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
OK, so you wanted to have a Global filter or maybe a few filters. What is that Global Filter?
- 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.
My table name is Filter with field name Staus and value Completed. - The status Field should be a multiple choice field with any of the status that you might want to Filter on.
The next step is this
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. - How about I have to apply multiple filters at different sources instead of one. Do I create a column of each filter in a table or there is any other way.
- If you are going to use multiple filters, then the process is the same. You would set those filters on the single record, look them up to your details tables and use them as report filters.
- Means I have to create columns of every filter.
- I am not really understanding about extra columns on the report. I was referring to the report filters.
