My typical implementation starts with a single record ID# 1 on the single record single record on the Dashboard.
It is connected to all Users in the Users table. The purpose is simply to auto create the user if they do not exist ad in this case i land the user on the user focus record where they make their selections for their Focus. if you somehow know that you have Users created in this table then you don't need this step.
//Edit or Create a User Record for the Current User (remember to set permissions in the //User focus table)
//Set Key Field of user foicus table to userid
//User Exists - true!
//Remember to set permissions
var text AddUser = URLRoot() & "db/" & [_DBID_USER_FOCUS] & "?act=API_AddRecord"
& "&apptoken=b6rmtc2cyphwcvd4x6ur8cr3d6rd"
& "&_fid_6=" & ToText(User());
var text EditUser = URLRoot() & "db/" & [_DBID_USER_FOCUS] & "?a=er"
& "&apptoken=b6rmtc2cyphwcvd4x6ur8cr3d6rd"
& "&key=" & ToText(User());
var text DisplaySelectDateForm = URLRoot() & "db/" & [_DBID_USER_FOCUS]
& "?a=er&key=" & ToText(User())
& "&dfid=10";
var text CompareDashboard = URLRoot() & "db/" & AppID() & "?a=showpage&pageid=3";
If([# of User Focus Records for the Current User]=1, $DisplaySelectDateForm
& "&NEXTURL=" & URLEncode($CompareDashboard),
$AddUser
& "&rdr=" & URLEncode($DisplaySelectDateForm)
& URLEncode("&NextURL=" & URLEncode($CompareDashboard)))
But then the magic is that because the Key field is User, that means that i can have a relationship to any other tables using a field called [Current User] with a formula of
User()
to look up my Focus values - say Record ID# of Focus Project.
Then filter all Dashboard reports where [Record ID] of the project = Record ID# of Focus Project.
Depending on the user case one could also launch off a report of all project to set the user focus with an API to either Edit or create the Userid with that Focus and ten land the user say on a dashboard with a whole set of reports pertinent to the Focus Project.
Of course in a different use case, maybe the Focus is on a Sales Branch or a Product Category or both, to then have a whole standard set of dashboard reports filtered on some branch(es) and some Product Categories. So the sales manager might want to see everything for their own Branch, and the Product Manager may want the filter for all Branches but just their own product categories.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commark.shnier@gmail.com------------------------------
Original Message:
Sent: 12-12-2019 12:13
From: Adam Keever
Subject: Preparing Quarterly Reports for Executives
I know. I am planning to join one of his open office hour sessions and ask about it. Maybe in the next week or two.
I like the sound of that. How does the table of Users allow you to set-up that functionality Mark?
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Adam Keever
Original Message:
Sent: 12-11-2019 17:31
From: Mark Shnier (YQC)
Subject: Preparing Quarterly Reports for Executives
Thx Adam,
Kirk seemed to skip the step as to how that focus company gets passed up to the Target Company record. When I implement this technique, I usually do it based off a table of Users so that concurrent users can have their own respective focus and not interfere with each other.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
Original Message:
Sent: 12-11-2019 16:44
From: Adam Keever
Subject: Preparing Quarterly Reports for Executives
Check out this video by Kirk Trachy:
Dynamic Executive Dashboard
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Adam Keever
Original Message:
Sent: 12-09-2019 16:36
From: Ivan Weiss
Subject: Preparing Quarterly Reports for Executives
Thanks Mark and Adam for the answers! Going to play with this a bit to see if it can work.
I think I need to fix one other thing I built early on in the app preventing this idea from working right. But its a pain now for a long term fix so worth the effort. I also saw a video from Kirk about this type of thing so it looks like filtered dashboards is not such a big deal, phew!
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Ivan Weiss
Original Message:
Sent: 12-09-2019 10:13
From: Adam Keever
Subject: Preparing Quarterly Reports for Executives
Eloyse Ellerman shared an app on the exchange that utilizes a filtered report on a dashboard to apply the filter selection to all of the reports on the dashboard and only show data for the current user. Here is a link:
Dynamic Dashboard
She starts with three related tables, a circular relationship between departments and filters and one department to many activities:
The filters table is a list of users associated to departments:
She sets the proxy field to department and only summarizes data where user is current user:
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Adam Keever
Original Message:
Sent: 12-06-2019 21:59
From: Ivan Weiss
Subject: Preparing Quarterly Reports for Executives
I need to prepare a bunch of reports for executives as part of a quarterly meeting. They are built but require various dynamic filters and the ability to be compiled to one area vs execs searching for multiple reports. Any way to do this or best practices others are using?
Each report also has some different views based on who gets it so it's not even five of the same. Real pain manually.
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Ivan Weiss
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