Hi all, I'm building a dashboard in Quickbase, and ran into a couple issues: 1) I would like to add multiple report widgets to the same dashboard, each showing a subset of data from the same table, with different filters applied. The issue I'm running into is that it seems that filters need to be applied at the dashboard level, thus affecting every report widget on the same dashboard (thereby making it impossible to show different subsets of data in two or more different widgets). 2) Additionally, it doesn't look like it's possible to save filter selections--every time the page is refreshed, you would have to repopulate filter selections manually. Has anyone else found a solution for these issues? Thanks in advance! ------------------------------Daniel Marshall------------------------------

I should've also mentioned that if you have several users acting concurrently they will step on each other's toes as the settings are being put into a single record ID number 1. There is another approach which is a little more complicated to set up where the user selections are set in a table of users where the Key Field is the user ID. Under that set up then you can have as many users making changes as you want and they won't step on each other.------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

One choice is to make a single record helper table called dashboard filters. So create that table and create a single record and then block anyone including the admin from ever adding or deleting records in that table.The record ID of that single record will of course be 1. Make a relationship from this table down to your detailed tables based on the reference formula field that calculates to 1. The formula will be 1. You can create any filters like date ranges or "Regions - whatever .....", on your settings table and look those up down to your details tables. Create reports which you will use on the dashboard which will respect those filters. Put the single record table report on your dashboard so users can easily edit their filters there. For the filters on your report be sure to deal with a situation where the user leaves a particular filter blank. You want to make sure the report will result in all records if a filter is left blank.------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

Thank you Mark, much appreciated!------------------------------Daniel Marshall------------------------------

Applying filters at the report widget level vs. to the entire dashboard

MarkShnier__You
Qrew Legend
3 years ago
One choice is to make a single record helper table called dashboard filters. So create that table and create a single record and then block anyone including the admin from ever adding or deleting records in that table.

The record ID of that single record will of course be 1. Make a relationship from this table down to your detailed tables based on the reference formula field that calculates to 1. The formula will be 1.

You can create any filters like date ranges or "Regions - whatever .....", on your settings table and look those up down to your details tables. Create reports which you will use on the dashboard which will respect those filters. Put the single record table report on your dashboard so users can easily edit their filters there.

For the filters on your report be sure to deal with a situation where the user leaves a particular filter blank. You want to make sure the report will result in all records if a filter is left blank.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------
- DanielMarshall
  Qrew Member
  3 years ago
  Thank you Mark, much appreciated!
  
  ------------------------------
  Daniel Marshall
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  - MarkShnier__You
    Qrew Legend
    3 years ago
    I should've also mentioned that if you have several users acting concurrently they will step on each other's toes as the settings are being put into a single record ID number 1.
    
    There is another approach which is a little more complicated to set up where the user selections are set in a table of users where the Key Field is the user ID. Under that set up then you can have as many users making changes as you want and they won't step on each other.
    
    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------

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Applying filters at the report widget level vs. to the entire dashboard