Data360 Govern

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  • 1.  Apply a filter for multiple subject areas

    Posted 03-27-2020 12:13

    How do I apply a filter for multiple subject areas when reviewing enterprise business terms?  For example, we need to filter all claims and policy terms, OR we want to look at all subject areas except for allocation (i.e. filter out one subject area).  This is basic functionality in Excel but I can't seem to find a way to do this here.



  • 2.  RE: Apply a filter for multiple subject areas

    Employee
    Posted 03-27-2020 13:26

    Note: This was originally posted by an inactive account. Content was preserved by moving under an admin account.

    Hello Andrew,

    You can choose thru Filter option in Business Assets and you can select Multiple options.

    And here is the link and screen prints how to filler multiple options. In the link you need to scroll down and you will find topic with Filtering : 

    https://governhelp.data3sixty.com/development/Default.htm#c-user-guide/filtering-searching-assets.htm?Highlight=Filter

    Please let me know if you had any question 



  • 3.  RE: Apply a filter for multiple subject areas

    Posted 03-30-2020 08:26

    I understand the basic filtering options.  What we need is to be able to select multiple subject areas (i.e. select all billing AND claims terms), or filter out specific subject areas (i.e. we want to exclude allocation terms).  Similarly, we need to be able to select multiple "status" indicators.  For example, we want to see all terms with the "status" of "certified", "under review - business", AND "under review - DG". 

    When we add a second filter and click search, the second filter disappears and the results only display the first filter.  I have attached an example of the different subject areas.  There is no option to select multiple or exclude any.



  • 4.  RE: Apply a filter for multiple subject areas

    Employee
    Posted 04-01-2020 14:25

    Note: This was originally posted by an inactive account. Content was preserved by moving under an admin account.

    Hello Andrew,

    You can use the Status or Subject Area field as "Show As Top Level Filter" in  Configuration->Business Assets-> Select the Business Asset-> Field type (Status or Subject Area) -> Edit  and select check box as Show as top level filter and save. 

     

     

    2) Go to Business Asset , then you will see the Selected Field as Top level filter, over there you can select the terms and filter results.

     

    Hope this helps.

    Let me know if you need any help . 



  • 5.  RE: Apply a filter for multiple subject areas

    Posted 04-02-2020 06:28

    Thank you, Suhas!  This is perfect!