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How do I filter data displayed in dashboards or charts?

How do I filter data displayed in dashboards or charts?

To narrow the scope of the data displayed in an Elevate K-12 Analytics dashboard or chart, you can apply data filters. For example, you can filter by school, school type, student program, ethnicity, race, or according to any of your watchlists. You can filter dashboards or charts using quick filters or filter options in the sidebar.

By default, dashboards and charts display data based upon a user's role. For example, if you are a district-level user, data is aggregated at the district level and displays data for the entire district. However, to view data for a specific school or school type, you can apply filters to narrow the scope of the displayed data.

Applied filters are automatically saved.

Apply Quick Filters

When you view a dashboard or chart, Quick filters display at the top of a dashboard or chart [1]. To apply a quick filter to all the charts in a dashboard or to a single open chart, click a quick filter tab [2]. Select a filter option [3].

To remove a quick filter option, click the (NONE) option [4].

Add Filters from Sidebar

Add Filters from Sidebar

You can view additional filters in the sidebar.

To open the sidebar for a dashboard or a single chart, click the Tools Menu icon.

Add Filters from Dashboard Chart Sidebar

To filter a chart from within a dashboard, select the chart [1], then click the Tools Menu icon [2].

Open Filters

Open Filters

In the Sidebar, click the Filters link.

Select Filters

Select Filters

The available filters apply to the selected chart or the entire dashboard. To expand a filter to view options, click the filter name [1].

To view data for a listed data item, click the item checkbox [2]. You can select multiple filters.

The dashboard or chart automatically updates to display filtered data.

Close Filters

Close Filters

To close the filter options, click the Filters link.

Reset All Filters

Reset All Filters

To reset your filter selections to the default, click the Reset all filters to default values icon.

Change Metric

Change Metric

Some organization dashboards and charts use an enrollment metric. By default, the charts and dashboards use cumulative enrollment data.

To change the enrollment data in use, click the Metric drop-down menu [1]. Select any of the menu options:

  • Average Daily Enrollment [1]: The average number of enrolled students for each day within the reporting period.
  • Cumulative Enrollment [2]: The number of students who were enrolled at any time during the reporting period.
  • New Enrollment [3]: Number of new student enrollments added within the reporting period.

View New Data

View New Data

View the data based on the selected metric.

Note: Changes to the metric filter are not saved.

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