I want to build a dashboard centered around the subject matter of Projects that would be set up around the following concept.
Have a basic “Parent” BAQ (already developed) with 5 columns: Project ID, Desc, Start Date, End Date, Proj Mgr. This would be shown at the top of the dashboard in grid form.
Have several “Children” BAQs (already developed) that contain a plethora of different information about the project and displayed in Tracker form that I set up in Tabular format. The first column of the children BAQs also contain the Project ID (just as the “Parent” BAQ)
What I need help with is “connecting” the Parent BAQ to the Children BAQs using the first column which contains the project ID as a field to key off of.
The idea is to highlight a row in the grid view and as I navigate down the grid rows, I have several tracker views set up in tabular format that would display data related to the same project highlighted in the grid row.
In your “main” query in the dashboard, you will want to publish the key field (probably Project ID) and have each of the other child query’s subscribe to that value.
Here’s some screenshots that might help. I just drafted this up for a co-worker so this works out great!
Publish:
On your main query, select which column(s) you want to publish the values for. Think of this as a key field that will help the dashboard link it to a separate queries result. Make sure you select the actual query in the tree view and not the “grid” object. Click properties and select the publish tab. Select your columns to publish. The satellite icon will appear facing to the right when publishing, to the left when subscribing, or both if doing both.
Subscribe:
Set your child queries to subscribe to the published columns following the same steps as above. Select the filter tab on the Dashboard Query properties dialog and filter a column to the published value. It should appear in the list of options to filter by. Be aware, you can publish multiple values, so select the right one for the situation.
Now I think I just have one more challenge before and I can commence to creating my “master” dashboard for the project managers.
I need to turn row data into columns, having a single row for each project with all the data on it. To explain further, Instead of having individual rows for each project phase, I want one row for each project and individual columns for each Project Phase, Desc, Start Date, Due Date, Date Complete. (Basically transposing)