Hi Mark -
Thanks for your prompt reply. You certainly 'get' that we do not want to replicate several dozen widgets and reports 'N' times for 'N' different Product Teams. However our Use Case is slightly different than what you portrayed.
We actually have a Product Team "User Maintained Table' that identifies which Product Team members should be notified of certain events, such as a new Intake. However our Value Chain "Work Groups" are much more broadly defined. And we have numerous Portfolio Leaders who will want to visit various Work Group Dashboards regularly. Thus we do not seek to filter the Dashboard reports by User.
Our Intake Process actually stamps each Project Record with impacted Value Chain(s), Impacted Market(s) and Impacted System(s). Thus we have a an easy key reference field (the impacted Value Chain(s)) that we would like to use to pre-populate the Dashboard filter for each of our Value Chain Dashboards. The actual Dashboard filters work VERY nicely, but I am confident our Value Chain Teams will not want the hassle of selecting the filter for each tab on their dashboard.
I actually want the best of both worlds...... for the Value Chain Dashboards to each provide their filtered KPIs and reports without having the Value Chain teams have to set the filter and without my team having to create literally hundreds of redundant reports.
There must be a way to programmatically 'stuff' the Value Chain into the Dashboard filter as a default (and still allow the user to adjust the filter if they so desire). Thoughts?
I greatly appreciate your input.
Warm Regards,
It sounds like you would need a product enhancement, something along the lines of Dynamic Form Rules, except for instead for Dashboards.
my only other thought given that there's probably no magic bullet here is maybe you can provide as simple as possible filter on the dashboard, so tue user just hast to do one click to filter for my favorite product teams.
Mark - The filter on the current dashboard is ultra simple, but still a hassle for Work Group Teams who will view the detail on those Dashboards multiple times per day.
Agree that Dynamic Dashboard Rules would be awesome.
I will speak to the users... I may have to jam more reports and widgets vertically on fewer dashboard tabs to reduce filtering clicks. I really want to avoid the overhead of managing hundreds of redundant widgets and reports.
I submitted the case to QB also. Presume they will simply say this is not current functionality, put in a request (none of my ideas have surfaced that I know of).
