Association User Properties with data filtered on a Dashboard

There may be cases when you place many views on a dashboard and a current user needs to filter them by the same criteria at a time.

To create such interactive dashboards, you can associate some data with particular user via User Property Table. The best thing is that you have an access to any column from a record related to a current user in any formula without creating any relations. Such ability allows you to pass a parameter(s) to any formula column or filter condition which can be useful for different scenarios.

For example, you place the "Monthly Sales", "Quarterly Sales" and "State Sales" views on the dashboard. Each view includes the Date column and you want to filter the data by From and To date criteria in all three views at a time. At first you should create such filter as the new table view of the User Property Table. This view will allow modification of the current user properties directly on the dashboard. After that you can include the following filter condition to the "Monthly Sales", "Quarterly Sales" and "State Sales" views:

Between([Date], User[From], User[To])

So each time when you change the "From" / "To" values in the Filter, the system will update the corresponding current user property and reload all views on the dashboard with a new set of data.

To create the interactive Dashboard Filter, make the following steps:

If your database does not include the User Property Table, you have to create it.

Create the "From" and the "To" date columns in the User Property Table.

After that create a table view in the User Property Table and name it "Dashboard Filter".

Edit the view settings: check the Custom Formula option and add the formula [User]=User().

Then mark the Custom Columns option and add the "From" and the "To" columns to this view.

Create the Table View Button and name it "Change filter". Edit button settings and check the Allow user to edit column(s) option and select the "From" and the "To" columns.

This button should be displayed only in the "Dashboard Filter" view.

Edit the settings of the "Monthly Sales", "Quarterly Sales" and "State Sales" views and add the following custom formula to the Filter section: Between([Date],User[From],User[To])

Place the "Dashboard Filter" view on the dashboard.

As a result to specify the "From" and "To" date criteria, click on the "Change filter" button in "Dashboard Filter" and enter values you need. These criteria will be applied to the "Monthly Sales", "Quarterly Sales" and "State Sales" views.

Basing on the above mentioned steps you can add other filter columns like Record Owner etc.

Next: Common Filter for several views on a Dashboard