--- title: "Use Parameters in AI Dashboards" slug: "r365-intelligence-use-parameters" description: "Create parameter selectors in AI Dashboards for dynamic what-if controls. Let viewers switch data views without editing the dashboard." updated: 2026-04-15T21:30:11Z published: 2026-04-15T21:30:11Z canonical: "docs.restaurant365.com/r365-intelligence-use-parameters" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Use Parameters in AI Dashboards Parameter selectors are customized dashboard controls that, when added to a dashboard, enable users to switch views and run what-if scenarios. Parameters must be created before they can be used. There are two different types of parameters including value and element list. Once a parameter is created and added to the datasets panel, it can be added to a parameter selector or to the filter panel to have a dynamic selection filter. Parameter filters will appear as a filter option in view mode. Parameter selectors will appear as a dashboard element. When a parameter is selected as a filter qualification for a visualization, then the parameter will control the visualization. Multiple parameter selectors or filters can be added to a dashboard. Visualizations must be linked to each parameter to be affected by any selections made to the parameter selectors/filters. When selection(s) are made on a parameter selector or filter, the visualization will update to reflect the selections made. Using parameters on a dashboard involves the following steps: 1. Create a parameter. 2. Add a parameter to a parameter selector or as a filter. 3. Add the parameter as a filter qualification for a visualization. 4. Use the parameter. --- ## Parameters - Video [Intelligence Parameters](https://player.vimeo.com/video/1181662930?h=e9dcae578d&badge=0&autopause=0&player_id=0&app_id=58479) --- ## Parameter Types and Creation Methods ### Parameter Types | Parameter Type | Description and Use Case | | --- | --- | | Value | A fixed value such as a specific date, number, or text string. Value parameters are used to create metrics to apply to the dashboard. Value parameters are best for setting goals, thresholds or reusable constants. These are used to set parameters that won’t change or will rarely change, such as always considering a 10% discount in sales projections. | | Element List | A parameter created from an available attribute that allows users to select a data value such as a specific location or category. Element list parameters are best for filtering down data by one or several attribute elements. These are used to set parameters that users can interact with, filtering data by choosing elements from a list. | | Object | Created from attributes or metrics. Users select either attributes or metrics to make the dashboard dynamic without editing the layout of the dashboard. Use an object parameter when switch between metrics or attributes without rebuilding visuals on a dashboard. When an object parameter is used, the data does not filter, the data changes based on the metric or attribute selected. | ### Creation Method Parameters can be added to dashboards as a parameter filter or onto a parameter selector. Only visualizations with the parameter(s) as a filter qualification will be updated as the parameters are controlled. | Creation Method | Description and Use Case | | --- | --- | | Filter | Adds the parameter to the filter panel to create a dynamic filter. This will apply to the dashboard as a filter that can be controlled in View Mode from the filter options. > [!NOTE] > Parameter filters differ from attribute filters in that they are dynamic. The selections can be managed in view mode, as needed. Attribute filters are locked to their chosen values/settings and cannot be changed. | | Parameter Selector | Adds a a parameter selector to the dashboard as a dashboard object. In View Mode, parameters can be controlled from the selector. The display of the selector will be determined by how it is configured in edit mode. | --- ## Create a Parameter Before being used on a dashboard, a parameter must first be created. To create a parameter, follow these steps: *Click steps to expand for additional information and images.* **1) Open a dashboard into **edit mode**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3GE7400X.png) **2) Click the Datasets panel click **Create Parameter.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S0PX31OP.png) **3) Select whether to create a **Value,** **Element List**, or **Object** parameter** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8D2336WS.png) **4) **Configure the parameter.** The parameter options will be dependent on the type of parameter** | Value Parameter | Element List Parameter | Object Parameter | | --- | --- | --- | | Requires the following: - Parameter name - Description - Data Type - This is the type of value that will be used for the parameter. The data may be a number, text, big decimal, or a date and time. - Allowed Value - These are how the parameter gets its value. It can either be a **user** **input** where users enter a chosen value, **a fixed list** that gives users select options, or a **range** that defines a minimum, maximum, and step value. > Additional fields may appear dependent on the selection. - Default Value | Requires the following: - Parameter name - Description - Attribute - Requires the selection of an attribute from the datapoints list. | Requires the following: - Parameter name - Description - Objects - Select **either** attributes or metrics. There cannot be a mix of attributes and metrics. