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Setting up the search functionality on Open Expenditures

Users visiting your Open Expenditures app have the ability to search Department, Vendors, and Categories directly on from the homepage.

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Below are steps for setting up the search functionality.

1. Navigate to your Ledger dataset in the Administrative Panel under Dataset Mappings.

2. Once you are on the dataset, click the Green Visualize tab > Data Lens > New Data Lens.

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3. A Data Lens page will automatically be generated. Typically a search card is included on the page but if there is no search card, add a search card to the Data Lens page. For instructions on adding cards, follow this link.

In order for the search functionality to work on Open Expenditures, there must be a Data Lens page with a search card created from the Ledger dataset. 

As this data lens page typically only serves this singular purpose, we recommend making the lens private.

Note: Deleting this data lens page will result in errors with the search function.

 

 

 

 

 

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