Is there any way to create a dashboard of some sort where I can keep a list of saved filters, whereby with a single click I can clear the existing filter and apply a different saved filter?
(Either that or do the same thing with user-defined hotkeys??)
I found on other task management applications (e.g. MLO) that using a mouse is the thing that slows everything down. Personally it also tends to give me RSI. So the computer keyboard should be used as much as possible. And where not possible everything needs to be set up with as few clicks as possible.
I am experimenting with Results Manager, however as far as I can see its queries results seem to just be 'flat' lists and seem to lose all the hierarchies... whereas in MM saved filters you still get to see the hierarchies.
If you click on the Power Filter icon (the funnel in the bottom right of the map window or in the Filter group in the View tab on the ribbon) you should see a drop-down option for either Saved Queries or Manage Saved Queries. This allows you to save any query that you create and then manage these queries.
Once the queries are saved however you don't have to go into the dialogue box to apply (and remove) them. Simply click on the funnel icon and the query names should appear in the drop-down menu, so in effect you can get to them with two mouse clicks. Removing a query of filter requires only a single click on the Remove Filter icon (which appears the map is filtered).
Also dashboard maps which can roll up selected topics from one or more project maps in a single map have just become available with version 2017.1. While these won't filter in their own right you can filter them after creation and in fact have several different dashboard maps, each saved with a different filter (see my comment here).
But applying a saved filter seems to take a minimum of 2 clicks. i.e. You need to click on "Show" before you can find and click on the saved query, yes? Worse, if you don't have the View tab open it then become 3 clicks.
I shall have a fairly large number of saved filters (maybe 20 or 30) so it may end up being more than 2 clicks if I need to scroll.
What is also frustrating is that I can't see how to MOVE saved filter queries so that I can create a sort order that makes sense so as to allow me to find the one I want more easily.
Is there any possible way of adding a saved Query directly onto a Ribbon?
Yes, I am aware of ResultsManager, which I am still evaluating. However it seems to spit out "flat" results. i.e. It shows a long list of topics that all match the criteria, but you lose the hierarchy from that view, which makes it hard to read. (Yes, you could click on each one to find out where it is on the mindmap it comes from , but that's starting to get time consuming... And also I can't see pattern to what the default sort order for the tasks is, meaning you have to name and read each one very carefully...)
Whether or not you can get icons for the filters themselves directly on the ribbon is something that people with more programming skills than me can advise on, but if you could establish multiple dashboard maps each with its own filter then you could possibly construct a a menu of links to them based on a floating topic in the project map. Each menu item could link to a separate filtered dashboard map.
Is it possible to get the same map file open on different tabs - each with differing filters open?
However I'm slightly hazy about what you mean by a "dashboard map"...
Is that a map with a link to another map? And if so is is possible to burn a filter into that link?
In answer to your first question, the short answer is no - you can have only one map open in one window at a time, the partial exception being that you can have a map and a Gantt view of the same map open together in the same window.
Regarding dashboard maps, yes these can be constructed as either separate stand-alone maps, or based on floating topics in the same map. I've written a post on how to set them up on my blog here (please note you need version 2017.1 or better to access the new dashboard maps feature).
I had hoped that it would be possible to create a filter in these maps and then save them in the filtered state to create the scenario you describe. My idea was that you could save several dashboard maps linked to the same central project map with each dashboard being saved with different levels and types of filtering. Ideally these maps could then be reopened in their filtered state.
Unfortunately this isn't the case. While dashboard maps can be filtered and saved in the filtered state, when they are reopened they are unfiltered, even though the filtered map warning is visible. The filter is still there and can be reapplied after opening the map, but having to go through the extra clicks partly defeats the purpose.
I'm pretty sure this is a bug, especially as in certain circumstances the dashboard map will even duplicate subtopics and branches (refreshing the rollup removes the duplicates). I suspect what happens is that when the map is opened the filter is applied and then the rollup occurs (if you watch as a filtered dashboard map is opened you can see only the filtered topics appear to be followed a split second later by the rest of the map). This should happen the other way around - rollup refresh followed by filtering.
While this makes filtered dashboard maps less helpful for your purposes they still have their uses. You could for example use a dashboard to show a specific set of branches which you then filter, or set up and save particularly complex filters as a separate dashboard.
But I think what I want is the ability to apply different previously saved filters. And to be able to jump between about 20 of such filters VERY trivially - ideally at a single click.
This sort of thing is absolutely crucial when you are dealing with large numbers of topics.
As I said previously, it's disappointing the we can't just build up our own logical expressions and create our own filter using AND and OR and NOT and brackets etc.
Given how powerful MM is in so many other ways, I find it extremely surprising that MM's filtering seems to be so weak. I am now trying to decide whether such weak filtering is a deal-breaker for me... :^/
While dashboard maps can be used to track numeric data stored in topic properties from different maps and potentially to consolidate this information across maps (which is something I hadn't thought of), I suspect their primary purpose was intended to be more the tracking and summarising of task information across multiple maps.
