Save Default Filters

Saving a filter as a default displays the same graphical view of a metric, based on the data filtered. For example, you can save the filter for the Top Trading Partners by Spend graph to display specific Trading Partner names and currencies each time you open Trading Grid Analytics.

You can save filters for both the metrics in Analytics Dashboard Top Panel or from Analytics Dashboard bar graph. In addition, the filters that you set from a graph on the dashboard carry over to the views in the top panel (and vice versa).

To save a default filter from a bar graph

1	From the Analytics Dashboard, click in a graph to access the filter settings .

2	Click the Filter icon .

The Filter By page list the items that can be filtered for a metric.

3	Click the tab for the filter, for example the Trading Partner Name tab.

4	Click the checkboxes for the items to include in the filter, and click OK.

5	To add additional criteria, click the appropriate tab, and repeat step 4.

6	After selecting all of the filter criteria, click Save as Default.

7	Click OK in the confirmation message.

The graph updates, and the default parameters display automatically each time you acesss the Analytics Dashboard.

To save a default filter from the top panel

1	Click a graph label or anywhere on a graph.

The Metric tab displays the performance detail page for the metric.

2	In the performance detail page, click .

The Filter By page opens the Trading Partner Name filter (by default).

3	Select the criteria for the filter, and click OK.

4	Click Save as Default.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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