Update filters on multiple reports with a select box or button

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I have a dashboard page that has multiple reports.  The reports have a filter value in common (e.g. 'week number').  Is there a way to create some kind of user control that will allow them to select the filter value from the dashboard and update all of the filters to be that same value?

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enielsen0001

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Posted 4 years ago

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I will post a solution to this later today.
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There are three similar solutions here, Bronze, Silver and Gold.

The Bronze solution would be fine if there are not likely to be a lot of simultaneous users wanting different filters, would be to set up a table called Focus Week Number and create a single record in it. Then lock down anyone, even Admin Role from adding any more records. It will be [Record ID#] of 1.  Create any fields there would will need as filters in your reports


On your details tables, make a field called [Link to Focus Week Number] with a formula numeric field with formula of 1, which will, not surprisingly calculate to be a 1. 

Make a Relationship where 1 Week number has many details and use that [Link to Focus Week Number] field as the reference field for the relationship.  Look up the filters down into the details record and set up your reports to use that as their filter.

Then on the dashboard you can make a URL link to that Record ID# 1 in edit mode.  Just edit that Focus Week number record copy the URL and paste it in to the URL setup on the dashboard.

If you need simultaneous users to be able to have different Focus Week numbers at the same time, then that would be another question, which has a more complicated answer, but this one may be good enough for your needs.


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enielsen0001

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This looks great.  I only need one value, so this is perfect.  I look forward to trying it out and will let you know.  Thanks for the help!
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enielsen0001

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I am almost there...I think.

I have created two lookup fields in the table with one record 'Sprint Number'.  The lookup fields are 'Sprint Number' and 'Sprint Year'

In a report, under my filters I have
[Link to Sprint Number] - Sprint Number is equal to the value ?
[Link to Sprint number] - Sprint Year is equal to the value ?

I am not sure how to configure these filters to use the info in the Sprint Number table

Also, Do you attach the URL of the record ID to a button?  or bring it in as a webpage?

Thank you so much for all of your help.  If I can get this working it will be amazing!
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You want to filter where the  Sprint Week number in your data equals the lookup field of the sprint vale.  You can set a report filter to have a field be equal to "the value in the field" (and then select the field)
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enielsen0001

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Wonderful!  This works perfectly.  Thank you so much.
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Great, thx for letting me know.