Can I use a cell value in the sheet as a filter for a report that I'm using to populate a dashboard?

Dougski

Scenario: I have a dashboard that updates every two weeks (sprints) that uses several reports to show work completed, in progress, and blocked (all three different reports). Each of those reports represents data from the master backlog file, based upon the current sprint as a filter for those reports.

Complication: The current sprint is a dropdown value in a cell, but that value is also presented in the sheet as an informational row at the top. If I want the report to update from sprint to sprint, I have to manually update the report filter to choose the new sprint for each of the three reports.

Desired State: I want the report to filter on the current sprint value from the cell in the worksheet (that gets updated automatically based upon a Vlookup in another sheet), but I do not know how to represent that value as one of the filters for those three reports.

Andrée Starå

@Dougski

Glad we got it working!

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Andrée Starå

Hi @Dougski

I hope you're well and safe!

Not sure I follow, but it sounds like it's possible!

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, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Dougski

Hi Andree,

I'll share the sheet and a report with you shortly. I'll give more details in the those sharing notices. Thanks!

Andrée Starå

@Dougski

Glad we got it working!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Dougski

Andree''s suggest was as follows and it worked perfectly.

• 1. Add a so-called helper column (checkbox)
• 2. With this formula, =IF([Summary Sheet Value]# = [Fitlter Value]@row, 1) (This assumes you have a summary sheet field that you can reference and replace your "Filter Value" with the Column Name that you want your report filtered upon).
• 3. Make the formula a column formula
• 4. And then update the Report with the the helper column check box as "checked" as your filter.

Full Credit goes to Andrée Starå for this solution. I just wanted to document it here in case others wanted to do this.

Andrée Starå

@Dougski

Thanks! You beat me to it! 😉