Filter and search assets

Monitor and manage assets by applying filters or searching in the Asset Explorer. Filters allow you to find specific assets quickly regardless of how many assets your organization has. Customize and refine your search filter by selecting multiple filter values. Your view of assets is saved within a session or between sessions. Use metadata filters to refine your search using these filter facets:

• Status – Filter for assets that have the same status. For example, filter for assets with a status of Warning or Bad to identify assets that may need attention.

• Asset Type – Filter for assets based on asset type.

• Metadata – Filter for assets based on metadata, such as Location, Manufacturer, Province or State, Region, or Model.

To filter assets in the Asset Explorer

1. In the left pane, select Visualization > Asset Explorer.

2. Verify that the Assets/Asset Type selector is set to Assets.

3. Select the Metadata Filters icon to open the Metadata Filters pane.

   • Status and Asset Type always appear at the top of the filter facets list.

   • The remaining metadata facets appear in order, with the most frequently occurring facet first, followed by the remaining facets in descending order.

   • The first ten values of each facet are displayed. If there are more than ten values, select Show More to see the complete list of values.

4. Enter the name of the metadata facet in the Search field to find a particular facet.

   For more information, see Search queries.

5. Select one or more values from one or more facets to apply the filters to the listed assets.

   If you select multiple choices within a facet, an Or operator is used. For example, if you filter on status values of Warning and Bad, assets that have a status of Warning or a status of Bad appear. Across facets, an And operator is used. For example, if you filter on status value of Bad and an asset type of GE Wind Turbine, only assets that have both values appear. As you select facet values, the assets that match the values are updated and displayed in real time. The asset search chips appear in the menu bar so you can see how the asset view is filtered.

   Apply multiple filters in combination to create a unique view for your fleet of assets. For example, you could set filters to see assets that have a status of Good, are based on the GE Wind Turbine asset type, and are either in the NA or NAMER region.

6. (Optional) To remove a facet filter, select the X, or to remove all facet filters, select Clear All.