Data Filtering

Would you like to display specific data on your boards, widgets, games, or notifications? With IntraManager Board, you can filter the data in a variety of ways.  

You can apply filters through your data source with 'Manage Filters', allowing you to sort by users, projects, campaigns, departments, and more. The available filter options vary depending on the data source you are using.

If you want to base your data on the users or teams created in Board, you can make use of filtered users and teams.

Overview

• Filtering by Users or Teams - Board
• Filtering - Widgets
• Filtering - Games & Notifications

Filtering by Users or Teams - Board

If you want your entire board to be based on specific users or teams created in Board, you can choose to filter by Board teams or users under Board Settings so that data is only displayed for the selected entities.

1. Navigate to Boards
2. Click Create board
3. Select the teams or users under Filtered teams or Filtered users, depending on what you want to filter by
4. Choose your theme 
5. Click Save

Data in all widgets will now be based on the selected settings.  

If you have an existing board, you want to be based on a specific team or user:

1. Navigate to Boards
2. Click ⚙️ Settings on the board
3. Choose the teams or users you want to display data for

Filtering - Widgets

Filter via data source

1. Navigate to Boards or Reports
2. Click Create Board/Report or edit existing
3. Click on Create Widget or Edit on an existing widget
4. Choose the data source that you want to apply filters to
5. Select the filters that should be applied to your data

You can use the search function or expand the options to choose your filters. Once filters are selected, the number of applied filters will be displayed in the blue box next to the data source.

Overwrite Board filters

If you want the data in your widget to be based on specific Board users or teams, follow these steps:

1. Navigate to Boards or Reports
2. Click Create Board/Report or edit existing
3. Click on Create Widget or Edit on an existing widget
4. Choose your data source and KPIs
5. Enable Overwrite Board/Report Filters 

Note that 'Overwrite Board/Report Filters' will supersede the selection of teams or users chosen under Board settings as well as the filters chosen under 'Manage filters'.

See here how to use filters in your widgets.

Filtering - Games & Notifications

In games and nofications, you can add filters via the data source as well as filter via filtered teams or users. 

Filter via data source

If you want to filter by users, queues, campaigns, or similar elements in your games or notifications, you can easily specify which filters to apply.

1. Navigate to Game or Notifications
2. Click Create Game/Notification or edit existing
3. Choose the data source that you want to apply filters to
4. Click Manage filters and select the filters that should be applied to your data

Filtered by teams or users

If you have users or teams created in Board, you can select them as filters as well. 

1. Navigate to Game or Notifications
2. Click Create Game/Notification or edit existing
3. Choose the data source 
4. Select the teams or users under Filtered teams or Filtered users, depending on what you want to filter by

Note that 'Filtered teams/users' will supersede the filters chosen under 'Manage filters'.