BI: Dashboard Controls
Controls determine the data that is represented on a Dashboard or Visual. All account types can use Controls to adjust the visible data.
- Controls in the BI Tool function the same as reporting Filters in the PM System.
- Controls are found in the Controls header.
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Controls
- Controls affect all visuals on the Dashboard.
- A Date Filter that is applied to a single Visual overrides the Date Control in the Controls header.
- Filters applied on a single visual only impact that visual.
- Each Dashboard has a separate set of Controls based on the presented data.
Control Examples
Note: All examples come from the Practice Analysis Dashboard.
Example 1: Count of Encounters by Post Date and Procedure Code
- Select the desired Group By option (Procedure Code) in the Controls header to update the Visual.
- This selection also updates the Legend on the Visual.
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Example 2: Top 10 Procedure Codes by Revenue
- The selected Control does not impact this visual.
- The data that is reported on this Visual is determined by the Code Type toggle.
- The Group on this Visual is determined by the Revenue or Count toggle.
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