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1. Re: How to add worksheets into a text box on a dashboard
Andrew Watson Oct 25, 2016 6:02 AM (in response to Carolyn Marks)1 of 1 people found this helpfulYou can just create some calculated fields containing the text and put those into a new worksheet. For example:
'•Average YTD attainment is tracking at ' + [Field] + '; median YTD attainment is ' + [Field] + '.'
Alternatively, depending on your dashboard layout, you could write this into the title of a worksheet. The variables would need to be in the Detail section of the worksheet to be used within the title.
Perhaps even creating a blank worksheet and only using the title area for this text could be an option.
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2. Re: How to add worksheets into a text box on a dashboard
Dhanashree Arole Oct 25, 2016 6:04 AM (in response to Carolyn Marks)2 of 2 people found this helpfulAre you familiar with the layout, container terminology?
As for dynamic text box, if you are using calculated field, then it will update itself depending on filter selection.
It is not suggested to embed an entire worksheet in text box though.
Here is video explaining how to dynamically change numbers / calculations in dashboards depending on parameters chosen.
Thanks,
Dhanashree
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3. Re: How to add worksheets into a text box on a dashboard
Carolyn Marks Oct 25, 2016 6:08 AM (in response to Carolyn Marks)Thanks! Didn't even think of that!!
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4. Re: How to add worksheets into a text box on a dashboard
ra.sae.0 Oct 25, 2016 6:30 AM (in response to Carolyn Marks)Hi Carolyn,
PFA workbook. My suggestions. Hope it helps. Most are self explanatory. Let me know if you need any clarifications.
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Text View.twbx 11.9 KB
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5. Re: How to add worksheets into a text box on a dashboard
Carolyn Marks Oct 26, 2016 10:02 AM (in response to Andrew Watson)Thank you all, I decided to go the custom calculation route, as I had quite a few. The results came out beautiful! I know this is asking a lot, but any ideas how to get a blue bullet point before each one of my sentences? I tried copying from word, but it copies in black. I guess not the end of the world, but blue would have been nice
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6. Re: How to add worksheets into a text box on a dashboard
Dhanashree Arole Oct 26, 2016 11:41 AM (in response to Carolyn Marks) -
7. Re: How to add worksheets into a text box on a dashboard
john.christopher Oct 26, 2016 12:13 PM (in response to Carolyn Marks) -
8. Re: How to add worksheets into a text box on a dashboard
Carolyn Marks Oct 27, 2016 6:07 AM (in response to john.christopher)Interesting. I can see how I can color my bullet now but when I add in <Calculation 2> (or course that's not the name), it appears as a <Calculation 2> vs. the actual value in the custom calculation. Ideas on how to add both the bullet and the formula in a single text?
No worries, I will tell them they will have to deal with a black bullet otherwise.
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9. Re: How to add worksheets into a text box on a dashboard
john.christopher Oct 27, 2016 12:55 PM (in response to Carolyn Marks)