Restrict Values in Dashboard?

ChaunyT

Hello Community,

I have a dashboard that I allow a team to view. Each team has their own book of business, and I want them to be able to see how much money they have available in an easy way. I calculate it with formulas on the back end, and want to provide it in the existing dashboard. Is there a way I can restrict certain columns to specific team members?

Andrée Starå

Hi @ChaunyT

I hope you're well and safe!

Here's a possible workaround or workarounds

• Premium App, Dynamic View
• Premium App, WorkApps
• Published Reports
• I recently developed a (what I call), Dynamic View Light. It's quite advanced, but in short, it uses cross-sheet formulas and INDEX/MATCH and a specific structure and method, so it's only possible to show data that should be available.

Would any of those options work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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