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BZK3R2EV.png) | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E4AVFVP0.png) | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LVROW6IF.png) | **5) Once the selections have been made in the Parameter Editor, click **Create**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0L0OXI3K.png) **6) The new parameter will now be listed in the Dashboard Parameters section on the datasets list and available for use. Parameters use a blue icon.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-76WR204O.png) ### From an Attribute Parameters can also be created directly from an attribute that has already been added to the Datasets panel. To create a parameter from an attribute, follow these steps: *Click steps to expand for additional information and images.* **1) On the Datasets panel, locate the **attribute** that should be made into a parameter.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M2I7NJIJ.png) **2) **Right click** the attribute.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KIM7X7XA.png) **3) From the option menu, select **Duplicate as Parameter**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NBDQKRL6.png) **4) The new parameter will appear under the **Dashboard Parameters** section.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5HJ1SQPY.png) To edit the parameter, **right click and click Edit**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-POGZ0YYF.png) --- ## Add a Parameter Selector or Filter ### Add a Parameter Selector To add a parameter selector, follow these steps: *Click steps to expand for additional information and images.* **1) From the top center ribbon actions, click the **Filter** button.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M2KZ1YOZ.png) **2) From the dropdown, click **Parameter Selector.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CRHH7UUE.png) **3) The parameter selector will be added to the page.** The parameter can be moved or resized as needed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2ASGDBNN.png) **4) On the datasets panel, locate the **parameter** that needs to be added to the selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SFLA1JOA.png) **5) **Drag and drop the parameter** onto the parameter selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2025-10-01_00-00-58.gif) The parameter will be added to the selector. **6) To edit the display or settings for the selector, click the **menu button**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IZVFI4ZU.png) **7) Select an option from the menu. Users will have the following options:** | Selector Menu Option | Description | | --- | --- | | Sort Ascending By | Sorts the parameter options ascending by the selection. | | Sort Descending By | Sorts the parameter options descending by the selection. | | Include | When selected, the parameter selection(s) will be included in the data. | | Exclude | When selected, the parameter selection(s) will be excluded from the data. | | Dynamic Selection | Set a dynamic selection. This is not available for every parameter. | | Selection Required | Require a selection on this parameter. | | Reset to Default | Resets to the default settings. | | Display Attribute Forms | Selects attribute forms to display. The options available will vary based on the attribute selected. | | Display Style | Opens the style options for how the parameter options are displayed on the selector. Ex. Search, checkboxes, radio buttons, slider, link, drop-down. | | Limit Element Source | Select the source of the data. Select one dataset, multiple datasets, or all datasets. | | Hide Title Bar | Hides/Shows the title bar of the selector. | | Format | Opens the Format tab on the Editor panel. | | Copy Formatting | Copies the formatting of the selector. | | Paste Formatting | Pastes any copied formatting to this dashboard object. | | Rename | Enables editing of the selector’s name. | | Delete | Deletes the parameter. | | Advanced Options | Opens the option to rename the parameter. | Once set, the parameter selector will be available for use. ### Add a Parameter Filter To add a parameter filter, follow these steps: *Click steps to expand for additional information and images.* **1) On the datasets panel, locate the **parameter** that needs to be added as a filter.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K9EXQ7PI.png) **2) **Drag and drop the parameter** to the filter panel.