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jeffrey_coleman
jeffrey_coleman
Helper ⭐️
Mar 22, 2017 5:59 AM UTC

dashboard filter

I'm trying (trying being the operative word) to build a dashboard with a common set of filters. But in my trying what I discovered is that (as least as I'm understanding this) if I built a report without a common filter and then tried to include that on my dashboard, the rest of the filtering breaks.

Here's my use case... I want to show overall team retention against a specific CSMs retention. Or total number of open opportunities for the team alongside the specific CSMs number. The total team number should have either no filter or a locked filter to all users, whereas the other reports should respect the global dashboard filter.

      9 replies

      venky_reddy_k
      venky_reddy_k
      Helper ⭐️
      Mar 22, 2017 6:15 AM UTC
      Hi Jeff,

      Thanks for bringing this up. We are targeting this for Summer release (Aug 17). Will keep this thread updated as we progress.

      Venky
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      jeffrey_coleman
      jeffrey_colemanAuthor
      Helper ⭐️
      Apr 12, 2017 4:10 AM UTC
      Adding on to this a bit. As I've been working through the reporting, I couldn't seem to get the filter to work as I had expected it to. All of my reports are filtered to the CSM Name, so why did I keep getting the message that there were no common filters?

      It turns out the "paths" are different.
      1. Opportunity -> Account ID -> CSM -> Name
      2. [Relationship Type] Scorecard Sc Fact -> Account Id -> CSM -> Name
      Now, as far as I'm concerned it's the last thing that matters: I want to filter these reports by the CSM for the account. I've got one MDA object (user) which is related through the CSM field on the Company.

      The whole point of a dashboard is to bring together different views of data onto a single page. The dashboard filter should work so long as the filters are common at the [i]end of the filter path. How we get there shouldn't matter.
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        venky_reddy_k
        venky_reddy_k
        Helper ⭐️
        Apr 12, 2017 6:22 AM UTC
        Yes Jeff, completely agree. The dashboard filters should work so long as the filters are common at the end of the filter path and thats how the solution for the next release is designed.
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          jeffrey_coleman
          jeffrey_colemanAuthor
          Helper ⭐️
          Apr 12, 2017 8:04 PM UTC
          That's awesome. One more reason I can't wait for summer!
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          jeffrey_coleman
          jeffrey_colemanAuthor
          Helper ⭐️
          May 12, 2017 3:48 PM UTC
          Do we know if this is going out in the May release?
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          venky_reddy_k
          venky_reddy_k
          Helper ⭐️
          May 15, 2017 2:36 AM UTC
          No Jeff. this is planned for Summar (Aug'17) release.
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            ben
            ben
            Helper ⭐️⭐️⭐️
            Jun 9, 2017 8:25 PM UTC
            Thanks for the back and forth on there. So I am reading this right, I'll be able to put in a filter for the ENTIRE DASHBOARD rather than a single repot (assuming there is a filter criteria that is common for all the reports)?

            Thanks!
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            -Ben
            venky_reddy_k
            venky_reddy_k
            Helper ⭐️
            Jun 12, 2017 4:59 AM UTC
            HI Ben, you are right.

            Thanks
            Venky
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            manmeet_dosanjh
            manmeet_dosanjh
            Helper ⭐️
            Aug 17, 2017 10:04 PM UTC
            That's perfect! Just what I had emailed Support about but then I saw this post. Looking forward to this feature. 
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