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How do I use default data filters in user setup (and what do they affect)?
Article Details

Last Updated
14th of September, 2020

Applies to
WinSPC 8.2, WinSPC 8.3, WinSPC 9.0

Introduction
You can configure Default Data Filters at the User and User Group levels in WinSPC to reduce steps within your WinSPC Users' workflows. 

These Default Data Filters affect:

  • Opening the Variable or Attribute Analyzer (no prompts)
  • Previewing/Printing a standard Report (with prompts)
  • Exporting data from the Right-click menu of an Administrator Tree object (no prompts)
  • Opening a Data Set (with prompts)
Default Data Filters Do NOT affect:
  • Send to CWR from the Right-click menu of an Administrator Tree object
  • Dashboards
'(with prompts)' above means that if you have configured prompted parameters in your Default Data Filter, you will be prompted for the items.

Configuration
Default Data Filters can be configured either at the User level or the User Group level. 
  1. Right-click on either the User or User Group that you would like to set a Default Data Filter for, and select 'Properties'.
  2. Select the 'Defaults' tab. 
  3. In the 'Default Tata Filter area, select 'Custom'. users.png
  4. Press the 'Data Filter Setup' button. This brings you to the 'Data Filter' window, where you can now configure your Data Filters, just like you would in a Data Set or within the Variable or Attribute Analyzer. 
  5. Once you are satisfied with the changes, press 'OK' in the 'Data Filter' window, and press 'OK' again in the 'User'/'User Group' setup.

At this point, the 'User' or 'User Group' that you have configured will now use this Default Data Filter that you have configured. 

NOTE:
 This is only a Default for the Data Filters, meaning that your User will still have the ability to change the Data Filter, should they have permission to do so.


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