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1. Re: Can we use an existing group when grouping values manually in dashboard?
Yuriy FalJul 13, 2018 3:02 PM (in response to Andy Piper)
Hi Andy,
I suppose your analytic user(s) to (re-)group on a dash
then to save / share results as Custom View(s).
For this scenario your dashboard (both views) would be modified slightly.
The fine point is to make the Group Headers visible (and available to users)
instead of the [Record ID] on the Ungrouped Records view.
So one should not be using the 'Other' options on this Group field.
Users would make selections / groupings on the Ungrouped view
and see the results on the other one (All Records w/Group Status).
A calculated field would be placed on the latter to mimic the 'Other' behaviour.
The main drawback of the above layout is that it becomes impossible
to un-group the items already grouped. Besides, one should be thinking about
the initial groupings (being made upon publishing a dashboard).
Please find the attached w/mods.
Hope it could help a bit.
Yours,
Yuri
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GroupTest_v10.5_YF.twbx 417.6 KB
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2. Re: Can we use an existing group when grouping values manually in dashboard?
Andy Piper Jul 16, 2018 8:02 AM (in response to Yuriy Fal)Great help. Thanks Yuriy.
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3. Re: Can we use an existing group when grouping values manually in dashboard?
Yuriy FalJul 16, 2018 9:03 AM (in response to Andy Piper)
Andy, you're always welcome.