Restrict Values in Dashboard?

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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?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    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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