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Hello,

 

I have a dashboard that requires the following actions:

 

1. I want to be able to select one single customer.

Dashboard - Auto Filter Target View Based on Field Value from Source View

2. Selecting this customer will filter the first view by that customer and show their sales by product

pastedImage_1.png

3. Because each customer has one and only on "Segment", I AUTOMATICALLY want my second view to filter only on the Customer's Segment. This will result in showing ALL customer sales by that one segment.

pastedImage_2.png

 

4. This is what the dashboard should look like after selecting the single customer:

pastedImage_3.png

PROBLEM: I cannot figure out how to filter a second view based on field values from the previous view. I do not want the user to have to select the "Segment" via a parameter or a filter. I need this to happen automatically upon selection of the customer.

 

I've attached the workbook.

 

Any help would be greatly appreciated!

 

Cheers,

Meghan

11 answers
  1. Jun 28, 2018, 8:30 PM

    Howdy,

      Attached is another way. I'm making the assumption only on customer id is being selected at a time.

     

    EDIT: I didn't attach anything the first time.

     

    Regards,

    Gerardo

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