custom choices in dashboard

ram prasad
Tera Contributor

Hi, I have requirement in dashboard. I want choice to select(custom list) and apply filters to reports. Choices are not exist in the system.

let say for example we have 3 different business Units in my organization. each Business unit have multiple assignment groups. I need choice to select business unit not assignment group. example: I want choice BU1, BU2, BU3(these are not exist in system.).. I want to define them as  BU1= group1+group2+group3 , BU2=group4+group5, BU3=group6+group7+group8
How do I group few groups as one choice?

1 ACCEPTED SOLUTION

Sohail Khilji
Kilo Patron
Kilo Patron

Hi @ram prasad ,

 

You can create 3 GROUPS as BU1,BU2,BU2 and add all the groups under this business unit group , so it becomes a parent child group. Now in report you can group it by Business Unit Group instead of actual groups...

 

I hope this helps...


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6 REPLIES 6

Sohail Khilji
Kilo Patron
Kilo Patron

Hi @ram prasad ,

 

You can create 3 GROUPS as BU1,BU2,BU2 and add all the groups under this business unit group , so it becomes a parent child group. Now in report you can group it by Business Unit Group instead of actual groups...

 

I hope this helps...


☑️ Please mark responses as HELPFUL or ACCEPT SOLUTION to assist future users in finding the right solution....

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AndersBGS
Tera Patron
Tera Patron

Hi @ram prasad ,

 

On this matter I agree with @Sohail Khilji . Create 3 groups.

 

if my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards 

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

ram prasad
Tera Contributor

@AndersBGS @Sohail Khilji 

Thank you Anders/Sohail for your kind response.

 

I will check this option and see how it works. Actually the reports in dashboard are from different tables. It has to apply for all the reports. 

I see few people are writing script in dynamic content block (table : content_block_programmatic). I am not good at xml scripting. Let me check for that as well. meanwhile kindly let me know if you can find the script to apply filter for all the tables with this approach.

Hi @ram prasad ,

 

No script is needed. Create the 3 groups and afterwards create an interactive filter where you map the different tables to that interactive filter. 

 

if my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards 

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/