Filters – Spearline Support

Time Zone Filter

Each dashboard can have its own unique time zone. If you are using the split board feature the time zone will affect both boards. Selecting the time zone is a simple process. Follow the steps here to change your time zone.

Tip: When using the Split Board feature, the time-zone is used for both boards.

To set your time zone, do the following:

Navigate to the Dashboard module of the platform (this can be found here in the left-hand navigation menu).
Choose the dashboard you wish to edit from the drop-down menu.
Click on the ‘Time Zone’ drop-down menu located top left of the dashboard and select your desired time zone.
Your task is complete.

Note: The time zone will be updated to your new selection and will be saved automatically.

Date Range Filter

There are three ways you can set the date range:

Choose from preset date ranges in the left column. The exact time of day can be adjusted above each calendar.
Use the 'From Date' and 'To Date' fields at the top of the window to set the date and time.
Select a start and end date directly on the calendar. The exact time of day can be adjusted above each calendar.

The Any of these, None of these Filter

When using this filter, you can choose to filter by Any of these or None of these. Your choice will be applied to the data you populate the filter with. You can change this data at any time.

To add the first entry, you must click the white space inside the box to reveal the list of items.
You can begin typing to narrow the list and find an item or use the scroll bar to scroll through the options.
To make an entry you just click on an item, and it will then populate the box above.
You can select further entries by clicking the white space inside the box and following the same process.
To remove an item from the list, click the ‘X’ to the right of the item you wish to remove.
After you have added all the items you wish to filter, click Apply.
Note: To completely remove a filter at any time, simply click the X on the token. Alternatively, you can clear all filters at any time using the CLEAR FILTERS button.

Tip: To add or remove an item from within a filter simply click into the filter again and click the X to the right of the item you wish to remove or repeat steps 1-4 to add more items.

The Does or Does Not Contain Filter

When using this filter, you can choose to filter by Does or Does not contain the data you enter in the field. This means that whatever you enter will either be included or excluded when filtering.

To add an entry, you must click the white space inside the box. This will allow you to enter free text in the field.
After you have added the data, you wish to filter, click Apply.

Note: To completely remove a filter at any time, simply click the X on the token. Alternatively, you can clear all filters at any time using the CLEAR FILTERS button.

The Contains or Exactly Matches Filter

When using this filter, you can choose to filter by Does or Does not. This choice is applied to the data you enter below. You can change this at any time.

You must then choose to add the data you wish to filter by selecting one of the following options.
1. Contains: This will give you the option to enter free text in the field. This means that any results containing what you have entered will either be included or excluded from the results depending on your choice in step 1.
2. Exact match: This will provide a drop-down menu where you can begin typing to narrow down your search results. This option will either include or exclude your selection from the results depending on your choice in step 1.
After you have added the data, you wish to filter, click Apply.
Note: To completely remove a filter at any time, simply click the X on the token. Alternatively, you can clear all filters at any time using the CLEAR FILTERS button.

The Equals, less than equals, or Greater than equals Filter

When using this filter, you can choose to filter by.
1. Equals: This will give you the option to enter any value. The results will present only data that matches what you have entered.
2. Less than or equals: This will give you the option to enter any value. The results will present only data that matches or is less than what you have entered.
3. Greater than or equals: This will give you the option to enter any value. The results will present only data that matches or is greater than what you have entered.
After you have added the value, you wish to filter, click Apply.
Note: To completely remove a filter at any time, simply click the X on the token. Alternatively, you can clear all filters at any time using the CLEAR FILTERS button.

The Min/Max Filter

This filter can be used in one of three different ways.
1. Filter a number range by adding a minimum value and a maximum value. This will remove results above and below your set range.
2. Filter out anything below a custom value by adding only a minimum value. This will remove all results below your set value.
3. Filter out anything above a custom value by adding only a maximum value. This will remove all results above your set value.
After you have added your values, click Apply.
Note: To completely remove a filter at any time, simply click the X on the token. Alternatively, you can clear all filters at any time using the CLEAR FILTERS button.

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