DASHBOARDS & QUERIES
I don't really know how to explain what I am looking for... We have several different teams (from 1-24) and what I would like to figure out is how I can have one generic dashboard where the reports, ...
Forum Discussion
Congratulations on having the sanity to not go down that path of 24 reports and 24 dashboards.
The way I do this is to have a table of users where the Key field is the userid. I the have a multi select field called say [Teams Filter] for the teams that that user is on, meaning that their reports should be filtered for.
Then the magic is to create a relationships to any detail tales used in reports where the reference field on the right side is [Current User] with a formula of
User()
Then lookup the the [Teams Filter] down to details and filter a SINGLE report were either the ToText of the Teams Filter contains the record [Team] or else the [Teams Filter] is blank meaning no filter. I would make a formula checkbox field to do that logic ad then filter the reports on the checkbox formula field.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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The way I do this is to have a table of users where the Key field is the userid. I the have a multi select field called say [Teams Filter] for the teams that that user is on, meaning that their reports should be filtered for.
Then the magic is to create a relationships to any detail tales used in reports where the reference field on the right side is [Current User] with a formula of
User()
Then lookup the the [Teams Filter] down to details and filter a SINGLE report were either the ToText of the Teams Filter contains the record [Team] or else the [Teams Filter] is blank meaning no filter. I would make a formula checkbox field to do that logic ad then filter the reports on the checkbox formula field.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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