FIlter to Only Show groups where logged in user is a member

[Shane Bjork]

In the Analytics center dashboard. I am looking to dynamically filter whole dashboard based on the logged in users and the assignment groups they are a member of without setting the conditions in every report. 

This was mentioned as possible in the Platform Analytics Academy however, after reviewing the filter settings I so not see an option to set the filters to only show the ones that the logged in users is a member. Is there a way to set this condition? 

[olgaredkina]

Hi Shane,

Dynamic filter options are only available for reference fields in condition builder. For your use case you would need to use related list condition. Select "Group member" table in related list condition and then select field group and you can pick dynamic conditions.

Let me know if it doesn't work for you.

Regards,

Olga Redkina

[Shane Bjork]

Thank you Olga, this does get my list down to the smaller list of groups, but it does not automatically apply to the rest of the dashboard. 

Example: I am a member of Group 1 and Group 2 (so they show up in the list) but not group 3. By default, all three groups show in the dashboard visualizations unless I go in and select one of my groups.  How do have this filter apply to dashboard automatically? 

Person 1: Can see group 1&2 so when they login they have the dashboard visualizations filtered to their groups without the need to select one of them

Person 2: Can see group 1&3 so when they login they have the dashboard visualizations filtered to their groups without the need to select one of them

I know I can set this at the individual visualization level but hoping to set this at the filter level to save time building dashboards and maintenance. 

[olgaredkina · Accepted solution]

That is correct, this filter just limit list of filter option is not applying any filter. We don't have an option to have a dynamic default filter value. What you can do if you need it to also apply to data is to apply also same filter on the individual data visualisations. A bit more work, but for In-line dashboard it is the only option at the moment.