpit tabs, except if the object does not have that member. ex: salesperson.
3 – Restrict Members: Displays only the configured members;
4 – Object Filters; e.g. apply the specific filter among those available for the object;
5 – Dashboard filter; it only works if it doesn’t have the others.
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Manage Environment
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Settings
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By selecting the position of the filters in the manage environment, the option becomes the project default when creating new objects, but will not change existing objects.
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Manage Environment
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Data and Integrations – User Filters
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When you configure a user filter, the user can only see the member that was selected for him
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Dashboard
Cockpit
Publisher
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Filter Type
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Regular: Must be applied when selecting;
Time: Should be applied when selecting.
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Dashboard
Cockpit
Publisher
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Selection Type
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Regular – Range: Allows the selection of a range of members;
Regular – Single: Allows the selection of only one member;
Regular – Multiple: Allows the selection of multiple members;
Time: Allows the selection of periods and dates.
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Dashboard
Cockpit
Publisher
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Fixed Filter
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Viewer users cannot change the members of a Fixed filter, only Admin and Expert users and Explorer.
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Dashboard
Cockpit
Publisher
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Mandatory filter
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Forces the user to apply the required filter in order for the objects to be displayed.
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Cockpits
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Mobile
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It only allows the application of existing filters in the Cockpit.
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Dashboard
Cockpit
Publisher
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Filter Members
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Display all members: System should display all existing members in the filter; Disable members without data: System should not allow the selection of members without data (blocks clicking on the member); Do not display members without data: System should not display members that do not contain data.
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Dashboard
Cockpit
Publisher
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Restrict Members
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Show only selected members: System should show only the members that the user has selected and apply the members when saving; Hide only selected members: System should hide only the selected members and apply the members when saving.
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Manage Environment – Data
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User filter
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System must allow the user to view only the members selected in the user filter
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Publisher
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Private
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System should prompt you to login and display the Cockpit/Dashboard filters
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Publisher
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Public
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System should not display filters
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Dashboard
Cockpit
Publisher
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Default
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When saving a filter as Default, whenever the object is opened, it should be displayed with the Default filter
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Analysis
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Dynamic Period
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System should apply the time period selected in the Analysis
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Filters on objects
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Regular/Time
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System should apply only the selected filter to the object
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Move Filter
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Regular/Time
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System should move the filters according to the position you select
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Standard filter
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Click on the diskette that appears in the filter bar, upper right corner of a dash
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When accessing an object, the filter must be selected by default
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Ada.ia