How do I create dashboards for each of my department heads to see the tasks of their team?
I want to create 1 dashboard for each of my department heads to see all of their teams tasks across multiple sheets. (One for Finance, One for Implementation, One for Account management)
Answers
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Create a report to rollup the different sheets into one report. Then create one version of that report for each of the dept heads (just add a filter). Then create one dashboard per head and park each report on the dashboard.
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Can I have a step by step for this
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When I add a filter to only show what their team is assigned to, it shows nothing
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Here's a free webinar that goes through building a Report with filters that may help: SmartStart: Reporting
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Is there a way to get an auto generated dashboard from a report?
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It keeps saying my data cannot be charted
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If you're looking to turn your information into a Chart Widget on a Dashboard, you'll need to use one level of Grouping and Summary in the Report. This is so that there are numbers to chart! 🙂
Here's a different webinar that may be more useful than the one above: Redesigned Reports with Grouping and Summary Functions
If you're still having trouble with this, it would be best if we could see screen captures of what you're seeing and what you want to do, but please block out sensitive data.
Cheers,
Genevieve
