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Filter and Variable Control Configuration in Tabx

Contents


What are Filter and Variable Controls?

Dashboards are often made of multiple Chart and Table cards, looking at survey data cross-broken by different variables. Filter and Variable controls allow a user to control the applied Filters and selected Variables of multiple Chart and Table cards at once. 

 Filter Controls can be of several types:

  • Select Box (Drop Down)
  • Checkbox List (Select many Answer Categories at once)
  • Radio List (Select only one Answer Category, but display as a list)
  • Slider (Best used for "Wave" or time-based variables, but will work with any).

 Variable Controls can be either:

  • Variable Select Box (Drop Down)
  • Variable Image List. To access the image upload section, first save this Control Type.

Restrictions on Filter Controls

Filter Controls can only be added to a Dashboard when the Project contains at least one Variable marked as a Filter. For Project Management click here


 Control Configuration

To open the settings dialogue for a control, click the  Settings button on the Control you wish to edit, at the top right of the Control Card.

Control configuration allows you to:

  • Edit the Control Name.
  •  Show / Hide the Control Name on the Dashboard.
  • Choose the Text Alignment for the Control on the Dashboard.
  • Choose a Font Colour for the Control on the Dashboard. The colour can be configured to match your or your clients branding.
  • Choose a  Background Colour for the Control on the Dashboard. The colour can be configured to match your or your clients branding. Hint: Enter "rgba(0,0,0,0)" as the background colour if you want a transparent background!
  • Choose a horizontal or vertical Control Orientation for the Control on the Dashboard.
  • Choose a Control Type (listed above).
  • Filter Controls Only - Select the Filter Variable
  • Variable Controls Only
    • Select the Control Group
    • Upload Images for use when the Control Type is Image List. Images must be no larger than 200 X 200 pixels.

Saving the Control configuration

To apply the chosen Control settings, click the Save button at the top right of the Control Settings window.


Removing Controls from a Dashboard

To remove a Control from a Dashboard:

  • Click the  Settings button on the Control you wish to remove.
  • Browse to the Options tab
  • Click the Remove Control button.

See Also

Using the Dashboard Tool in Tabx

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