# Use Workbench Dashboard Filters

_Workbench Dashboard_ filters allow you to narrow the data set for more precise visualization. The _Workbench Dashboard_ filter panel includes multiple capabilities that allow you to:
* [Add a _Case_ series][1]
* [Add filters][2]
* [Save filters][3]
* [Share filters][4]
* [Delete saved filters][5]

Expand the filters panel by selecting the **Filters** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-workbench-filter-icon.png" alt="filter icon" style="" />) icon. If the _Workbench Dashboard_ contains any required filters configured by your Admin, Vault displays this panel and these filters by default.

The available dashboard filters depend on the dashboard's <a href="/en/gr/752978/">_Principal View_</a>.

## Case Series

A _Case_ series is a static set of _Case_ versions. Applying a _Case_ series to a _Workbench Dashboard_ returns data related only to that set of specific _Case_ versions. _Workbench Dashboards_ support <a href="/en/gr/752963/#case-series">_Workbench Case Series_</a>, which is used by Safety Workbench users, and <a href="/en/gr/935435/#signal-case-series">_Signal Case Series_</a>, which is used by <a href="/en/gr/753121/">Safety Signal</a> users.

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      <p><strong>Note</strong>: On a <em>Workbench Dashboard</em>, you can use either a <em>Workbench Case Series</em> or a <em>Signal Case Series</em>, but not both. To remove a <em>Case</em> series, select the <strong>x</strong> icon.</p>
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To apply a _Workbench Case Series_, under the _Report Case Series_ filter section, select an option from the drop-down or select the **Advanced Search** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-binoculars-icon.png" alt="binoculars-icon" style="" />) icon to use filters and refine your search.

To apply a _Signal Case Series_:
1. Under the _Signal Case Series_ filter section, select a _Statistical Data_ ID from the first drop-down or select the **Advanced Search** icon to use filters and refine your search. Vault restricts the _Statistical Data_ options to those with the same data source as the dashboard's _Principal View_. For example, if the _Principal View's_ data source is FAERS, the _Statistical Data_ options include only those with a FAERS _Signal Source Data_. Similarly, if the _Principal View_ does not have a _Data Source_, the _Statistical Data_ options include only those with a blank _Signal Source Data_ field, which Vault interprets as Safety data.
2. In the drop-down after the _Statistical Data_ ID, select a _Signal Case Series Key_ field. The _Signal Case Series Key_ fields that appear are configured by your Admin. 
3. Optional: Hover over **Additional Information** to learn more about the _Statistical Data_ record you selected. \
After you run a dashboard with a _Signal Case Series_, Vault returns _Cases_ that match the _Statistical Data_ record on the following data:
* Reporting period
* _Product Family_
* MedDRA term
* _Signal Source Data_
* The selected _Signal Case Series Key_ matches the _API Name_ of the _Statistical Data_ record.

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      <p><strong>Note</strong>: To use <em>Signal Case Series</em> in <em>Workbench Dashboards</em> you must have the <a href="/en/gr/753121/">Veeva Safety Signal application</a> set up.</p>
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For more information about what happens after you apply a _Case_ series, see the [section below][6].

## Add Filters

The filter panel applies the same filters across all tabs of the _Workbench Dashboard_. 

On the _Workbench Dashboard_ filter panel, you can select a [saved filter][3] from:
* The _Select Saved Filter_ drop-down.
* The **Edit** icon next to the _Select Saved Filter_ drop-down. This option allows you to search, sort, and select a filter. \
The saved filters appear only for users with the _Viewer_, _Editor_, or _Owner_ role.

Alternatively, set new filters on the _Workbench Dashboard_:
1. Under the _Available Filters_ filter section, select a filter using the drop-down. Some fields require the use of <a href="/en/gr/936862/">_Dynamic Views_</a>. A _Workbench Dashboard_ can reference up to ten _Dynamic Views_ for filters.
2. Select a <a href="/en/gr/752968/#operators">condition</a>.
3. Under the condition, select a filter value. You can add only one (1) filter for a filter value.
4. Optional: To remove a filter, select the **x** icon next to the attribute you want to remove. You cannot remove <a href="/en/gr/752981/#required">required filters</a>.
5. Select **Apply** to run the dashboard with your specified filters.
6. Optional: [Save the filter][3] to this dashboard. 

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      <p><strong>Note</strong>: When filtering on a standard or custom <em>MedDRA Query</em> with more than 20,000 Lowest Level Terms (LLTs), the <em>Workbench Dashboard</em> fails to load. Refresh the browser or exit the dashboard. This limitation will be addressed in a future release.</p>
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**Result**

When you select **Apply**, Vault runs components for the active tab. When you navigate to other tabs, Vault automatically runs those tabs if you have applied new filters. Switching between tabs will refresh components only if you have applied new filters.

