(ResultsManager Professional Edition only)


ResultsManager provides a utility to speed up the creation of customised Dashboard template maps, by inserting predefined filter Topics into a map. You can create filter Topics in Dashboard templates manually, following the above formats, or you can use the Add Dashboard Filter command to insert filter Topics by selecting from a list.


Start by creating a new map and adjusting the style and fixed content to suit. To add a chain of filters to the Dashboard template, select the insert point (the parent Topic for the chain of filters) and click  the ResultsManager tab | Tools group | Add Dashboard Filter.


Adding a series of Filters to a Dashboard template map



Select a predefined filter by clicking on it in the left hand column, then click "Add" to add it to the right hand column. You can modify a filter by editing it while it is selected in the box above the master list on the left. Clicking Add moves it to the right-hand list, which is the list of filters that will be added into the map when the OK button is clicked. You can sort this list with the Move up and Move down buttons, or remove filters from the list with the Remove button.


In the above example, we will first filter (invisibly) by my name (#Owner=%me%), then select all Committed projects, then list all Activities items. So the Dashboard will contain a list of my activities in committed projects, grouped together by project.


Clicking OK in the above example will create Topics in the current map:


Topics created by the Add Dashboard Filter command


The filter values are automatically inserted into the Topic Notes.


Note that the Add Dashboard Filter command does not read an existing map and allow you to edit it through its dialogue. It will only generate new Topics. If minor alterations are needed, these can be done manually with normal editing techniques. The purpose of the Add Dashboard Filter command is to save time in looking up the exact syntax needed to define a filter Topic in a dashboard template.