Dashboard and Data Filters

Answered

4 Comments

  • Tim Grimshaw
    Comment actions Permalink

    Yeah, we've come across the same issue - to make it easier, we've used bookmarks so that someone can just select a bookmark and it will then update all 5 or 6 filters at once. However it's still a bit of a pain to set up, and obviously isn't scalable if you have hundreds of agents / organisations!

    Would be nice if there was a way to say 'Ticket organization in Dataset 1 = Ticket organization in Dataset 2' etc... so that a filter applied to one applies the same filter in the other.

    0
  • Marie-Cathrine Sørensen
    Comment actions Permalink

    Hi Aidan,

    What I do when I have a dashboard with queries from multiple datasets and want to filter them all on the same attribute is this:

    1. Add data filter

    2. Select a dataset, often I just choose the Tickets one

    3. Select the attribute to filter on

    4. Link it to the matching attribute in another dataset using the link with option - you can link to multiple datasets and attributes

    Now when selecting something in the data filter, it should affect queries from both the Tickets and the Ticket Updates dataset.

    #helpsome regards,
    Marie-Cathrine Sørensen
    Business Intelligence Analyst @ helphouse.io

    0
  • Tim Grimshaw
    Comment actions Permalink

    Oooh that's amazing Marie! Great tip! Thank you!!

    [immediately runs off to update a few dashboards] :) 

    0
  • Aidan Ryan
    Comment actions Permalink

    Marie-Cathrine, that is amazing, thank you very much. That works. It doesn't seem to work across tabs but at least I have a solution on a single tab, thank you. Also thank Tim & Hillary for their suggestions.

    0

Please sign in to leave a comment.

Powered by Zendesk