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Changing filters

  • February 18, 2021
  • 1 reply
  • 0 views
M

I have a Dashboard with approximately 10 tabs.

The time filter on each tab is bookmarked for the last calendar month with the exception of the final tab which provides a 6 month high level summary so is bookmarked for the last 6 months rather than 1.  I also have a "Ticket Organization" filter on each tab unfiltered by default.

If I filter to a single Ticket Organisation, this does not carry across all tabs unless I load each tab in full with the default filter, then go back and apply the filter to ticket organisation.  This is extremely time consuming.  This also changes the final tab to a one month filter so I've come to the conclusion we probably now need to send our customers multiple reports... for the previous months data then a trend report showing multiple months.

Has anyone else has this issue with having to load multiple tabs before applying a filter and has anyone found a work around?

Thanks

    1 reply

    H
    • Hillary12
    • February 18, 2021

    Hi Melanie,

    I don't experience this problem.  Let me talk through my dashboard set up to see if that helps.

    I have a dashboard with three tabs.  The first tab has a ticket assignee filter and a time filter.  The second tab only has a ticket assignee filter.  The third tab has no filters.

    The first and second tabs share the assignee filters.  If I open the dashboard and enter an assignee on the first tab, when I open the second tab for the first time, those values are already set and the data is filtered.

    The second and third tabs do not have the time filter from the first tab.  This allows these two tabs to act independently for time ranges.  The first tab filters based on the time, the second tab filters based on the assignee, but not the time, and the third tab filters on nothing and shows the data hard coded in the queries on that tab.

    So for me, it's a matter of removing filters from the tabs where I do not need them to apply.  otherwise, I share the filters across tabs.

    Let me know if this helps or drives you to a more specific question of your dashboard build.

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