Filtering in UniCloud

You can filter the data that is visible on the Dashboard, and enable users to further filter the data while they are viewing it on the dashboard, as well as filter the data within each individual widget.

Dashboard Filters and User Filters: Any asset that has been assigned scope Last Value or Last Value Aggregate will be visible in widgets:
- without regard to any settings, including Date Range in either Dashboard Filters or User Filters.
- without regard as to whether they have ever sent telemetry data.

Dashboard Filter Settings

When you create a Dashboard, click Filters in order to set the filters for the entire Dashboard.
Any selections you make here will propagate throughout the Dashboard and filter the data shown in all of its widgets, including the User Filter widget.

Options include Organization, Asset Type, Data Range, Geography and Assets.  A Dashboard will only show data from the selected Organizations, that belong to the selected Asset Types, that is within the selected Date range, and is harvested from the selected Geographic areas.

How to set the Dashboard Filters

The selections shown in the next example will restrict the Dashboard to show the data from only the last 12 months, from locations in the cities of New York and Boston, from PLCs running the Pump and UnitronicsPump projects, that are in the organizations Fuson Pump Co and Fuson Pump Co Canada.

Organization, Asset Type, Date range:

1.     Click the drop-down arrows and make your selections.


2.     Begin entering characters; a drop-down, alphabetically sorted list opens; make your selections.


3.   Click the drop-down to show the list of Assets and make your selections.
Note that you must have first selected Asset Types in order to enable this option.

3.     Click Apply


Dashboard Navigation Filter by ID

When you configure which dashboard UniCloud will display in response when a user clicks on a widget, if you select Navigate per Asset Type, UniCloud gives you the option to filter by Asset ID.

In the next image, Navigation is mapped by Asset Type, and is also filtered by ID.

When a user clicks on an:




User Filter Widget

The options in the widget are restricted by the Dashboard Filter Settings. To include the widget in your Dashboard:

1.     Click User Filters in the Widget ribbon; the widget is automatically positioned at the top of the Dashboard; if there are widgets occupying that location, the Dashboard editor moves them down to provide the necessary space.

2.     Check the options you wish to present to the user
In the next image, note that Allow Edit is marked for all options, except Organization. The Dashboard user will not be able to filter by Organization.


Filtering with the Widget

After you publish the Dashboard, the user can filter data as shown below.

Note that when the user makes selections in the widget, the filter only takes effect after the user clicks Apply.

Date Range

The user can only select dates within the range set in the Dashboard Filter settings. In the example below, the Dashboard settings were set from Last Year. All data from the last year are visible to the user. The user can therefore select any option, including Custom range, which enables the user to select any date or range of dates within the last 12 months.


In this example, the Dashboard Filters restrict the date to a 2-month period. The user can only see, and can only filter the data within that time period.


The user can only select Geographic locations within the range set in the Dashboard Filter settings. In the next example, the Dashboard settings were set to All.
All data from all locations are visible to the user.

In the next example, the Dashboard settings restrict the user to specific locations.


To filter out a location, the user clicks under Geography, and clicks an x.

When the user removes Japan, only Assets located in Boston and New York are visible.

To include a location, the user clicks in Geography, begins to type the location name, selects it from the list, then clicks Apply.


Asset Type, Organization, and Assets

The user applies filters for all of these in the same way, either by:

·          clicking the drop-down arrow and making selections from the list,

·          entering characters to display relevant items in the list, and then making selections

and then clicking Apply.


Widget Filters


Some widgets also offer filtering options.

Widget filtering will be limited by any Dashboard Filter setting, as well as by the User Filter Widget.

Use the available options to filter your data and display it according to your selected parameters, such as time, date, or size.

To filter data: