Report based on multi select dropdown

klizotte

Hello,

I want to tie in an employee name with their development interests (Multi drop down) to the actual projects they have been assigned to and the business area that coincides (another multi drop down) End result would look like this and I would want to include in a dashboard.

Name - interest- Task - business area

John Doe - Cooking, Gardening - landscape- Gardening

Thanks!

Kate

Krissia B.

Hello @klizotte ,

 

Just to clarify, do you mean to make a report in your dashboard to be viewed only by an employee that has their assigned development interests & business area that is relevant to their task?

If so, you can create a report from the sheet and add a filter so that the current user viewing the report in the dashboard will only see their own content, while also including a filter to allow yourself (owner) or anyone else you would like to assign to be able to view everything else. I've provided screenshots below on what this would look like.

Below image: owner or whoever you assigned to see everything in the Report.

Below image: the employee and their development interests & business area it relates to.

 

Visit the link here: Create Filter Criteria to Control Data in Report Builder for more information on this topic.

If I misunderstood your question, may you please provide us with additional details such as screenshots of your sheet & setups (note: please remove any sensitive data on the screenshot) so we can further assist you!

 

Cheers,

Krissia

klizotte

Hello, Unfortunately I can't seem to open the pictures :( It is taking me to a salesforce page and I have tried to log in multiple times. Can you show the pictures? Thanks,

kate

Genevieve P.

Hi @klizotte

I've updated the images from the previous post to be in a different format. Please let me know if you can view them or not!

Thanks,

Genevieve

klizotte

Thank you! Yes, I can view the pictures. The results that you are showing are similar but I am not worried about a filter.  I will ask this in a different way. I have one sheet with tasks, business area, employees, etc. I have another sheet with multiple pull downs for employee interests, employee specialties and employee name. To set up the sheets so I can create a chart, I have the following questions;

Can I use the multiple pull downs or do I need to create a sheet with each separate interests and specialties as separate columns? What formula do I need to use to pull together; Employee name, Employee interests, tasks that have been assigned with matching business area? Not sure where to start with laying out the 2nd sheet :) thanks!

Genevieve P.

Hi @klizotte

When you say "create a chart", can you clarify what you mean? Are you looking for a chart or graph like in this Help Article: Charts in Dashboards?

Or do you just need this data grouped together and listed? If this is the case, you can create a Report like above, but select both sheets. The rows from each sheet will be in separate rows (so it won't combine together information from different sheets/columns onto one row). However, you could Group the Report by the Employee Name (as long as it's the same column name and type across both sheets). See: Configure Grouping to Organize Results in Report Builder

It would be helpful if we could see screen captures of both of your sheets (but block out sensitive data), and a visual example of what you're looking to achieve.

Thanks!

Genevieve