Dynamic Dashboard with multiple Filters

  • 1
  • 2
  • Question
  • Updated 11 months ago
  • In Progress
I want a dashboard with 7-8 reports and multiple filters. So by applying a filter, all reports change dynamically. 

See Picture Attached.
Photo of Rohit Agarwal

Rohit Agarwal

  • 552 Points 500 badge 2x thumb

Posted 2 years ago

  • 1
  • 2
I way to get close to this in a multi user environment is to have a table of Users in the app where the key field is the userid. That record will need to have all the filters which you would need.  You would probably have to have multi select field types uses to allow selecting multiple choices for one filter.  

Then in each details table where the data is, you will create a field called [Current user] with a formula of User().  That will be used to make a Relationship to the Users table, where you can then look up those values down to the details tables. 

Then they will be available for you to contrive specials version of the reports to use as dashboard reports.  So while these would not be Global Dynamic filters, the user could select their record  and specify Global Dashboard filters.

Typically, you include a report on the Dashboard of users where the user is the current user, so it easy for the user to locate their user record. 
Are you saying that you have 15 different fields that you need to filter on?  yes, if so then you will need to bring down 15 lookup fields to each of the details tables.
Photo of Rohit Agarwal

Rohit Agarwal

  • 552 Points 500 badge 2x thumb
Is it a best practice to do. Any other alternative.
Well, it is the only native solution as far as I know.  The concept was just demoed at the recent EMPOWER meetings and no one chimed in to say there was a better native solution.  If course, nI suppose that with scripting, anything is possible if you happen to be a coder. 

The only other thought I have is there is a QuickBase feature called an Application variable, which is global across all tables.  But even if you made some kind of API buttons ot update those, regular users do not have Admin permission to update those variables. 
Photo of Rohit Agarwal

Rohit Agarwal

  • 552 Points 500 badge 2x thumb
I can understand. I was about to meet you and want to talk you about this but unable to spot you in the empower. Yes, It is simply achieved by coding. I was part of the App-a-thon and did the same by using scripting languages.
I will do more research and try to come up with a solution.

Thanks
Photo of Niraj Shah

Niraj Shah

  • 122 Points 100 badge 2x thumb
I'm running into a situation here where I've got the relationships and lookups created however how do I update the dashboard reports properly? I can add the new lookup field to the filter but what do I compare it to? The only options I have is where the lookup field is equal to / contains a value from another multi select field.

Thanks!