Dashboard settings
Inhalt
- 1 Filters
- 2 Settings
- 2.1 Drillmode
- 2.2 Filters
- 2.3 Focus mode
- 2.4 Further options
- 3 Shareable link
Filters
Filters can be set directly in the dashboards. Depending on the dashboard, there are different filter options. Filters can be set by a timeline, drop down (single selection) or multiple selection, among others. If an arrow is displayed for multiple selection, fields can be expanded and filters can be set more finely granular. A search function is also provided here.
In addition to this, there is the filter function on the right. Here, all filters that have already been set are displayed and additional filters can be set. If no filters are set, "There are no filters available for display" appears.
Settings
By clicking with the mouse in the upper right corner of a visualization, the setting options appear. The buttons displayed depend on the type of visualization. These can be:
Drillmode
Filter
Focus mode
More options (context menu)
Drillmode
Drill mode is used to examine data in detail. If the data has a hierarchy, the drill mode can be executed to show more details. This makes it possible to analyze data in even more detail. Example:
For which test object(type) and checklist the most negative checks are executed.
Drillup
The drillup leads to a higher hierarchy level (e.g. from test object to test object type).
Drilldown
Drilldown leads to a lower hierarchy level (for example, from test object to checklist).
Drilldown for all fields simultaneously
The double arrow leads to the next hierarchy level of all displayed data. This step can be executed several times down to the lowest hierarchy level. The results are added up and displayed in summary.
Expand all fields at once
This expands the view to the next level and adds an additional hierarchy level. This adds new information to the existing information.
Filters
All active filters are displayed. If no filters are set, "No filters are currently applied" appears.
Focus mode
Clicking on the focus mode highlights the visualization and displays it alone. With "Back to report" the previous view appears.
Further options
Furthermore, a wide range of additional options is possible. All data visualized in the dashboards can be exported, tabulated, highlighted and sorted. To do this, move the mouse over the desired data base (table or visualization) and click on the context menu (the three dots). Depending on the dashboard, different options will be displayed:
Export data (Excel)
as XLSX or CSV in current layout or summarized
Show as a table
Shows the data in tabular form
Spotlight
Spotlights the visualization
Sort descending
Sort the data in descending order
Sort ascending
Sort the data in ascendingorder
Sort by
Sort the data by various options such as by URL*, checklist, issue, status, scheduled for, assigned to, test object(type), etc.
* The URL is listed on the left and leads to the referenced source. For example, a link to the left of the checklist leads to the corresponding checklist or, if it is next to a test object, to it. Several URLs can be stored per table.
Sort Axis
Sort by various options as well as descending and ascending.
Shareable link
The "Share link" button (top left) creates a shareable link within the analyses that includes all previously set filters. This link can be shared as desired within the organization. To view the shared analyses, the corresponding permissions (roles) are required.
Share link through external tools
In addition to this, external tools can link to an embedded reporting in Testify and set filters for this report. For this purpose, setting filters directly via the URL is supported. In this case, a third-party system provides the desired filters (for example, test objects) decoded in the URL, which are appended to the current Testify reporting URL at the end.
In this variant, the filters are displayed exclusively on the right side under "Filter". With the arrow the set filters can be displayed and adapted if necessary.
For detailed instructions and more information, visit Filtering Power BI Embedded Reports with URL parameters and contact the Testify Solution Team.