Hello, I hope everyone is doing well!
I have been building dashboards for various stakeholders within the business I work for and someone brought to my attention the filters for each chart/badge on their dashboard. I was wondering if there is a way to “auto generate” (similar to Template Studio using multiple Data Views) the blocks on a dashboard??
Does anyone have suggestions or tips/tricks?
Hi @barron.smith,
The dashboard page filters for charts and badges is based on the page members selected in the data view that is linked to the tile. Right now, there is no way to auto generate the pages the same way that we can in template studio for multiple data views, but the closest thing would be to use page hierarchy groups.
Take a look at the article below:
Filtering Tiles Through Page Members in Dashboard
Tiles on your dashboard screen are meant to give you quick and easy access to information in the form of either badges or charts. We can filter through this information in each tile individually by page members, however, we can also group tiles that are alike to filter through page members simultaneously.
We can go ahead and add filters to specific tiles by specifying which page dimensions you want to be able to filter by in the tile properties. You can only add page dimension filters to tiles that are using a data view (You can only add filters to chart tiles and badge tiles unless the badge tile is using a fixed value).
Now when you navigate to the tile that you have set a filter for, you will see an icon on the top right-hand side of the tile allowing you to set your filters (
). You can click on this icon and filter through your page members.
Let’s take this to the next level and group some tiles so we can filter through their dimensions all at once.
Navigate to Dashboard Studio and open your Dashboard file. On the top-left-hand side of the screen, you should see a button called “Edit Layout”
Click this button to add tiles to a group
When you click this button, you will notice that all the tiles that can be added to a group have a plus sign on the tile indicating that the tile meets the requirements to be added to a group.
The prerequisites for adding a tile to a group is as follows:
• A dashboard can only contain one tile group
• Only tiles that use data views can be added to tile groups (only chart tiles and badge tiles)
• The data views linked to the specific tiles must come from the same cube
• The data views must have page dimensions
You can go ahead and click the tiles that you want to be grouped together.
You will notice that the tiles you have selected are now highlighted blue indicating they are a part of the tile group.
Once you’ve made your selection, you can hit the “OK” button on the bottom-right-hand side of your screen.
You will now see a pop-up asking you to select which page dimensions you want to filter by.
Now, when you open your dashboard, you will notice an icon next to some of your tiles (
). This indicates that the given tile is a part of the tile group that you have created.
You can filter through page members in this tile like normal but now all of the tiles that are a part of that tile group will also be filtered to view the same page member selection.
Thank you so much, this is a great solve to my problem.
HI, is there a way to change the Page Member Selection display order? We have consolidated financial statements and my data views are set at the consolidated level first with all the children companies below it. When I group the tiles together, I get the lowest key number of the entities first. When users open the dashboard, the lowest key numbered company is what appears first, and it should be the Consolidated level.
Hey Amanda, we actually just an into a similar problem. We realized Page Member Selection is in alphabetical order, so our fix was to build an Alternate Hierarchy renaming the levels with either a special character, or “less than” numbering system.
I hope that helps!
That does help! It seems like that might be a good feature for future Prophix. It’s crazy because my hierarchy is exactly how I need it to appear, and having to create another work around seems unnecessary. Thank you Barron!
