FIlter table in dashboard based on active Row

[Phil8055]

Hey everyone,

Seeking to have a table in a dashboard automatically filter the row the dashboard is displaying.

I own a restaurant and at the end if each shift, my staff captures the shift's sales data. 

In order to capture and display the info in a more compact way than a "Detail" view, I am using a table (VENTAS) with quick edit in the dashboard. And I would like that table to only display the sales info for that particular shift.

Is there a formula to get the slice to filter only this row, or do I need to create a utility table which updates with an action(?) so the slice knows what to filter for? Or something of the sort?

Thanks

[WillowMobileSys · Accepted solution]

Dashboard views, like the one shown, have something called "Interactive Mode' - a property you can turn on that allows automatic filtering between the panels in the Dashboard view based on selected rows.  However, I don't believe Detail Views will affect the filtering.  

The automatic filtering works based on Ref type columns between tables.

In your use case, you want to filter based on a shift.  The way you would typically set this up would be to have a view/table that lists all the shifts OR a prefiltered list of shifts - e.g. shifts for the week.

Then in your Ventas table there would be a column for which shift each row belongs assigned the REF value from the Shifts table. 

When you setup the Dashboard view, add these two views and turn on "Interactive Mode"...selecting a Shift row will automatically filter the Ventas table.  Any other views added that ALSO have a REF to Shifts will also be filtered.

Filtering can cascade.  For example, if you have views for Managers, Employees, Shifts and Sales...and there are appropriate REF's between each of these tables...the filtering will be applies amongst all of them.  For example, if I were to choose Manager #1, the Employees table will filter down to the Employees that person manages AND the Shifts tables will filter down to the shifts each of those Employees worked AND the Sales table will filter down to Sales enteries for each of those Shifts.

If I next choose an Employee on this filtered Employee view...then the Shifts table will filter down to just the Shifts for that Employee AND the Sales table will filter down to just the Sales row for those specific Employe shifts.

Custom Filtering

If the Interactive Mode doesn't work for you, you can build your own Filtering logic.  It requires a dedicated table for the filtering and some extra effort.  The idea is to have an "Filter Details" entry screen where the possible choices for filtering are listed, chosen and then sabed to the filtering table.  On save, a navigation action opens the Dashboard where the vies int he Dashboard use the saved filtering criteria to filter in each of the views.  NOTE: if there are multiple users of the app, you will likely want to save the filter criteria rows per user to prevent any issues happening eith background data refreshes.

I hope this helps!

[Phil8055]

Thanks for that! Expands my way of thinking of it... 

Shifts and ventas are part of the same table. I.e. in a given shift I have cash ventas, card ventas, ventas in other forms of payment, etc. They are all columns of the same table. Do REFs work with a single table?

If not... I arrive a t this view by clicking on a table. Will try creating an action that sets the ID iof the shift in the Filtering logic table you suggest. 

Thanks again 😉

[WillowMobileSys]

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@Phil8055 wrote:

Do REFs work with a single table?

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Not for the Dashboard Interactive Mode.   

[Phil8055]

Thanks!