0 Replies Latest reply on Jan 31, 2017 7:36 AM by Nasir Khan

    Automatic Filtering without Selecting (use value in dashboard already)

    Nasir Khan

      Is there a way to set a filter on a sheet without having to select a field?

      This is what my data set looks like:

       

      Chain Num

      Cust Num

      Cust Type

      Customer Segment

      1

      13060

      55

      Allergy

      2

      21301

      55

      Allergy

      3

      25549

      55

      Allergy

      8

      12400

      70

      Ambulatory Surgery

      9

      14151

      73

      Ambulatory Surgery

      10

      16408

      71

      Ambulatory Surgery

      10

      21546

      70

      Ambulatory Surgery

      15

      5980

      50

      Hospital

      15

      6210

      50

      Hospital

      15

      6887

      50

      Hospital

       

      I want to be able to click on a Cust Num and then only see the chain, type and segment that belong to that cust num; this is a simple action filter. I’ve done this already. However when I click on Cust Num 13060; I want the dashboard to show Customer Segment: Allergy, Cust Type: 55, Chain Num: 1 but also want to so all Cust Num in the customer segment Allergy & when Cust Num 12400 is selected I want to show all cust num in the Customer Segment- Ambulatory Surgery. I want to do all this without having to click on the Customer Segment (Sheet 4) after I select a Cust Num (Sheet 1).

       

      I am using 5 different data sources that can/will be exactly the same, it is a business need.