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/Location parameter drag.gif) **3) To edit the parameter filter settings, click the **parameter menu icon**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F9S3WLN8.png) **7) Select an option from the menu. Users will have the following options:** | Selector Menu Option | Description | | --- | --- | | Sort Ascending By | Sorts the parameter options ascending by the selection. | | Sort Descending By | Sorts the parameter options descending by the selection. | | Include | When selected, the parameter selection(s) will be included in the data. | | Exclude | When selected, the parameter selection(s) will be excluded from the data. | | Show Option for All | Show/hide the option to select All. | | Dynamic Selection | Set a dynamic selection. This is not available for every parameter. | | Selection Required | Require a selection on this parameter. | | Reset to Default | Resets to the default settings. | | Display Attribute Forms | Selects attribute forms to display. The options available will vary based on the attribute selected. | | Display Style | Opens the style options for how the parameter options are displayed on the selector. Ex. Search, checkboxes, radio buttons, slider, link, drop-down. | | Limit Element Source | Select the source of the data. Select one dataset, multiple datasets, or all datasets. | | Filter by Rank | Filters the parameter based on a selected metric or attribute. | | Delete | Deletes the parameter filter. | | Advanced Options | Opens the option to rename the parameter. | Once set, the parameter filter will be ready for use. ### Use a Value Parameter in a Created Metric To use a value parameter in a metric, follow these steps: *Click steps to expand for additional information and images.* **1) At the top of the Datasets panel, click **Create Objects**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VHH1TOXF.png) **2) From the dropdown, select **Metric**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TV7L0H4C.png) **3) Use the formula editor to **enter a formula**. The value parameter should be used in the metric formula.** When the parameter is used in the metric calculation, the value set in the parameter will be used in the calculation. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NNB9Y93H.png) Read more about [creating metrics.](/doc/docs/r365-intelligence-creating-metrics) **4) **Save** the metric.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MGVLYKDB.png) The metric will be added to the datasets panel and is now available for use in the dashboard. --- ## Set Visualization Filter Qualifications Parameter filters and selectors only control the visualizations that the parameter in the filter/selector is linked to. To link a parameter to a visualization, it must be set as a filter qualification. To set visualization filter qualifications, follow these steps: *Click steps to expand for additional information and images.* **1) **Hover over the visualization** that needs to be linked to the parameter filter/selector. This will enable the visualization options.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7M1II5LA.png) **2) When the menu button is available, click the **menu button**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DAFKQGX5.png) **3) From the menu, select **Edit Filter**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U1457XCI.png) This will open the Advanced Filter Editor for the visualization. **4) In the Advanced Filter Editor, click **Add New Qualification**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RY9NUD7V.png) **5) Use the **search or scroll** to locate the parameter.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D21O3SO2.png) **6) **Select the parameter** that is on the filter or selector.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RKDGIBW2.png) **7) Click **OK**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-05X5RNRT.png) **8) Once the parameter is added. Click **Save**.** If the visualization needs to be linked to more parameters, click Add New Qualification and repeat the steps as necessary. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IICL8RUH.png) Repeat these steps for each visualization that should be linked to any parameter(s). Once the visualizations are linked to the parameters, they will be controlled by the parameter selections. --- ## Use a Parameter Parameter filters and selectors can also be used in view mode. ### Use a Filter Parameter Parameter filters appear in the filter options in view mode. To access, click the filter button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L78WYLSV.png) in the top right corner. From the filter options, click the name of the parameter, make the selections, and then click **Apply**. The example below utilizes the *Checkbox* display style, and the filter is set to *include* the parameter selections. Once Apply is clicked, the connected visualization(s) will update to represent the data based on the selection(s). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2025-10-02_15-10-48.gif) ### Use a Parameter Selector Parameter selectors appear as an object on the dashboard. To use a parameter selector, engage with the parameter controls. The example below utilizes the *Checkbox* display style, and the selector is set to *include* the parameter selections. When the boxes are checked, the connected visualization(s) will update to represent the data based on the selection(s). > To edit the selector settings, return to edit mode and click the selector’s menu button for options. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2025-10-01_13-12-21.gif)