Dashboard Reporting Logical Filtering

08/18/21
Answered - Pending Review

Hello,

I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry.

I developed a Grid and Form that will be a user-friendly tool during each site visit. However, I would like to develope a formatted and summarized report of each site utilizing the information gatthered and entered in the Project Grid.

Is there a way to use the information in one row and display filtered and different metric/charts widgets, all based on a single cell?

Basically, I would like to select a baseline cell (ie. dropdown list), where all the information (metrics/charts) needed and prevously chosen will automatically fill in, based or referenced by the baseline cell chosen.

I would like to avoid creating thousands of dashboards per each site and having to re-select each cell source per metric/chart.

Note: I am using a Dashboard feature since I can't seam to create a Dynamic/Formatted Report Template. If there is a way, please let me know.



Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @CSuarezIntegra

    I hope you're well and safe!

    Yes, it's possible, but it can be quite advanced to set it up. (depending on your specific use case/needs)

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Is there any other means of acheiving this?


    I have yet to resolve this issue?

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