1 Reply Latest reply on Jan 27, 2019 7:03 PM by Rodrigo Calloni

    "Button" selection option

    Anna Adezati

      Dear all

      I need to prepare a dashboard representing only a few customers from a list.

      the data source is the data on the server

      instead of showing filter options from the full customer list, I would like to prepare a kind of "button" selection option with the possibility to choose the customers.

      but I do not know if this is possible and how to do and which is the correct naming for this operation

       

      can you please help me?

        • 1. Re: "Button" selection option
          Rodrigo Calloni

          Hi Anna

           

          I am using Sample Superstore to simulate your use case.

           

          First I am creating a simple calculated field to pick the customers I want to show as buttons:

           

          [Selected Customers]

          IF [Customer Name] = "Aaron Bergman" THEN [Customer Name]

          ELSEIF [Customer Name] = "Aaron Hawkins" THEN [Customer Name]

          ELSEIF [Customer Name] = "Aaron Smayling" THEN [Customer Name]

          ELSEIF [Customer Name] = "Adam Bellavance" THEN [Customer Name]

          END

           

          Then pick [Selected Customers] and add to Columns

           

          Next, right click the Null and select Hide.

           

          Now add the Selected Customers field also to Text.

           

          Right click the table headers and untick Show Header.

           

          Now it is just a matter of formatting. You can add grid lines to complete your buttons and you should end with something like this:

           

          Screen Shot 2019-01-27 at 9.58.05 PM.png

           

          You can now drag these buttons to a dashboard and create a dashboard action that filters the other sheets in the dashboard once these buttons are clicked (Selected).

           

          Screen Shot 2019-01-27 at 10.00.41 PM.png

           

          Here is the dashboard I created to test this solution:

           

          Screen Shot 2019-01-27 at 10.01.57 PM.png

           

          A click on each name will change the bars:

           

          Screen Shot 2019-01-27 at 10.02.36 PM.png

           

          I am sending you the workbook so you can check how this works at the end.

           

          I hope this helps you!


          Rodrigo