PMI tables include a filtering component that allows you to narrow down the data displayed in a table. You can filter by one or more columns to quickly focus on the information you need.
Filtering works directly on the table and displays only the records that match the selected criteria.

Where filters are available

Filters are available on selected table columns in NextGen modules and are accessed by clicking the filter icon in the column header.

This image shows the different states of a fileter

The filter icon indicates the current state of the filter:

• Black icon – No filter is applied
• Blue icon – A filter is applied to that column
• Grey icon – The table is currently loading and the filter cannot be used

Opening the filter

1. Click the filter icon in the column header.
2. The filter panel opens below the icon.
3. Select or deselect the values you want to include in the table results.
4. Click Apply to apply the filter.

Image: Example of a column filter panel

The filter panel contains the following elements:

• Search box – Find specific options within the filter.
• Select all – Quickly select or deselect all available options.
• Options list – The available values you can include or exclude from the table.
• Clear filter – Reset the filter and return the table to its default state.
• Cancel / Apply filter – Close the filter without changes or apply your selections.

The table updates once you click Apply filter.

Searching within a filter

If a column contains many options, you can use the search box at the top of the filter.

Key behaviors:

• The search activates after two characters are entered.
• Only options that match the search term will be displayed.
• Other options are temporarily hidden and will not be included in a filter selection when a parent is selected.
• The results narrow further as you type more characters.
• The search will be applied to all levels in the hierarchy.
• Searches are not cumulative. When you enter a new search term, the previous search and its selections are cleared.

Tip: If you want to search for another item, clear the previous search first.

An X icon appears in the search field once text is entered. Clicking this clears the search and restores the full list.

Working with groups and hierarchy

Some filters contain hierarchical data, such as Property → Division → Department.

In these filters:

• Selecting a parent group selects all items within that group.
• If only some child items are selected, the parent shows a partial selection indicator.
• If all child items are selected, the parent will show a full selection.

Hierarchy indicators follow this logic:

• ✓ Tick – All children selected
• Blank – None selected
• – Dash – Partially selected

This helps you quickly understand which groups are fully or partially included in the filter.

Applying or cancelling filters

At the bottom of the filter panel you will see two actions:

• Apply filter – Applies the selected filter settings to the table and refreshes the results.
• Cancel – Closes the filter panel without applying any changes.

How filters interact with other selections

Filters always reflect the current context of the page.

This means:

• Filter options only include data currently available in the table.
• Options may change depending on other filters or selections on the page.
• External filters (for example page-level selections) take priority over table filters.

For example, if you select a specific property at page level, the table and filters will refresh and filters will only show values relevant to that property.

Sorting table columns

Some columns also support sorting.

Click the sort arrows in the column header to change the order:

1. First click → Ascending order
2. Second click → Descending order
3. Third click → Return to default order

Sorting works independently from filtering but can be used together.

Additional filtering behavior in KPI targets

The KPI targets module uses the same filtering component as other PMI tables. However, it includes additional behavior to support hierarchical department structures, KPI totals at header levels, and multi-property views.

Understanding these differences helps you interpret what is shown in the KPI targets table.

Image: Examples of a KPI filter panel with the maximum 3 selection limit

Department/Header filter (hierarchical structure)

In KPI targets, the first column (Dept/Header) follows a hierarchical structure that may include levels such as:

• Property
• Division
• Department

Some header levels may also have KPIs defined directly at that level.

To support this, the filter includes a separate “total” entry directly below headers that contain their own KPIs.

Examples:

• Property total represents KPIs defined for the property.
• Division total represents KPIs defined for the entire division.

These totals behave differently from department selections:

• Selecting or deselecting departments controls which departments appear in the table.
• Selecting or deselecting total controls whether KPIs defined at that header level are displayed.
• These totals are separate KPIs stored at that level, not recalculated from or dependent on the selected departments.

Understanding selection indicators

Hierarchy selections follow the standard PMI behavior:

• ✓ Tick – All children selectedBlank – None selected
• – Dash – Partially selected

When you open the filter:

• Partially selected sections are expanded so you can see the selections.
• Fully selected or fully unselected sections may remain collapsed.

When a filter is applied:

• All selected items are expanded and visible in the KPI targets table.

Behavior when viewing a group (All properties)

When the main breadcrumb is set to “All properties”, the KPI targets dashboard changes layout.

In this view:

• The KPI column appears first in the table.
• You can select a maximum of three KPIs at the same time. A warning will be displayed when you try to select a fourth KPI.
• If no KPI’s are selected, a message asks you to manually select up to three KPIs.
• If any KPI’s are selected, a Deselect all option will be displayed.
• If the filter is cleared or no saved filter exists, the default KPI is Average FTEs.
• No option to select all.
• Selected KPIs remain saved for future sessions.

The three-KPI limit only applies when viewing multiple properties at once and helps maintain good system performance.

✅ Tip: If the KPI targets table appears empty, check both the KPI filter and the Department/Header filter to ensure relevant KPIs and departments are selected.