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Dashboard Dynamic Filter for Multiple Reports

  • 1.  Dashboard Dynamic Filter for Multiple Reports

    Posted 11-25-2019 16:03
      |   view attached
    I am moving one of our teams from an Access Database to the QB Platform. In Access, they had a Dashboard that they really liked, but I'm not sure that it can be duplicated in QB. The screenshot shows filters under the Report Criteria heading (right side). When they filters are selected, they will apply to any of the reports selected under the Report heading (left side). I know how to add dynamic filters to a single report on the dashboard, but that is not what they want, they want to select their filters and then apply to all reports. Is this possible?

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    Hillary Hillary
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  • 2.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 11-25-2019 16:40
    I'm not sure how to execute this without some in depth custom code... and then I'm not sure it would work as anticipated... I'm following to see what others come up with.

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    Ryan Stanford
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    Original Message


  • 3.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 11-25-2019 17:03
    Edited by Mark Shnier (YQC) 11-25-2019 22:44
    This is definitely is possible natively.  It will require my not so patented User Focus technique. 
    Table of users where Key field is user.  Users see only their own record on a dashboard report.  User edits their record to select filters.  Those filters are looked up down to all necessary child tables using [Current User] formula field of User() as the reference field, and then applied to dahboard reports.

    There is also a way to auto create the user in the table of users  ...  maybe contact me off line if you want help setting this up,  but that is the gist of the User Focus technique.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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    Original Message


  • 4.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 11-25-2019 20:49
    Hillary,

    I have successfully deployed Mark's technique.   It will work well across all the reports on the Dashboard.

    One thing to make it even better is to use one of Kirk's Magic Buttons on the dashboard to change the User Filter.

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    Don Larson
    Paasporter
    Westlake OH
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    Original Message


  • 5.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 11-26-2019 11:59
    I've always wanted to toy around with this so I made an app in the builder program. I have a Data table and then a User Filter table with a relationship that has the related field as a formula to use the current user. I bring the filter data over and use a formula checkbox to determine what to show. On the dashboard is a button that goes to a grid edit report in the user filter table to set the filter where the user can set their filter. I also have it set to show everything if no filters are applied.

    Anyway it is all setup in an app I can share to you. I will make you an admin and you can test in the 'participant' role. All I need is an email to invite you to the app. I only ask you don't make structural changes to the app and if you have questions I can help out.

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    jason johnson
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    Original Message


  • 6.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 11-26-2019 17:20
    You could post it to the app exchange and not have to worry about someone changing the architecture of the app in your realm.

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    Adam Keever
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    Original Message


  • 7.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 11-27-2019 08:10
    I plan to put it out there once I get some time to clean it up. It is in my builder program realm but I just realized I have an app in there to delete so I can copy the filter app.

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    Jason Johnson
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    Original Message


  • 8.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 18 days ago
    Edited by Evan Martinez 6 days ago

    Sorry I went MIA on this, I was off for a while unexpectedly, but am now back! I am very much a visual person and would really appreciate seeing your app, Jason. I'm not sure if Mark's solution would work in this case, unless I'm not understanding something. This particular app only has two users, one for data entry and the other a manager. The manager needs to be able to run reports using the client manager filter, not a user filter, since each client manager isn't a user. We hope that to change eventually and that they will all be users, but at this time that's not the case.

     

     




    Original Message


  • 9.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 18 days ago
    My suggested solution has nothing to do with the data itself. For example, you might want to have a dashboard full of reports and then being able to dynamically filter all the reports to only show a single branch.

    The point about the user focus is that two users could be sitting beside each other and have separately selected their own User Focus for the dashboard.  One is looking a filter of Seattle  Branch and the other is looking at the NYC Branch.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    Original Message


  • 10.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 18 days ago
    Hillary,

    The User field is too powerful not to deploy. 

    •  Make all the Client Managers Users of the Application.
    • Then put that User on the Deny list so that it does not count against your subscription.



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    Don Larson
    Paasporter
    Westlake OH
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    Original Message


  • 11.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 18 days ago
    Edited by Evan Martinez 6 days ago

    Good call! That also takes care of having to reprogram a bunch of stuff if they decide they want them as users later.

     

     




    Original Message


  • 12.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 18 days ago
    Although I have not yet implemented exactly what this thread is about (but it is on my very long list lol) I can as well vouch for Mark's method here.  I am using it for some other use cases and it has been a tremendous help for me.

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    Ivan Weiss
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    Original Message