Adding Filters to your Infowise Chart Web Parts (O365)
Phil Gold
Phil Gold
November 30, 2018 | Products

If you’re looking to provide some additional cool functionality to your users, how about giving the them ability to filter data in charts in real time, creating a slick interactive dashboard?

This is a relatively new feature in Infowise, but it’s got tons of potential. It allows your users to drill down into static chart information. This is a big boost to turning your site into a true Business Intelligence tool.

I’ve experimented with the O365 version, and there’s one important caveat I discovered – for filters to work, you MUST use the newer Infowise Chart web part, NOT the older Smart Chart app.

I’m personally impressed with the feature, although I have only scratched the surface. The basics are as easy as you’d expect with Infowise, but there are levels of control that have the potential for really powerful data modeling.

An important part of this is the wide variety of filter types you can use. The online tutorial demonstrates using a Choice-type filter, which is very slick but also very straightforward.

As is typical with Infowise, selecting different filter types will also give you different parameter settings. For choice, you actually add the choices in the filter definition, and they appear on the site page for the users.

You also have control over the operator functions – you can set this for equals, not equals, or contains.

And, you can add multiple filter definitions to the same chart, giving your users even more options about how they see their data.

My recommendation? Play around with it a little, get comfortable, and then start providing new and exciting BI functionality on your sites!

 


For more information on setting up individual filter definitions, see the “Defining filters” section of the Smart Filter Pro Configuration document (note that not all of the document is pertinent for O365).

Loading...

Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.

UltimateForms

Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Related Topics

What is right for you?

Online Trial

Not ready to install yet? Create a trial site in our environment
  • Full control of the site and its settings
  • Optionally pre-install one of our solution templates
  • Site provisioned instantly
  • Automatically removed after 30 days
  • Available to everyone!

Error!

There was an error processing your request.
Please contact us for further details.

Installation

Install in your own environment, on Microsoft 365 and on premises
  • Start working with real users and data
  • Install online or on premises
  • Register for 30 day trial
  • Seemlessly convert to paid license
  • Requires administrator permissions

Success!

Download link has been emailed to .
If you do not receive it within 5 minutes, please check your spam.
The link is valid for 72 hours.
If you are having problems, please contact us.

Error!

There was an error processing your request.
Please contact us for further details.
Technical details:

Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.