I write today as I am looking for some help with a calculation for a dashboard. To set the right context for my problem let me give you a bit of background – my company has a huge hierarchy! Last time I counted it in total it was about 13 columns wide and about 8,000 rows long.
What I am trying to do is go build a dashboard that allows users to view the viz at their appropriate level of responsibility, so that a director, department head, group manager and team manager can view the data at their level.
Right now, I have a parameter that allows a user to choose the appropriate level of aggregation for the view. I have used a calculated field to create 3-4 filters which allows the user to select the values.
The idea is that the director is probably not going to want to individual employee names. That would probably be delegated down the “chain of command”. What I do think is that the director is going to want to see the summed amount at all levels below his/her level. The department head would want to see the summed amounts below their level and so forth.
In my example that is attached, if you are the director then select director from the Level of Detail Parameter.(Note: I know this not the best name it is not an LOD calc but I wasn't sure of a good name.) Now you see Filter 1 populate with the next level down - Department.
If you are a group manager then select group and you see filter 1 and 2 populate and so forth down the ladder.
I said all of that to say this - what I am trying to do is to be able to show the various levels of the data without the use of a parameter. I know this going to be some fancy calc but I am not sure how to go about creating a calc like this.
The parameter control is a little awkward to use and explain for a user's experience, so I am trying to rework that logic. Additionally, I saw recent article on how to create a "reset filter" button which requires a dashboard action that acts upon the filter but not the parameter. If logic could be developed to reset the parameter to a nominal value then I could work with that solution as well.
Thanks in advance!
Scott
Steve,
I have tried what you said and it's not falling into place. Attached is a simple sample workbook that I created when trying to read and understand what you answered. Do you think you can "fix" this for me so I can see what your talking about?
I am on v2020.2
Thanks,
Scott