Refining Content

Throughout the application, you may be able to add filters to either refine the chart and table content you are viewing or narrow the number of results of your searches.

This task shows you how to:

See Also
Using Line and Bar Charts
Searching for Claims, Assets, and Customers

Add Filters from the Refine Panel

  1. If the refine panel is not open, click Filter to open it.
  2. From the refine panel, you can:
    • Click a category name to add a filter that refines the page on the corresponding content.
    • Click Exclude to add a filter that excludes the content associated with this category.

The corresponding filter is added to the Active Filters bar and the page immediately reloads to refresh its content. You can repeat this step to add more filters.

Add 6WTags as Filters

You can add 6WTags as filters.

Note: 6WTags offer fewer filter options than the Refine panel.

For more information about 6WTags, see 3DEXPERIENCE Platform: Searching for Content.

  1. From the dashboard top bar, click 6WTags .
  2. Select tags.
    The corresponding filter is added to the Active Filters bar and the page immediately reloads to refresh its content. You can repeat this step to add more filters.

Refine from a Chart

You can use most chart to refine the content displayed on a page.

On a chart, click the item (a point on a line, a bar, an axis label, etc.) you want to refine the page on.

Though it is possible to refine from most charts, this feature is not available on all of them. If nothing happens when you click a chart item, it means that you cannot refine from this chart.

The corresponding filter is added to the Active Filters bar and the page immediately reloads to apply it to the content of the page. You can repeat the step to add several filters to the page.

Remove Filters

You can remove:
  • Filters one-by-one, by clicking Remove this filter either from the Active filters bar or from the Refine panel.
  • All filters at once, by clicking Remove filters from the Active filters bar.