2 Replies Latest reply on Mar 15, 2017 8:59 AM by David Carr

    Dashboard Actions - Hierarchies

    David Carr

      Hi There -


      In the attached workbook, I have created dashboard that has a filter based of the field "ID". The reason I used ID and not name, is because some of the name are misspelled.


      The problem with the attached work book, is when I collapse "Manager --> Rep" Hierarchy, I cannot see the total for the manager, because the ID field has to be in there to link the two sheets. I am unable to hide the ID field, because then the action loses connections.

      Please let me know if you have any ideas on how I can:


      1) Still link on the ID field, but have the action / filter go when a rep name is click

      2) Not display the ID field

      3) Still be able to collapse to show manager totals


      Thank you!