Exclude an interactive filter for acting on a specific widget in a dashboard

[RichardF_CRC]

I have a dashboard that shows the number of instanced of open catalog items and closed catalog items on the same dashboard.

I want to have 2 interactive filters on the dashboard - 1 for department and the other for closed date.

When i choose the close date interactive filter and choose a date range or x days etc. the Open Items report widget is empty because close date is not populated. This is not the behaviour i want. I want the close date interactive filter to only apply to the widgets that are display closed items and NOT the other widgets.

Obviously the Department interactive filter happily applies to both widgets

Is the only way to solve this is to have Separate data sources for  the Open and Closed data sources - even though they both reference catalog items.  ie. Open Items data source and a Close Items data source rather than just defining the report widgets as acting on the generic Items data source ?

[Yaramala]

Hello @RichardF_CRC 

Yes, this is expected behavior with interactive filters.

If both Open and Closed report widgets are based on the same table/report source and both are set to follow interactive filters, then the Close Date filter will apply to both widgets. Since open records do not have a close date, the Open Items widget becomes empty when that filter is applied.

In Core UI dashboards, the widget generally follows the matching interactive filters for that table. It does not easily allow one widget to follow only Department but ignore Close Date while another widget follows both.

The cleanest options are:

• Create separate report sources/data sources for Open Items and Closed Items

• Configure the Close Date interactive filter only against the Closed Items source/table/view

• Keep the Department filter mapped so it can apply to both

• Or split Open and Closed reports into separate dashboard tabs

• If you are using Platform Analytics, check whether filter override/exclude behavior is available for the visualization

• For advanced cases, a custom interactive filter can be built, but I would avoid that unless really needed

So in your case, I would use separate Open and Closed report sources. Open Items source should have conditions like Active = true or State is not Closed, and Closed Items source should have State = Closed and Close Date populated. Then apply the Close Date filter only to the closed-item reports.

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Thank you!

TejaswiniY