Implement global filters in multi-tabbed dashboards

Global filters that are added to a multi-tabbed dashboard allow reports located on multiple pages in a dashboard to be filtered using a report prompt.

About this task

To add global filters across multiple pages in a multi-tabbed dashboard, there are additional steps that must be completed when creating the dashboard. These steps are described here. For more detailed information about adding global filters, see the proven practices document IBM® Cognos® BI - Global Filters for a Multi-Page Dashboard.

Procedure

  1. Add each report that you want filtered to a Cognos Viewer portlet within a page. If you want one report per tab in the multi-tabbed dashboard, you must create one page per report. If more than one report is displayed on a tab, add multiple Cognos Viewer portlets to the page, one for each required report.
  2. After adding the reports, set the Portlet communication options in each of the Cognos Viewer properties to use a common channel name.
  3. Place all the pages that you require for the tabs in the dashboard in one folder.
  4. Create a dashboard master page that contains a Cognos Viewer portlet for the prompt report and a multi-page portlet for the tabs. For the Cognos Viewer portlet, specify the same channel name as for the other Cognos Viewer portlets and have the multi-page portlet point to the folder containing the report pages that you created.
Parent topic: Create a Dashboard with Multiple Tabs