Manage filter sets

IQ Interface allows you to filter the content that users can see in their worksheets.

Follow these steps to create a filter set:

1. Define a filter dimension
2. Define a filter set
3. Define filter set values

After you create a filter set, you can assign it to a user.

Define a filter dimension

A filter dimension specifies a column in which you can filter information in a worksheet. You can define multiple filter dimensions for each worksheet.

1. From the Manager Dashboard, expand User Management and select Filter Sets.
2. In the Filter Dimensions worksheet, select Insert Row.
3. On the Insert row dialog, enter or select values:
   • Worksheet Id—Select the worksheet where you want to apply the filter.
   • Named Dimension—Enter a name for the dimension.
4. Select Save.
5. Select the Update Dropdown worksheet action. This action updates the Field dropdown list for your dimension based on the selected worksheet.
6. Go to the row with the dimension and locate the Fields dropdown list. Select the column on which worksheet records will be filtered.

Define a filter set

A filter set allows you to combine multiple filter dimensions and assign them to a user simultaneously. To create a filter set:

1. From the Manager Dashboard, expand User Management and select Filter Sets.
2. In the Filter Sets worksheet, select Insert Row.
3. On the Insert row dialog, enter or select values:
   • Filter Set—Enter a name for the filter set.
   • Named Dimension—Select the filter dimension.
   Tip

   Filter sets can contain multiple dimensions. To add another dimension to an existing filter set, enter the name of the existing set in the Filter Set field.

4. Select Save.

Define filter set values

Use the Filter Set Values worksheet to specify column values that a user with a specific filter set can see.

1. From the Manager Dashboard, expand User Management and select Filter Sets.
2. In the Filter Set Values worksheet, for each filter set, select the Include checkbox on those values that should be visible to a user.

Assign filter sets to users

1. From the Manager Dashboard, expand User Management and select User Setup.
2. On the Users worksheet, in the Filter Set column, select a filter set for the user.
3. Run the Apply All Permissions worksheet action.