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Using Global Name to Synchronize Filter Controls

The Global Name property is a powerful tool that allows you to quickly synchronize filter control values between different pages. The Global Name property is configured on the Settings tab of the Properties panel for a filter control. Once enabled, it allows you to match your filter selections across multiple pages at run time within the same browser session. This option is especially useful in a portal. The global name can be used to synchronize filter control selections across multiple pages in the same portal.

Styling Filter Controls in a Visualization

When creating a page from external content, you can configure the properties of the filter toolbar, a filter grid panel, or single filter control by using the Properties panel, which is context-sensitive. For example, when you click a filter cell on the toolbar or in a filter grid, the cell style properties open in the Properties panel. When you click a filter control within a cell, the configuration and style properties for this control open in the Properties panel. You can access properties for the entire Filter toolbar or a filter grid by selecting it from the outline.

Working With Date Controls

Parameters that contain dates are recognized by WebFOCUS Designer as date controls. An example of the date controls for external content on the page is shown in the following image.

In this example, each of the controls is associated with a distinct parameter. One parameter uses the Greater Than WHERE condition, the other parameter uses the Less Than WHERE condition.

Working With Required Parameters

By default, when you create a prompted filter in WebFOCUS Designer, the filter is optional. You can right-click a new prompted filter and select Require selection, or select a prompted filter for existing content and clear the Optional check box on the Settings tab to make it required. This means that users must select a value at run-time before affected content on the page loads. Required controls from external content are marked in red, prompting you to make a selection for the request to be processed.

Summarizing Numeric Data Using Filters

When you create a filter for a measure field in new content, you can choose to filter by aggregated values, using a Summary filter, or by individual records, using a Detail filter. This enables you to review data from a high level or based on a more granular view.

To specify one of these options in a new prompted filter, when you place a measure on the Filter toolbar, right-click it and point to Filter on to access the Detail and aggregated filter options, which are shown in the following image.

Applying Prompted Filters From External Content

Importing a filter from external content in WebFOCUS Designer is a quick and intuitive process. Additionally, parameter filters added to a page from existing content can be rearranged and styled with options unavailable to filters created for new content in a page.

Whenever you add a parameterized content item to the canvas, such as a chart or report that uses a prompted filter or dynamic parameter, the parameters are recognized and you can create filters for them automatically. A badge count is overlaid on the Filters tab on the sidebar, as shown in the following image.