1 Reply Latest reply on Feb 18, 2017 2:30 PM by Madhusudhan Khambham

    Stop Filter From Resetting On Dashboard Action

    Paul Heering

      I have a filter set on a sheet because I always want to exclude out "Non Billable" and "null".  So I set up a filter on a sheet and used exclude (see picture) and it works great.Filter On Sheet.png

      Then I put this worksheet into a dashboard and have another worksheet that I am using the dashboard action to filter down this sheet.  The function is, whenever you click a service line, it filters all sheets "below" it down to that service line.  Again it works perfectly.  See picture of dashboard action.

      Dashboard Action.png

      The problem arises when I clear the filter by clicking the service line again.  It brings back "null" and "Non Billable" so when I go back to the original sheet I see this in the filter.

      When I click "edit filter" I see this.

      Screen Shot 2017-02-18 at 2.01.48 PM.png

      Then when I click "Select from list" I can see it is back to all values.

      Screen Shot 2017-02-18 at 2.01.55 PM.png

      I'm looking for a setting that will result in "Null" and "Non Billable" always being excluded no matter what else happens.

       

      I wish I could just go into the original data set and delete them but I don't have that option.

       

      Paul

        • 1. Re: Stop Filter From Resetting On Dashboard Action
          Madhusudhan Khambham

          I'm looking for a setting that will result in "Null" and "Non Billable" always being excluded no matter what else happens.

          I wish I could just go into the original data set and delete them but I don't have that option.

           

          Hi Paul Heering

           

          By seeing the last two lines, I am suggesting this approach for you. Please use a datasource filter and exclude 'Null' and 'Non-Billable' values from your Datasource.

          Please go through this link for more details Filter Data from Your Data Source

           

          I do have this problem and i resolved with this approach.

           

          Please feel free if you have any further queries.

           

          Thanks

          Madhu K

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