1 Reply Latest reply on Nov 22, 2016 5:53 PM by Shinichiro Murakami

    Advanced Dashboard Actions

    Josh Delekta

      Hello,

       

      I'm looking for some help on advanced dashboard actions. I've attached a sample of what I'm working with. The current state is:

       

      - User clicks on the area chart to select the billing approver and the visualization updates to show only that billing approver's data

      - The worksheet below updates to only show the billing approver's data

      - User clicks off and the area chart returns to all billing approvers

       

      What is the best way to get to this future state:

       

      - User clicks on the area chart to select the billing approver and the visualization updates to show only that billing approver's data

      - The worksheet below updates to swap out "Approver Name" and swap in "Platform"

      - User clicks off and the area chart returns to all billing approvers and the worksheet updates to swap out "Platform" and swap in "Approver Name"

       

      Additionally, is there a way to:

       

      - Add a filter that would allow the user to toggle between "Billed" and "Unbilled"?

      - Select a specific week and focus in on that, deselect and return back to the whole visualization

       

      Thank you!

        • 1. Re: Advanced Dashboard Actions
          Shinichiro Murakami

          Josh,

           

          See attached file.

           

          - The worksheet below updates to swap out "Approver Name" and swap in "Platform"

          - User clicks off and the area chart returns to all billing approvers and the worksheet updates to swap out "Platform" and swap in "Approver Name"

           

          [Header with Filter Action]

          if {fixed :countd([Approver Name])}=6

          then [Approver Name] else  [Platform] end

           

           

          - Add a filter that would allow the user to toggle between "Billed" and "Unbilled"?

           

          Add parameter.

          Then create calculated filed.

           

          [Selected Amount]

          case [Select Value]

          when "Amount" then [Amount]

          when "Billed" then [Billed]

          when "Unbilled" then [Unbilled]

          end

           

           

          - Select a specific week and focus in on that, deselect and return back to the whole visualization

           

          It's conflict with "Approver Selection" and need to judge "Approver x week" selection is OK or not.

          (in case of "Approver x week" is available,  only "Approver x week" is available, Approver for entire period is not)

           

           

          Thanks,

          Shin