How do I select multiple filter values in the dashboard prompts at the same time?

Single vs. Multi-Select

Prompts with a checkmark allow you to select one value.

Prompts with checkboxes allow you to select multiple values.

 select multiple items

Enter Multiple Codes or Numeric Values

When you want to select multiple numeric values and you know the codes, it isn’t necessary to select them from a drop-down list. You can type or paste them into the prompt separated by a semi-colon. Do not use spaces. To select the Dept IDs 10060, 10070, and 10075, you can type or paste 10060;10070;10075.

multiple values separated with a semi-colon, no spaces

When you open the drop-down list, you’ll see the three values checked.

multiple values selected, list displayed with boxes checked

To select multiple values with text, or when you don’t know the exact spelling of the values you want, use the Search functionality by clicking More/Search at the bottom of the drop-down list.

Use Search to Select Values

When you click More/Search… at the bottom of a prompt drop-down list, the Select Values dialog box opens so you can search for values. This is helpful when you need to select values with text and you're not sure of the spelling or you want to select multiple values easily.

This example uses the Action Reason – Desc prompt from the Workforce Detail dashboard. Our objective is to find employees who have had a promotion or a merit increase. First we'll search for values with "promotion" in the text.

  • Type “promotion” in the text box.
  • Select Contains from the Name drop-down list.
  • Uncheck the Match Case box.
  • Click Search.
  • Click >> to move all of the results to the Selected pane. (If you wanted some but not all of the results, you could select the desired items and click >.)
  • Do not click OK yet. The next step is to search for values with "merit" in the text.

 

The next step is to search for values with "merit" in the text. The Select Values dialog box should be open and have the promotion values in the Selected pane on the right.

  • Type “merit” in the text box.
  • Click Search.
  • Select AMR – Academic Merit/Reappointment from the search results.
  • Click > to move only the selected item to the Selected pane.
  • Click OK to complete the selection.

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