BI: Dashboard Controls

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.

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.

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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