3 Replies Latest reply on Feb 3, 2015 12:25 PM by Matt Lutton

    most efficient way to recreate dashboard to reflect opposite end of transactions

    Jeremy Zogby

      Hi,

       

      I jumped on board later in the game working on a dashboard which was already built showing debit side of transactions.

       

      Worked on the filtering data.  Now I need to create a separate dashboard (within same file) to reflect the credit side (obviously using all the same fields and calculations)

       

      If anyone might be able to offer general and most efficient steps as to how this could be done without painstakingly recreating the wheel, that would be great.

       

      I've seen this done before and it actually isn't as daunting as it may read, but unable to recall steps at the moment.

       

      Take care