Current User Filter
hypothetical situation. I have 5 work teams and each with 5 members. I have a report that i would like filter by user, and I only want the report to show that users team data.
So if user team 1 user 1 logs on i want him to see all of Team 1's stuff
If team 3 user 5 logs on, i want him to see all of team 3's stuff.
I know i could just create 5 separate reports and share that report with each team member, but in reality i'm dealing with 30+ teams and i don't want to create 30 plus reports.
Maybe i need a completely different approach? Ideas?
Answers
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Create a helper sheet that has each team and one cell with all members in it. In your work sheets, use an INDEX/MATCH formula to bring back the correct contacts for each row (matching the team name?). Then filter your single report on the column with those contacts as Current User. Each person should see rows in which they appear in that field and no other rows. Make sense?
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Adam, Like this
Helper Sheet
Team Members
Team A User1, user 2, user 3, user 4, user 5Team B User1, user 2, user 3, user 4, user 5
Main Sheet
Index Match
=INDEX({HelperSheet | Members}, MATCH(Team@row, {HelperSheet | Members}, 0))
Something like this?
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That really didn't format correctly. TEAM is a column and Members is a column. TEAM A is a cell value, and the users are a single value in the other cell
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Try making the [Team Members] column a multi-select contact type column.
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