Temporary Filters
Overview
The Chart Temporary Filter feature is used to apply a temporary filter without needing to use the Filter option through the Edit Chart screen.
Access to this feature is associated to User Privileges. Should the option be greyed out within the Chart Tools menu, this means you do not have the permissions associated with your user/role to be able to use this.
Chart Temporary Filters are only visible to the user applying them, and are not seen by other users.
How To Create A Chart Temporary Filter
Select the ‘Edit Chart Temporary Filters’ icon, within the Chart Tools menu and click the ‘Add’ icon.
Create the filter required, by following the same steps in the previous section (Filters), and then click the ‘Apply’ icon.
Saving A Chart Temporary Filter
If want to reuse a Chart Temporary Filter on other charts you can, just click the ‘Save Filters’ option after entering the filter criteria.
Enter a unique name for the filter and choose the Category that the filter applies to. When this information has been entered, click the ‘Save’ icon.
The filter will now appear on the right-hand side of the screen.
If users have the relevant user/role permissions, they will be able to see and use any saved filters in the ‘Edit Chart Temporary Filters’ screen.
Using A Saved Chart Temporary Filter
To use a saved Chart Temporary Filter, click the ‘Edit Chart Temporary Filters’ icon, within the Chart Tools menu, and select the appropriate filter from the left-hand side of the screen.
Click the ‘Apply’ icon.
Removing A Chart Temporary Filter
To stop using a Chart Temporary Filter, click the ‘Remove’ icon (next to the appropriate Chart Temporary Filter).
Click the ‘Apply’ icon.
The filter will no longer be applied to the chart;, however it will remain in the Chart Temporary Filters library for later reuse - where it had been saved previously.
Deleting A Saved Chart Temporary Filter
If you no longer want to retain a Saved Chart Temporary Filter, you can remove these too.
Click the ‘To Delete’ button at the bottom of the Chart Temporary Filters screen within the Chart Tools menu. Select the filter that you want to delete and click ‘Delete Selected’.