I am trying to figure out what might be the best way to set up/configure a dashboard.
In the past, I have tried to stack sheets and filter with relevant values. This worked to a certain degree but was not a 100% solution. Back to the drawing board for me!
I think that part of this issue is due to the fact that my company has 5 or 6 lines of business (LOB) and we are trying to offer up the maximum flexibility for the user. I know that controlling/setting proper expectation's is part of the answer but I wanted to exhaust all possibilities before I have to go there.
What I want to do is from our opening dashboard, I want to select a LOB like SALES. I imagine this being a parameter control.
Once a value is selected on the opening dashboard, I want that value to "transfer" to the 2nd dashboard and filter the values. I would continue this same logic until I get to the bottom of the hierarchy of the company.
An example of this is:
1. Opening Dashboard - User selects a Company Department = SALES; the value of SALES is passed to Company Department Dashboard.
2. Company Department - User selects a Company Unit = AUTOMOTIVE; the value of AUTOMOTIVE is passed to the Company Unit Dashboard.
3. Company Unit Dashboard - User selects a Company Team = TRUCKS; the value of TRUCKS is passed to the Company Team Dashboard.
4. Company Team Dashboard - Only the TRUCKS Team appears.
Any ideas on how to "connect" dashboards by passing a value from one to another. To me this sounds like "escaping a string" in VBA, but I am not sure if this can be done or not.
Thanks in advance for your help and ideas!
You can achieve this through action Filters. There are Plenty of examples in Community on moving from one Dashboard to other via action Filters. Here is one: