Reports & Dashboards | Salesforce Trailblazer Community

How to dynamically hide a dashboard zone based on a filtered Mission ID?

Hi everyone,

I’m working on a Tableau dashboard where users select a Mission ID using a filter dropdown.

Some Mission IDs are milestone-based, while others are not.

I have a field [Milestone Rank], and the condition for a milestone-based Mission ID is:

COUNTD([Milestone Rank]) > 0

I have a separate dashboard section containing several milestone-related charts. What I want is:

If the selected Mission ID is milestone-based → show the milestone section.
If the selected Mission ID is not milestone-based → completely hide the milestone section.
When the section is hidden, I also want the empty space to collapse, rather than leaving a blank area.
The Mission ID list comes from the database, so new Mission IDs can be added over time.
Ideally, I want to keep the Mission ID as a filter dropdown, rather than requiring the user to manually change another Show/Hide parameter.

I tried using Dynamic Zone Visibility, but Tableau does not show my Boolean calculated field as an available value for “Control visibility using value.”

I also tried a Boolean parameter for Show/Hide, but then the user has to manually change the parameter every time they select a different Mission ID, which isn't practical.

Is there a way to make Dynamic Zone Visibility respond automatically to the selected Mission ID while keeping the Mission ID as a filter?

If not, what would be the recommended Tableau approach for achieving:

Mission ID filter → detect whether milestone exists → automatically show/hide a dashboard zone → collapse the space when hidden?

Thanks!

#Tableau Desktop & Web Authoring #Reports & Dashboards #Tableau Cloud #Automation #Analytics

6 个回答

New Games (New Game)
10月30日 07:11
This is an interesting Tableau challenge. Dynamic Zone Visibility can be tricky when its visibility logic depends on filtered data rather than a manually controlled parameter. Using a calculated field and testing the filter interaction carefully could help identify a practical solution. For additional gaming-related resources, you can also explore krnl executor apk .

10月30日 02:01

Track first-time event attendees

Hi there! We have a big annual event coming up and we track attendance for it in Salesforce which is easy enough. I want to see if the individuals who RSVPed to the event are attending for the first time. Is there an easy way to do that in Salesforce reports?

One thought was pulling an attendance report and seeing which contact records were created recently which would indicate that they're new to our organization and haven't attended our event in the past. This doesn't account for the individuals who were already in our database but either never attended our annual event or attended other events in the past, just not this one.

Are there certain report filters I can utilize to achieve this data or is this something I would need to edit after export?

Thanks!

#Reports & Dashboards #Data Management

1 个回答

Vishal Soni (MIDCAI CONSULTING)
10月30日 02:18
Hi @Troy Runge

You can do this right in reports with cross filters, no export needed. This assumes you track the event with Campaigns:
Create a Contacts report.
Add a cross filter: Contacts WITH Campaign Members, with a sub-filter for this year’s event campaign and the RSVP status.
Add a second cross filter: Contacts WITHOUT Campaign Members, with a sub-filter for past years’ event campaigns and Status = Attended.
What’s left is everyone who RSVPed this year and never attended before, whether they’re new or have been in your database for years.

Tip: if each year is a separate campaign, put them under a parent campaign or give them a common Campaign Type. That makes the “past events” filter easy to maintain.

For something longer term, add a rollup field on Contact like “Annual Event Attendance Count” (NPSP Customizable Rollups or a Flow). Then it’s just a filter of count = 0.

10月29日 21:51

how to add multiple account names with commas to a list view filter

trying to add an account filter to a list view and I have account names with commas, how do I get to not see the internal comma as a separator? I have tried using quotes but no dice. IE: how do I had Salesforce, Inc. to the filter?

#Reports & Dashboards

2 个回答

Vishal Soni (MIDCAI CONSULTING)
10月30日 01:32
Hi @Derek Johnson

There’s no escape character for commas in list view filters. Quotes won’t work, because the comma is always treated as a separator.

On top of Matt’s suggestions, a few options I’ve used:
Use “contains” with a unique part of the name, for example “Salesforce, Inc” becomes “Salesforce”. Check it doesn’t pull in similar names.
If the list is a fixed set of accounts, add a checkbox or picklist field (for example “Key Account”) and filter on that instead of names. It’s cleaner and easier to maintain.
For a formula field, use SUBSTITUTE(Name, “,”, “”) and filter on that.

10月21日 20:13

how can i add payment page fields into a custom report?

Hi everyone,

I'm trying to pull direct and influenced donations in a campaign hierarchy. I built the report for

all time, but i also need to narrow the report down to a specific timeframe (Q1, Q2, etc). The report type i made for all time is called "Campaigns with Influenced Donations (Customizable Campaign Influence)". I need to copy the report i made to include payment page fields but i don't see this available and I don't know if i have the ability to make this myself.

#Campaign Influence #NPSP #NPSP Admins #Campaign Influence Models #Reports & Dashboards #Reporting #Reports #Custom Fields

1 个回答

Lilton Gover (Techbridge Solutions)
10月29日 18:51
Hi Hannah, I'd check whether the payment page fields are on an object related to your donations. If they are, you may be able to add them through a custom report type, though not every relationship is supported. For Q1/Q2 reporting, I'd also filter by the donation or payment date rather than the campaign date.

