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  1. Camunda Optimize
  2. OPT-3202

Allow filtering on Dashboard level across multiple reports

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      Description

      As an Optimize Dashboard Creator I can:

      • add start & end date filters to the whole dashboard
      • add variable filters to the whole dashboard from all processes that are available on the dashboard (tbd how this will work)
      • can decide to only add specific variable filters and dont have to make all variables available as dashboard filter
      • can filter on process instance state (running vs. completed)

       

      As an Optimize Dashboard Consumer I can then:

      • filter reports on dashboard easily using above filters on the dashboard without having to edit dashboards or reports

       

      This is helpful since I do not need to recreate dashboards and reports just because I want to look at a different time frame. It simplifies usage of dashboards and reports a lot and helps me find the information I am looking for.

        mgm-controller-panel

        This is the controller panel for Smart Panels app

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            is depended on by

            Feature Request - A new feature of the product, which has yet to be developed. OPT-3263 Deeplink into filtered Dashboard

            • L3 - Default - Minor issue or issue with existing workaround, feature requests and questions
            • Done
            1.
            		 Design for dashboard filters Design Part Done Unassigned
            2.
            		 Implement dashboard filters Feature Part Done Unassigned
            3.
            		 Available dashboard filters are persisted Feature Part Done Unassigned
            4.
            		 Allow adding additional filters for report evaluation Feature Part Done Unassigned
            5.
            		 I can specify which filters are allowed for a dashboard Feature Part Done Unassigned
            6.
            		 I can specify instance state dashboard filters Feature Part Done Unassigned
            7.
            		 I can specify date filters for dashboards Feature Part Done Unassigned
            8.
            		 Document dashboard filters Sub-task Done Unassigned
            9.
            		 Make dashboard filters apply to the source reports in combined reports Sub-task Done Unassigned
            10.
            		 Remove GET endpoint for report evaluation Sub-task Done Unassigned
            11.
            		 I can specify variable filters for dashboards Feature Part Done Unassigned
            12.
            		 I can query for variable names across reports Feature Part Done Unassigned
            13.
            		 I can store available variable filters for dashboards Feature Part Done Unassigned
            14.
            		 I can use dashboard variable filters Feature Part Done Unassigned
            15.
            		 Variable Filters should only apply to reports with that variable Sub-task Done Unassigned
            16.
            		 Create endpoint to return variable values for given report IDs and variable name/types Sub-task Done Unassigned
            17.
            		 Clean up available dashboard filters on report update Sub-task Done Unassigned
            18.
            		 Ensure available dashboard filters are consistent with report state Sub-task Done Unassigned
            19.
            		 Display dashboard filters by default Sub-task Done Unassigned
            20.
            		 UI tweaks Sub-task Done Unassigned
            21.
            		 Add tests for variable name/value fetching for reports with no definition key Sub-task Done Unassigned
            22.
            		 Handle bad request responses for dashboard saves Sub-task Done Unassigned
            23.
            		 Return specific error code when dashboard cannot be saved Sub-task Done Unassigned

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                Assignee:
                Unassigned Unassigned
                Reporter:
                felix.mueller Felix Müller
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    Salesforce