Dashboard Dynamic Filter for Multiple Reports
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 ...
Forum Discussion
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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Ryan Stanford
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MarkShnier__You
Qrew Legend
Qrew LegendThis 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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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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- 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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