3 Replies Latest reply on May 30, 2017 10:54 AM by Jim Dehner

Link from one record to another?

Amy Carrier May 30, 2017 9:57 AM

Hello, community. Quick question. I have created a dashboard that pulls certain data on individuals. One of the data points it pulls is the individual's spouse (if applicable). Is it possible to make that field "live", so you can click on the spouse's name and it would pull up a dashboard with that person's data? Preferably in a second tab?

Thanks so much for any suggestions!

1. Re: Link from one record to another?

Jim Dehner May 30, 2017 10:28 AM (in response to Amy Carrier)
hi Amy The short answer is yes it can be done

see attached

dashboard 1 top click on category

Lower portion filters to Office supplies

click on Envelopes

and it goes to dashboard 2 and gives profit by state

Note the filters on the individual sheets and then the action going to db 2 shown below

Let me know if this helps
Jim

2 level dash for Amie.twbx 1.2 MB

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2. Re: Link from one record to another?

Amy Carrier May 30, 2017 10:48 AM (in response to Amy Carrier)

Thanks, Jim! This is very helpful - I appreciate it.

amy
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3. Re: Link from one record to another?

Jim Dehner May 30, 2017 10:54 AM (in response to Amy Carrier)

Thanks Amy

Just let me know if you have other questions
Jim
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Link from one record to another?

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