4 Replies Latest reply on Dec 6, 2018 5:16 AM by Ciara Brennan

    Auto Update Dashboard based on month

    Asim Khan

      Hello All,

       

      I have dashboard that contains monthly measure such as YTD and Month to Date amounts, the data source is an excel file that contains the Month name for some of columns I am using in the dashboard.

       

      There is YTD amount and MTD amount which would be the name of the current month such as November.  Is there a way to update the data in this dashboard automatically whenever the monthly data source excel file is created?  I understand I would probably have to replace the data source but I would the dashboard to update the YTD amounts, and change name of the MTD columns from last month to current month such as "October" changes to "November"