Like a lot of things to do with MindManager however, a new or updated feature can have a range of uses, both intended or unintended. Therefore I thought it might be worth exploring the potential to use dashboard maps combined with filters.
As I indicated before, I found that you can filter dashboard maps and save them in their filtered state but there is a bug which results in them reopening in an unfiltered state. Not only does this increase the number of mouse clicks involved in using dashboard maps as a way of saving a range of filters; it also makes it difficult to save and use dashboard maps with multiple filters as they have to be reapplied one-by-one.
If this bug could be fixed so that the rollup was applied before the filter it would make dashboard maps much more useful in applying complex filters, especially as it appears possible to rollup other dashboard maps within a dashboard map (edit: I may have spoken too soon on that one. While it is possible to create "stacked" dashboard maps in this way, it seems that they subsequently crash on opening).
I do agree with you however about the limitations of MM's filtering system. It would be great if as you suggest we could have the ability to construct and save logical expressions in a similar manner to the way in which users can now put together complex expressions regarding topic properties. This would be a very powerful feature in its own right, but even more so if you could combine it with dashboard maps that filter properly on opening.
John, When you use your filters do you also need to use the task pane? Or could we display the list of saved filters in the task pane to provide you a quick way to access them?
John, When you use your filters do you also need to use the task pane? Or could we display the list of saved filters in the task pane to provide you a quick way to access them?That is a very interesting question. And me thinks the answer is not obvious.
In summary here is what I want to be able to:
A. Save about 20-30 filters, that I can name.
B. Change their positions relative to each other so that the user can group them into ways that make sense to him/her. (If difficult an alphabetic sort of stuff that I can easily rename would be okay, just.)
C. Create filters with full unrestricted complex logic statements (i.e. ANDs, ORs, NOTs, >, <, and brackets etc)
D. Be able to access them with as few clicks as possible, no matter what I'm doing.
The last part (D.) is tricky...
Although MM already has quite good hotkeys I think it should be possible to make absolutely everything to happen by using just the keyboard without using the mouse at all, as this tends to be about 10 times faster.
So ideally I think we should be able to fire up these saved filters just buy using hotkeys that the user can define. They should toggle on and off.
Now, IF we can have on user-defined hotkeys on our named/saved queries, then it doesn't matter so much where you access them by mouse!
The simplest thing would be to have another icon in between the "Filter - Show" icon and the "Remove Filter" icon, called say "Saved Queries". I think they need their own icon because those 11 existing Task Filters are already getting in the way vertically and we will never have room for so many names in one column. Moreover when it does run out of space, it should then start to take up two vertical columns.
But what is crucial is that the hotkeys that we have defined are also visible in a column to the right of the filter names. Ideally if the user right-clicks on them, the user should be able to change either the name or the hotkey right there. In order to work well, you would need to make sure about 20 -25 characters of saved filter name to be visible.
I would ideally like to be able to change the sort order of these filters pretty easily too - possibly by some action following a right click (e.g. click on an arrow up or an arrow down? Either that or drag??) That said if renaming is trivially easy, like I say, it wouldn't be a disaster to simply sort them alphabetically.
But if user defined hotkeys are NOT possible to allocate for each saved query, then I would vote for being able to allocate our own icons for each filter and have them appear either along the bottom of the screen next to the Gantt Chart icon. Or failing that, I would have them be able to appear individually on Custom tab. However both of these options are pretty fiddly for the user to set up, so if humanly possible I would firmly vote for a user-configurable hotkeys for each saved filter.
I don't think it would really work having our named saved queries on any of the tabs on the right, because that would be at least one extra mouse click to change tab, plus they would take up quiet a lot of room here. Conceivably they could be listed on their own brand new tab at the right but the list of tabs is already looking pretty busy.
Overall my main recommendation is to give them user defined hotkeys, and then I don't care too much where they can be found by mouse, just so long as where I've found them I can actually see the hotkeys.
Trying to help - that's the best I can do.
Sia, thanks for your reply. While it was mainly asking a question about John's saved filters proposal it touched on some of the points I raised, so I wanted to respond to your statement that "... I can't provide an immediate solution to your issue".
I'm assuming that you're referring to my comment regarding the order in which filtered dashboard maps open - first filtering, then refreshing the roll-up, rather than the other way around.
This is much more of a concern than the other issue which I mentioned - the instability of "cascading" dashboard maps. This latter issue is more understandable and I assume arises because the final dashboard would need the intermediate dashboards to be open and the roll-ups updated. It also appears to be an intermittent fault as at times I can get the cascading dashboard maps to open without crashing.
The filtering and roll-up order is a more serious issue however because the ability to reopen dashboard maps in their filtered state would a great way to use these maps. Furthermore there is another bug on top of this - the "Map is Filtered" warning appears at the bottom left of the screen, even though the dashboard map obviously isn't filtered. While I hold out hope that the filter-rollup sequence might be reversed, at the very least the Map is Filtered warning should be removed when a dashboard map opens without the filter being applied.