I have a report pulling data from multiple sheets on a dashboard: Filter Report?

I have a report pulling data from multiple sheets on a dashboard: Filter Report?

edited 07/01/20 in Formulas and Functions

I have a report pulling data from multiple sheets. I have the report on a dashboard. I would like to be able to filter the report from the dashboard? Is this possible?

Answers

  • Hi Elaine,

    There currently isn't a way to adjust the Report Criteria from a Report widget on a Dashboard - you would need to navigate to the Report itself then open up the Report builder to adjust what rows it's pulling in.

    If you have set views you want to bring in, you could create & save multiple types of Reports in one Workspace. Then you could have quick-links via the Shortcut Widget to each of the types of views, based on what the user wants to see. Alternatively, you could publish a view of each individual Sheet and embed it using the Web Content Widget which would allow you to use a Filter on that one sheet in the Dashboard.

    Let me know if either of these ideas will work for you!

    Cheers,

    Genevieve

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