How to create a Global Filter that will filter all reports and charts in one Home Page.
I have a dashboard with multiple charts and reports coming from different source tables. I want a Global Filter that will filter all charts and reports on click.
Forum Discussion
If this only needs to work for 1 set of filters at a time across your organization, then here is a solution.
Set up a new table called Global report filters and create a single record. Add 1 record and then lock it down so no one can add any new records. It will be [Record ID#] of 1.
Make dropdown fields or relationships on that record to look up or select the filter(s) you want.
On your details table, where the data is, make a formula numeric field with the formula of 1 and make a relationship back to that single record. Lookup those filters and adjust your dashboard reports to use that filter.
You will probably want to find a way to make the user aware of what filter is being applied. Depending on the type of report that may be obvious to your users or maybe you can build the filters into a Report group By heading.
Set up a new table called Global report filters and create a single record. Add 1 record and then lock it down so no one can add any new records. It will be [Record ID#] of 1.
Make dropdown fields or relationships on that record to look up or select the filter(s) you want.
On your details table, where the data is, make a formula numeric field with the formula of 1 and make a relationship back to that single record. Lookup those filters and adjust your dashboard reports to use that filter.
You will probably want to find a way to make the user aware of what filter is being applied. Depending on the type of report that may be obvious to your users or maybe you can build the filters into a Report group By heading.