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Dashboard Dynamic Filter for Multiple Reports

  • 1.  Dashboard Dynamic Filter for Multiple Reports

    Posted 18 days ago
      |   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 18 days ago
    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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  • 3.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 17 days ago
    Edited by Mark Shnier (YQC) 17 days ago
    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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  • 4.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 17 days ago
    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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  • 5.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 17 days ago
    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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  • 6.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 16 days ago
    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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  • 7.  RE: Dashboard Dynamic Filter for Multiple Reports

    Posted 16 days ago
    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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