Filtering Data

You can add filters to refine the content displayed in pages.

Filters are cumulative and only apply to the current page. They remain applied to the page until you remove them from the Filters panel.

This task shows you how to:

Add Filters

There are several ways to add filters to a page, which are explained below:

Add Filters from a Chart

On a chart, click the element (a point on a line, a bar, a pie chart slice, etc.) you want the page to be refined on.

The corresponding filter is added to the Filters panel and the page is updated accordingly.

You can now:
  • Repeat the step on a different chart element to add more filters to the page.
  • Click the same element again to remove the filter. For more information on how to delete filters, see below.

Add Filters from the Filters Panel

  1. From the top right-hand corner of the widget, click to open the Filters panel.
  2. From the Filters panel, select the value of the filter you want to apply to the page.

    Notes:
    • Filters are organized by business objects. Each tab displays the values of a given business object.
    • You can select several values for a given business object. For example, you can click owner #1 and owner #2.
    • Enter a value in Search for filter... to access a specific value.

The corresponding filter is added to the Filters panel and the page is updated accordingly.

Add Filters by Dragging Objects from ENOVIA Widgets

You can drag compatible objects from ENOVIA widgets and drop them to Project Intelligence to add filters.

Compatible objects and Project Intelligence pages are as follows:

Project Intelligence Page Compatible ENOVIA Objects
Overview
  • Program
  • Project
Master Schedule Task
Risk Analysis Risk
Project Deliverables
  • Gate
  • Deliverable
Project Deliverables User
Resource Workload Person

  1. From an ENOVIA widget, drag the object you want to filter your Project Intelligence page on.
  2. Drop the object on your Project Intelligence widget.

The object is added to Project Intelligence.

Delete Filters

Do any of the following:
  1. To delete a single filter, click on the filter you want to remove.
  2. To delete all filters, click .

The corresponding filter is removed from the Filters panel and data displayed in the page is updated accordingly.