Skip to main content
Question

Dashboard Dynamic Filter for Multiple Reports

  • November 25, 2019
  • 0 replies
  • 92 views
I am moving one of our teams from an Access Database to the QB Platform. In Access, they had a Dashboard that they really liked, but I'm not sure that it can be duplicated in QB. The screenshot shows filters under the Report Criteria heading (right side). When they filters are selected, they will apply to any of the reports selected under the Report heading (left side). I know how to add dynamic filters to a single report on the dashboard, but that is not what they want, they want to select their filters and then apply to all reports. Is this possible?

------------------------------
Hillary Hillary
------------------------------
    This topic has been closed for replies.

    • RyanStanford1
    • Quickbase Alumni
    • November 25, 2019
    I'm not sure how to execute this without some in depth custom code... and then I'm not sure it would work as anticipated... I'm following to see what others come up with.

    ------------------------------
    Ryan Stanford
    ------------------------------
    • jasonjohnson1
    • Quickbase Alumni
    • November 26, 2019
    I've always wanted to toy around with this so I made an app in the builder program. I have a Data table and then a User Filter table with a relationship that has the related field as a formula to use the current user. I bring the filter data over and use a formula checkbox to determine what to show. On the dashboard is a button that goes to a grid edit report in the user filter table to set the filter where the user can set their filter. I also have it set to show everything if no filters are applied.

    Anyway it is all setup in an app I can share to you. I will make you an admin and you can test in the 'participant' role. All I need is an email to invite you to the app. I only ask you don't make structural changes to the app and if you have questions I can help out.

    ------------------------------
    jason johnson
    ------------------------------
    Terms & ConditionsAccessibility statement