7 Replies Latest reply on Jul 11, 2016 12:16 PM by Barbara J Otto

    Dynamic dashboard titles

    LyNea Tomas

      Hi,

       

      Is there a way to create a dynamic dashboard title based upon your filters as well?  Example:

       

      Dashboard Title:   Commerce - <Filter 1>  - <Filter 2> - <Start Date> through <End Date>

       

      Filters that i have showing throughout the dashboard would be

      Filter 1: Country

      Filter 2: State

      Date filter

       

       

      The dashboard title will then dynamically change based upon whatever is selected in Filter 1 or Filter 2.  I have seen a few other examples in which they all involve creating a parameter and using a series of "If - Else" statements which is not necessary for this case.  I do understand that if you put in a text file box, you can insert certain dynamic fields (i.e. Full Name, Parameters); however, I would like to use the filters within my report as part of the titles.

       

      Cheers

        • 1. Re: Dynamic dashboard titles
          Robin Kennedy

          Not sure this can be done with the standard dashboard title object (without using fancy parameters but that's a pain)

           

          However, rather than adding a Title object, you can add a blank worksheet and have that appear to be the dashboard title instead. See the attached for an example...

           

          Hope that helps...

          4 of 4 people found this helpful
          • 2. Re: Dynamic dashboard titles
            LyNea Tomas

            Hi Robin,

             

            Thank you for taking a look.   However, I tried to create a blank worksheet and place the necessary filter on the new worksheet, but when i added the worksheet to the dashboard it shows blank worksheet.

             

            Can you write out the steps of how you were able to do that?

             

            Regards,

             

            LyNea

            • 3. Re: Dynamic dashboard titles
              LyNea Tomas

              Nevermind...I figured it out!!! Thank you very much for your help and your suggestions.

              • 4. Re: Dynamic dashboard titles
                Robin Kennedy

                Sure.

                 

                In your blank worksheet, add something to level of detail... SUM(Sales) or something like that... anything will do.... This just tells the worksheet to connect to your data set but doesn't draw anything.

                 

                Then in the dashboard, double click the blank worksheet's title and edit the text to include the fields which you want to display in the dashboard - adding them from the drop-down is the easiest way.

                 

                To do the To and From dates, I had to create some calculated fields in the data source - just min(Date) and max(Date). I added these to the level of detail in the worksheet so that they were available to the worksheet in the title.

                 

                Remember to set your filters up so that they apply to the blank sheet (or apply to the whole data source)

                 

                Capture.PNG.png

                4 of 4 people found this helpful
                • 5. Re: Dynamic dashboard titles
                  mehak jaggia

                  Hi Robin,

                   

                  This is helpful. I just want to confirm is this possible to do in the text boxes.

                  Suppose if I want to add a text box and want to add the filter value in it.

                   

                  Is it possible?

                   

                  Regards,

                  Mehak

                  • 6. Re: Dynamic dashboard titles
                    Cameron Collins

                    No, I do not believe you can. When using the 'insert' option with a standard text box, the only parameters available in the drop down context menu will be basic, system ones such as the workbook's name, the sheet's name, the user's name, or any parameter values. But as it stands now, you could not use a text box to dynamically title things using filters from other worksheets.

                    1 of 2 people found this helpful
                    • 7. Re: Dynamic dashboard titles
                      Barbara J Otto

                      Can you tell me how you get all the filter selections to show? If multiple values are selected the dynamic title will show the first few selections and then say "and 2 more" or "and 3 more" instead of the other filter selections.