Filters allow you to tailor roadmap visualizations by displaying only the items that are relevant to a specific audience. Unlike items, fields, and milestones, which are shared across all of a roadmap's views, filters are applied to a specific view and saved as the view's filter set. 

A view's filter set determines which roadmap items and milestones appear in the view's tables, Timelines, and Swimlanes. Any items or milestones that don't match the view's filter set are excluded from the view.

Which fields can be filtered?

Fields that can be filtered: 

  • Lists
  • Multi-Select Lists
  • Numeric
  • Dates

Fields that cannot be filtered: 

  • Item and milestone names
  • Descriptions
  • Free-form fields
  • Buckets

Applying filters

Filters can be applies to a view from either the Items Table or from a visualization like a Timeline or Swimlane. In order to apply a filter, find the Filters icon located at the top right of the navigation bar.

Applying a List filter

A list filter matches items with single or multiple values from a list or multi-select list. 

  1. On the View navbar, click the Filter icon 
  2. In the Filters panel, click Add Filter and select a list or multi-select list from the dropdown
  3. Select the field values you want to filter by and choose if the filter includes or does not include the field values selected
  4. Click the Apply Filters button

Applying a Numeric filter

A numeric filter matches items that are between, equal to, greater than, or less than a specified field value 

  1. On the View navbar, click the Filter icon 
  2. In the Filters panel, click Add Filter and select a numeric field from the dropdown 
  3. Enter a number and choose if you want to filter items that are between, equal to, greater than, or less than the number provided 
  4. Click the Apply Filters button

Applying a Date filter

There are 5 ways you can apply a date filter:

Between: Show only items with dates that fall within a certain range
Starts before: Show only items before a certain start date
Starts after: Show only items after a certain start date
Ends before: Show only items before a certain end date
Ends after: Show only items after a certain end date

  1. On the View navbar, click the Filter icon
  2. In the Filters panel, click Add Filter and select Date from the dropdown
  3. Select a date and choose if you want to filter items between, starting before, starting after, ending before, or ending after the date provided 
  4. Click the Apply Filters button 

View and update a view's filterset

Hovering over the Filters button with your mouse will display the number of items that have been filtered. To view or update the current filterset, click the Filters button to open the Filters panel. Here you can make any necessary changes, click the Apply Filters button once finished to apply any changes. 

Remove a filter

To remove a specific filter, click the X that appears to the left of a filter in the Filters panel. Click the Apply Filters button once finished to apply any changes.
 

(No Value) filter

Including No Value items

By default, Roadmunk filters out items with no value in the selected filter fields. But what if you want to match items that have the selected field value(s) OR no value? This is where the (No Value) selection comes in. 

For example, to include items that have a Category of Scalability or NO Category, select the (No Value) option as well as the Scalability option in the values dropdown when applying a filter from the Filters panel.

Showing ONLY No Value items

The (No Value) selection is also useful if you want to see all the items in your roadmap with any fields that are blank in order to fill in those fields. To do that, select ONLY the (No Value) option in the values dropdown when applying a filter from the Filters panel.
 

Adding an item to a filtered view

When adding an item to a view that has been filtered, the item will disappear out of the view by default. You have the option to assign values to the item that match the current filter set.  

Copy filters to a new view

Another way to create a new view with an existing view's filter set is to create a new view, copying the filters from the existing view.

  1. On the Roadmap navbar, click the + View button
  2. In the New View dialog, select the source view in the Copy filters from ... dropdown
  3. Continue to create the view as you would normally

 

What's next?

You've now seen how to create a Timeline visualization for a view, how to enhance a Timeline with milestones, and how to create a view's filterset so the data displayed in the view is the one that's relevant to your audience. In the next step of the tutorial (Step 8. Create a Swimlane visualization), we take a look at how to create the second, and less traditional, roadmap visualization: Swimlanes. 

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