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...
Forum Discussion
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
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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
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- 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
------------------------------- Check out this video by Kirk Trachy:
Dynamic Executive Dashboard
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Adam Keever
------------------------------- MarkShnier__You
Qrew Legend
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.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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