If you applied a [_Case_ series][1], Vault applies your filters to the specific set of _Case_ versions in the series. Learn what happens [after you apply dashboard filters][6].

## Save Filters

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      <p><strong>Note</strong>: Depending on your Admin’s configuration and your user role, button labels may differ from the general information on this page. Refer to your organization’s business processes for guidance.</p>
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You can save filters to a _Workbench Dashboard_ to regenerate the data analysis results. Saved filters are available only on the _Workbench Dashboard_ on which you saved them.

### Save New Filters

To save a new filter on a _Workbench Dashboard_:
1. After applying [filters][2] and (optionally) adding a [_Case_ series][1], select **Save Filter As**.
2. In the _Save Workbench Dashboard Filter_ dialog, complete the following information:
    * **Name**: Enter a **Name** for the filter.
    * Optional: **Description**: Enter a **Description** for the filter.
3. Select **Save**.

### Save Existing Filters

To save changes to an existing filter on a _Workbench Dashboard_:
1. Select a filter from the _Select Saved Filter_ drop-down.
2. Apply changes in the filter panel as needed.
3. Select the drop-down button next to _Save Filter As_.
4. Select **Save Filter**.

### Rename Filters

To rename a filter on a _Workbench Dashboard_:
1. Select the drop-down button next to _Save Filter_.
2. Select **Rename**.
3. In the _Rename Workbench Dashboard Filter_ dialog, complete the following information:
    * **Name**: Enter a new **Name** for the filter.
    * Optional: **Description**: Enter a description for the filter.
4. Select **Save**.

## Share Filters

To share the data analysis results returned by the _Workbench Dashboard_ with other users, you can share the filters and _Case_ series you used to generate the results. You can also manage the list of users who have access to your shared filters in the _Sharing Settings_ section.

To share filters:
1. Select the drop-down button next to _Save Filter As_.
2. Select **Share**.
3. In the _Sharing Settings_ section, you can:
    * Add users:
        1. Select **Add**.
        2. In the _Add Manual Assignment_ dialog, complete the following information:
            * **Role**: From the drop-down, select a **Role** to which you want to assign the user.
            * **Users and Groups**: From the drop-down, select a user or a user group.
        3. Select **Save**.
    * Delete users:
        1. Hover over a user.
        2. Select the **x** icon.
        3. In the _Remove Member_ dialog, select **Continue**.
    * Filter users: Next to the **Filters** icon, select a user role and/or user or group from the drop-down.
    * Export the list of users in CSV format:
        1. Select the **Actions** menu.
        2. Select **Export to CSV**.

## Delete Saved Filters

Only users with the _Owner_ and _Editor_ role can delete filters. If you no longer need a saved filter, you can delete the filter from the _Workbench Dashboard_ using the following methods:
* From the drop-down button:
    1. Select the drop-down button next to _Save Filter As_.
    2. Select **Delete**.
    3. In the _Delete [filter name]_ dialog, select **Continue**.
* From the _Manage Workbench Dashboard Filters_ dialog:
    1. Select the **Edit** icon next to the selected filter.
    2. In the _Manage Workbench Dashboard Filters_ dialog, select the **Delete** icon next to the filters you want to delete.
    3. Select **OK**.

## Filter Application Logic

Vault executes the _Workbench Dashboard_ and all components using your specified filters. Any filters you apply to a _Workbench Dashboard_ apply simultaneously to all components. In addition to the dashboard filters, for each component, Vault applies the filters defined on the component's view, if any exist.

After you apply your filters, Vault saves your filters for the next time you access this dashboard.

If you applied _Case_ series to this dashboard, Vault returns data that is related to only the _Case_ versions in this static list. Additionally, for _Signal Case Series_, Vault returns data related to only the _Case_ versions for the selected _Statistical Data_ and _Signal Case Series Key_, for example, New Fatal Count. Depending on the dashboard parameters, the results may include additional _Case Products_ and _Case Adverse Events_, which you can filter out by applying filters on _Product Family_ and MedDRA Preferred Terms (PT) matching the _Statistical Data_ record.

When you select **Clear All Filters**, Vault clears any operators (for optional filters) and filter values you set, with the exception of _Case_ series filters. To remove a _Case_ series filter, select the **x** icon beside it.

[1]: #case-series
[2]: #add-filters
[3]: #save-filters
[4]: #share-filters
[5]: #delete-saved-filters
[6]: #filter-application-logic