Temporary Filters

The Temporary Filter icon can be used to apply a temporary filter to a chart without having to use the Filter option in the Edit Chart screen. This option is linked to User Privileges, if the option is greyed out when you click the Chart Tools menu it means it’s not available for the role that you’ve been granted. 

To use this option, click the ‘Edit chart temporary filters’ icon in Chart Tools and click the ‘Add’ icon.

Create the filter, by following the steps in the previous section (Filters) and then click the ‘Apply’ icon.

Open

Saving a Temporary filter

If want to use a temporary filter on other charts, click the ‘Save Filters’ option after entering the filter criteria.

Open

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.

Using a saved filter

To use a saved temporary filter, click the ‘Edit chart temporary filters’ icon in Chart Tools and select the filter on the right-hand side of the screen.

Click the ‘Apply’ icon.

Removing a Temporary Filter

To stop using a temporary filter on a chart, click the ‘Remove’ icon next to the relevant filter under ‘Edit chart temporary filters’ in the Chart Tools menu.

Click the ‘Apply’ icon. 

The filter will no longer be applied to the chart but will remain in Temporary filters for later use if you’ve created it as a saved filter. 

Deleting a Temporary Filter

If you no longer want to use a saved temporary filter, you can remove it. 

Click the ‘To Delete’ button at the bottom of the temporary filters screen in Chart Tools. Select the filter that you want to delete and click Delete Selected.