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How to filter Foodics BI Dashboards
In this tutorial we will learn how to filter any dashboard in Foodics BI
There are 2 types of filters in Foodics BI:
Date Filters:
To filter by date you have the following options:
- Click on Business Day on the top side of the dashboard
- A pop up will appear where you can set the filters. Now you have here also 2 primary options:
- Rolling: This is a dynamic option where it updates every day you open the report based on this filter. For example you put the last 1 day. Then every time you open this dashboard, it will be filtered to the prior day data only.
- Fixed: This is to set a fixed timeline and stick to it when viewing this dashboard.
Name Filters:
We have a lot of options to filter by name found on the top menu.
In the names you can filter by:
- Branch(s)
- Order Tag(s)
- Order Type(s)
- Order Source name(s)
- Product Name(s)
- Category Name(s)
You also have 2 types of name filters:
- Include: This means you want the data presented to include the following variables
- Exclude: This means you want the data presented to NOT include the following variables.