Forum Discussion
AdamKeever1
6 years agoQrew Commander
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:
Then she add the 'User Filter' field as a lookup in the one filter to many departments relationship:
Next she does a lookup on the lookup in the one departments to many activities relationship:
Finally she applies filters to the dashboard reports where department is equal to the value in the lookup of the lookup:
IIt's pretty slick. You might be able to use this for your needs allowing the Exec's to just navigate to a dashboard and see what they need to see with little additional effort.
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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 creates a 'User Filter' summary field in the one departments to many filters relationship:
She sets the proxy field to department and only summarizes data where user is current user:
Then she add the 'User Filter' field as a lookup in the one filter to many departments relationship:
Next she does a lookup on the lookup in the one departments to many activities relationship:
Finally she applies filters to the dashboard reports where department is equal to the value in the lookup of the lookup:
IIt's pretty slick. You might be able to use this for your needs allowing the Exec's to just navigate to a dashboard and see what they need to see with little additional effort.
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Adam Keever
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- IvanWeiss6 years agoQrew CaptainThanks 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
------------------------------- AdamKeever16 years agoQrew CommanderCheck out this video by Kirk Trachy:
Dynamic Executive Dashboard
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Adam Keever
------------------------------- MarkShnier__You6 years ago
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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