Is there are way to be able to modify the phrase criteria via Dashboard? I cannot add the field to the query because I have group totals that will get messed up if I add it.
What i have is a sales ranking dashboard. So total sales for each customer. But I want to be able to change the date range to see a different ranking. If i was to add the date field to the query it would mess up my grouping totals.
This is the criteria I would like to be able to change through a Dashboard:
Have you already added the tracker view to the dashboard?
No, just the query.
once you put the query into a dashboard you can add more filters in there. They won’t affect the BAQ grouping summing as all of that filtering is done after the BAQ does it’s calculations.
Do you need help creating the dashboard?
Right, but you can only filter the dashboard with only the fields that were added to the query. It wont let you filter out a field from the table you are querying from. Does that make sense?
You can add a parameter in the query, then when you refresh in a dashboard it will pop a window up for you to set the parameter. That will affect the BAQ calculations/grouping though, I must have misunderstood, but I thought you didn’t want that?
You might have to give me more detail to see what you are trying to accomplish. I don’t think I quite understand.
edit: I re-read your initial post, and yes, parameters is how to accomplish this.
yup, then click on the specified, and click define. Then you put what you want the user to input, and save, then select that one and click ok. It will show in the BAQ when you click on test. I’ll get you some screen shots, just give me a little bit.
Click on define here
Click on new, name your Parameter, pick your options, (datatype, format, whether you want to force a choice, and whether to allow the query to run with nothing put into it.) There’s lot of other options besides dates too. Click around, they are pretty easy to figure out.
Then click save and close
Now you will have a list to pick from in this window, Pick the one you just made.
It will look like this when your done (obviously my example won’t work, because a part number is a date…)
Now when you go to analyze and test, this window will pop up before the query runs. This behavior will also translate into the dashboard.
Let me know if you have any more questions.
