Current User Dashboard Help
Hello there! I am trying to build an employee portal where one of our staff can see a dashboard that contains just their information. I have two sheets, one that tracks TO DO's and one that tracks GOALS. I would like them to see only their assigned tasks. I know there is some way to set this up so the dashboard shows only current user, but for the life of me I cannot figure it out! Any advice much welcomed! (or links to helpful articles also appreciated!)
Best Answer
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Hi @Dana234
To create a dashboard that contains only the current user's information, you add a report to the dashboard that is filtered by the current user.
You need to share both the base sheet and the report with your staff to display the user's information.
In the image below, Juni Miyazaki is accessing the dashboard. So, his "To-Do 4" is displayed.
(Link to the published dashboard. You will see an image similar to the one at the bottom, as you do not have access to the sheet and report.
In the dashboard's Report Widget setting, set the View Mode to "Their own perspective".
Published User's View
Answers
-
Hi @Dana234
To create a dashboard that contains only the current user's information, you add a report to the dashboard that is filtered by the current user.
You need to share both the base sheet and the report with your staff to display the user's information.
In the image below, Juni Miyazaki is accessing the dashboard. So, his "To-Do 4" is displayed.
(Link to the published dashboard. You will see an image similar to the one at the bottom, as you do not have access to the sheet and report.
In the dashboard's Report Widget setting, set the View Mode to "Their own perspective".
Published User's View
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Legit - You are my hero! THANK YOU!!!!
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Honored to be your hero! Always here if you need anything.π
