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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.
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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.

Thank you. I will try and get back.

Is there any source where I can find the demo.

I do not have a demo app.  You can just start down the path and i will help you if you get stuck on any of the steps.

Suppose I have to filter on Status.  So I created a table name Filter with 1 record (status with value completed). As said, Now how I will proceed further?

OK, so you wanted to have a Global filter or maybe a few filters.  What is that Global Filter?

I am trying to create a similar approach.  I followed your directions, but ran into an error. I have 2 tables: details (all the data) and parent table (with 1 record with a field multiple choice for customer id sourced from the details table).  I created the report to use the customer id as a user selected filter.  question 1: When I run the report, I get no results.  i am a bit mistified how this query is working so not able to debug much.
question 2: How do I make this a global filter on a page with multiple reports so the user only enters the filter once and all reports are updated?

Jonatan,
when you made the relationship, did you make the related global filter field on the "Many" side of the relationship be a formula field that would calculate to 1?

As for seeing multiple reports on one page, they can all be put on a dashboard page.  There would be a "report" of that single Global filter record at the top of the dashboard so the user can edit to select their filter.

I can continue to help you here slowly here or else contact me via the information on my website to for faster one on one assistance. 
QuickBaseCoach.com

This enhancement request has recent activity:
https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/35100934-dynam...

A native solution may be possible in the not-too-far-off future...

  • Registered
  • February 24, 2019
Mark

I am trying to do the same thing and not sure of the relationship, is it parent table has many program names or program name has many installations