I have created a report that is filtered on a column A. The column has values (B,C,d,E).
I filtered the report to show values = B and C
When the end user views the report on the dashboard in local widget, how can I only show them values B and C (relevant values that have been filtered) instead of all 4 (B,C,D,E)?
This confuses the end users when they do not see any data in the report if they select D or E in the filter.
Hi!
I’m not sure I 100% understand the question, but you could add a Locked Global Filter for values B and C affecting the required report/s
(see https://support.gainsight.com/Gainsight_NXT/Reports_and_Dashboards/User_Guides/09_Global_Filters_For_Dashboards). This will be visible for end users. eg:
If you mean the inline filters within the report in a dashboard, or the options in a global filter within a dashboard, I don't think you can customize the available options there.
Something that you can do, is add a description to the report explaining those limitations. When they hover over it in the dashboard, the end users will see that text. This will not avoid for them to try to apply a inline filter that will not return records if XYZ conditions are not met, but at least they will have a warning/explanation about it.
Hope this helps,
Thanks. My question was actually around customizing the in-line filters within the report in a dashboard. I have raised an idea on that as well.
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