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:

1. Click on Business Day on the top side of the dashboard
   
2. 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.