2014年5月14日 00:20

report about exported data

Is there any way to see or run a report for who exported what (data) in Salesforce?

3 个回答

Jessica Jones
10月29日 18:13
Is there an option to run a report in order to track this data?

10月27日 14:22

I have been asked to create a report with Notes. Anyone know how to do this?

I will only be able to show the Note title, not the body of the Note. That's ok. But only my own, or I guess whoever's looking at the report. We want at least one person to look at the Notes for his team. I made a report and whatever showed up didn't look like Notes titles. I only want Notes, not files. Am I able to do this.

#Salesforce Admin #Salesforce #Reports & Dashboards

7 个回答

Usman Khan (Volgsol Technologies)
10月29日 17:50
@Patricia Boyce The related record cannot be viewed in the report. A custom lwc can be built that will use apex to fetch the notes and its related records. using below soql. Here is the idea
Get Notes
SELECT Id, title, TextPreview FROM ContentNote
Get Related Object Id
SELECT LinkedEntityId FROM ContentDocumentLink WHERE ContentDocumentId='<Id of the ContentNote Record>'

10月28日 10:50

Create report to view all contacts of Agencies associated with an account

Agency is custom object and Master Detail relationship with Account.

Have attempted to create custom report type, Account - Agency - Contact (report type) but only one contact is showing against every Agency record.

@Steve Molis

#Administrator #Salesforce Developer #Reports #Reports & Dashboards

2 个回答

Steve Molis (You Owe Me a Beer, Inc.)
10月28日 17:26
So the Contect record is only connected the the Account via the standard Account Name: Lookup(Account) field. There is no Lookup(Agency) field on the Contact Object?

If that's the case, then you're gonna have to use a Joined Report, a singular Custom Report Type won't cut it

#SorryBabyIhadtoCrashThatHonda

10月27日 09:15

Is anyone else having to verify their identity every time they export a report?

Since SF introduced the identity verification function when exporting data, I was advised that once you had entered the supplied code, it would be valid for 120 minutes / 2 hours. This is most definitely not the case. I am having to verify my identity every time I export, some times just minutes after I last did it. My support team can find no reason for this and no other users have complained about it. Is this happening to anyone else and is there a solution for it?

Many thanks

#Reports & Dashboards #Data Management

3 个回答

Steve Molis (You Owe Me a Beer, Inc.)
10月28日 15:05
++ @Usman Khan

I'm not seeing that in my Salesforce orgs, and none of my users (over 5,000+) are reporting any behavior like that

10月27日 20:02

Tableau Desktop Forecasts for Tableau Server 2025.3

I have created a forecast and upper and lower prediction interval for my organization surrounding our count of hospital admissions. Is there a way to retain the predicted values after the actual admissions have been occurred? For example, you'll see in my screenshot that 60 admissions are predicted for today, 10/27/26, with a lower prediction interval of 46 and an upper prediction interval of 75.

Tomorrow, once 10/27/26 has passed and we have the actual admission numbers, is there a way that the estimated values can be retained for reference?

I cannot include the workbook because it contains PHI/PII. Any help is greatly appreciated.

Liz Bumgarner

#Tableau Desktop & Web Authoring #Reports & Dashboards #Tableau Server

1 个回答

Don Wise (Tableau Community Ambassador)
10月27日 21:45
@Elizabeth Bumgarner
the screenshot is very helpful, but can you provide some context as to how things are working in the workbook?

For example, is there a join of actual data (actual admissions) to the forecast data? Or how is that being produced/handled?

Can you provide just the calculations being used for the
forecast
for each measure (1) No. of Admissions (2) Upper Prediction (3) Lower Prediction.

Are there filters or parameters being used here as well?

If you can provide these answers, that may give others some additional context for a possible solution; especially, for a situation whereby we won't be able to have the actual workbook.

Not sure that I'll be able to respond with a solution, but the added info. may help.

10月22日 15:47

Have any nonprofit fundraisers in NPSP used Enhanced Notes, pros/cons?

My nonprofit has Enhanced Notes enabled in NPSP, but we haven't been using it yet. We are exploring using it to capture briefs from our fundraisers after conversations with major donors and prospects.

Is anyone using the Enhanced Notes feature, and what has your experience been like? Do you have a different solution for capturing major donor and major donor prospect notes in Salesforce?

We recognize there is no native reporting solution for Notes, and we are looking at the Enhanced Notes Reports App. Has this been effective for any nonprofit fundraisers?

Thanks for your input!

#NPSP #Notes & Attachments #Appexchage Apps #Reports & Dashboards

1 个回答

Tobey Klein (Platinum Cubed)
10月27日 21:24
@Sarah Dunne Enhanced Notes are fine for free-form text but hard to report on. Lots of major-gifts teams log a 'Moves Management' activity or a custom Contact Report object instead, with a few structured fields (stage, next step, ask amount) plus a notes body. Fundraisers get a quick action, and managers get pipeline reports without needing a Notes reporting app.

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