Automate reports to display projects on dashboard by current user's team, not just current user's projects

  • 1
  • 1
  • Question
  • Updated 4 months ago
  • Answered
I am trying to create a dashboard that has multiple graphs / reports that would automatically filter based on a current user's team. I currently have a "Delivery Team" table with a list of the team names, a "Project Manager" table with a list of managers (with a relationship where each Delivery Team can have multiple Managers) and a "Project" table where the user goes in, selects themself as the Project Manager (Related Field from the Project Managers table) and it also includes a lookup of the Delivery Team, which pulls from the Project Managers table.

 I can easily create a report or graph and filter on the Delivery Team field to show only the projects to the related team but what I would like is for as the user comes to the application the Dashboard shows a report for all initiatives for their delivery team, not just all the initiatives where they are listed as the project manager.

 I do not have any relationships from the "Projects" table to the "Delivery Team" table, so not sure if that might be an issue. Thanks in advance!
Photo of Gene Zarnick

Gene Zarnick

  • 102 Points 100 badge 2x thumb

Posted 4 months ago

  • 1
  • 1
The Project manager table seems to be a list of individual users.  Set the Key field for that Table to be the Userid.

Then on any details table you like, for example the Projects table you can create a Formula User field called [Current User] with the formula of

User()

Then make a relationship and lookup any information about the Current User down to the details table, such as Projects, so for example look up the Delivery Team and call it [Current Users Delivery Team]  Then use that in a report filter to match on Delivery Team.
Photo of Gene Zarnick

Gene Zarnick

  • 102 Points 100 badge 2x thumb
Thank you!  Worked perfectly!