Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
Dashboard bling...
The dashboard is a set of views - currently it does not have tools to ask for parameters to pass them to all views comprising the dashboard.

Say, for instance, I have a dashboard with 5 views all having a simple filter. If I could change the filter for all 5 views at once, we could have a really powerful dash. Especially if you are using print preview on explorer and converting to a PDF to make forms (i.e. business proposals see attached). It's just faster to use and customize than exporting to .docx form, which always needs to be re-saved with new changes. See the attached proposal I made... I'd like to see what other people are doing like this too. Please show off (anyone). HRC Proposal # 1371.pdf

Sam Parish
Date Created
12/2/2010 7:59:14 AM
Date Updated
12/30/2011 7:18:31 PM
New Idea
Promoted By
Rick CogleyNathan Phillips (CW)Philipp Matuschka
Sam Parish
Rick Cogley 12/8/2010 3:55:32 PM
Sam, thanks for sharing that info. That gives me some ideas on how to use Dashboards more, and indeed, it would be good to have a mass filter update, as well as (per a separate ideaexchange submission) the ability to manipulate in other ways like sending emails and so on. --Rick
Sam Parish 12/9/2010 10:10:16 AM
FIGURED IT OUT.... So long as all your records are linked to a master table>record, you can have lookups pull that field (I used a text field called "SHOW THIS ONE") and use it in a formula for all the views on the dashboard. It is so sweet, and looks exactly the same as the example proposal shown above, but with less effort. Thus all your table records are either "on" or "off" based on the master field. Still would like to see some examples of what other people have done with views and dashboards... we learn from examples!
Philipp Matuschka 8/18/2011 11:52:53 AM

How did your example to show only data for one Proposal or Client or whatever, rather than showing all the records in your database?
Sam Parish 8/18/2011 8:25:47 PM

Support helped me do it differently... I use it every day. So powerful.

They helped me make a User specific table where a user picks what proposal they want to work on. When said User creates themself, and picks a proposal, the formula = "1" otherwise zero. All proposals and related tables are filtered with "1" to show up.
Sam Parish 8/18/2011 8:26:29 PM
Crack Estimator = Sam, sorry.
Nathan Phillips (TDD) 12/30/2011 7:18:31 PM
Here's a description of how I do filterable, multi-table reports using dashboards: http://teamdeskdeveloper.com/2011/12/29/filterable-multi-table-reports/
Back to Search Results