1 Reply Latest reply on Oct 25, 2018 6:28 AM by Simon Runc

    Action filter from one dashboard to other dashboard.

    Mahesh Rakwal

      I have 2 work sheets first is opportunity kpi and other is won kpi.

      In first sheet i am showing distinct count of opportunity  and their total sales (phase filter is applied - apart from won all are applied on opportunity) and

      in second sheet i.e won kpi (phase filter is applied - - won phase is filter)

      i am showing distinct count of opportunity  where phase is won and their total sales.

      and there above both sheets are added to same dashboard as dashboard 1.

       

       

      I have other dashboard as dashboard 2 where i have added one sheet named detail, where i have detailed view (opportunity id,phase and sales)

       

       

      Now i want to give action from dashboard 1 to dashboard 2 where when i click distinct count of opportunity in opp kpi

      it should redirect me to detail view in dashboard 2 and show me detail view of those 6 opportunity id's only by applying phase filters

      and similarly if i click on distinct count of opportunity in won kpi it should redirect me to detail view in dashboard 2 and

      show me detail view of those 3 opportunity id by applying the phase filter as won.

       

       

      Thanks

      Peace