2 Replies Latest reply on Mar 14, 2016 2:23 AM by greenberg methew

    Dashboard actions help

    Jessy Cool

      Hi i have dashboard which have 2 sheets showing year wise sales..

      in first sheet if i select year 2011 then in next sheeeet it must show previous year that is 2010 bar sales.

       

      how is this done please.. i have done it using parameter but i want to get this d

        • 1. Re: Dashboard actions help
          Shinichiro Murakami

          I'm not sure why you need dashboard.

          I'm saying you can get same result in single workbook.

           

          The key here is duplicating the data to get last year sales without using parameter.

           

          Dashboard

           

          Workbook

          Steps

           

          Duplicate Data

           

          In second datasource(copied one), duplicate [Order Date]

          Rename "Original" [Order Date] as "Order Date Original"

          Rename "Original Date(Copy)" as "Order Date"

          /// This helps automatic data link.

           

          Link required field,

          At least "Order Date" plus other you want to show  (In this case, "Category" is added).

           

          Rename 2nd data source's "Sales" as "Sales last year".

           

          Using primary datasource "Order Date", put "Sales" and "Sales last year" from 2nd datasource.

           

          Thanks,

          Shin

           

          9.2 attached.

          • 2. Re: Dashboard actions help
            greenberg methew

            Name or rename your dashboard.

            Specify who can view and use the dashboard.

            (Administrators only) Specify who can edit the dashboard. See Permission to Edit Project Metrics, Reports, and Dashboards.

            Select Saved Views if you want to allow users to save their current dashboard filter settings as a named dashboard view. For more information, see Using Saved Views.

             

            Permission to Edit Project Metrics, Reports, and Dashboards:

            1. With the dashboard displayed, click the Gear icon and then click Permissions.
            2. Select Only Admins, and then click Set Permissions.

            Lock Reports and Metrics:

            1. Go to the Reports page.
            2. Select the reports, that you want to change, and then click Permissions.
            3. In Permission settings, select who can edit the report.

            Change Metric Permission Settings

            1. Go to the Manage page.
            2. Click Metrics.
            3. Select the metrics that you want to change, and then click Permissions.
            4. In Permission settings, select who can edit the metric.

            Using Saved Views:

            The Saved View feature lets you save frequently-used dashboard filter settings as a named dashboard view. Your Saved Views are available from the Views drop-down menu on the upper right of the dashboard, and your currently selected view is remembered across dashboards, dashboard tabs, and logouts of the Portal.

            Enable Saved Views:

            1. Click Edit > Actions > Settings.
            2. Select Saved Views, and then click Save.

            Save a View:

            1. Set the dashboard filters to the values that you want to save as a view.
            2. Click Unsaved View > Save.
            3. In the Save current view dialog box, select the filter(s) that you want to include in the view.
            • Filters set to All and filters with no values selected are excluded from the list.
            • When you save a view, filters that you did not select are reset to their default value.
            1. 4.Enter a name for the view in the Save current view dialog box, and then click Save.

             

             

             

            Select a View:

            Click the drop down menu in the upper right of the dashboard.

            Saved View drop down menu.png

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