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Anonymous
Not applicable

Can you use a button to apply specific filters?

Hello,

 

So I have two tabs on a report right now, one that looks at the 12 focus accounts of my organization and another that looks at everything else.

 

I want to consolidate these onto one tab however the way that I have these pages currently set up is with a page filter that either includes just those 12 accounts (based off of having them selected by name) or excludes those 12 acccounts (i.e. is not account x, y, and z). The reason that I have these pages set up like this is due to the fact that there is no field in my database denoting what is and is not a focus account.

 

Is there a way for me to create a button where if selected it would auto apply the 12 focus account filter and vice versa? Essentially a custom filter that I can name focus or other accounts and pending which side is clicked it applies the right filter? I searched online for this for quite a while but wasn't able to come up with anything. I am hesitant to create a static table which denotes these accounts as they can change at the drop of a hat and adjusting the filters is much easier. Thanks in advance for your help.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

yup, using a combination of buttons and bookmarks it's pretty easily achievable. 

the following video explains it well. 

https://www.youtube.com/watch?v=hEAtbGrlKhY

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4 REPLIES 4
Bron_Smith
Frequent Visitor

Bookmarks sound great, but I'm going to have to have a HUGE number !! 6 to the power of 3!? And then to maintain them will be a nightmare. There has to be a better solution

 

 

Paulo_Silva
New Member

Well, 

 

I need something like this. I have a drill through page and I would like to create a button that clear a especific filter, like date, but kept the others filters like company, cost center etc

mahoneypat
Microsoft Employee
Microsoft Employee

Yes.  You can use a button with bookmarks to get your desired functionality.  Here is a video that shows you how.  Bookmarks are on by default now, so you can skip that step.

https://www.youtube.com/watch?v=_Afcj8mT5_Q

 

If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

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Anonymous
Not applicable

yup, using a combination of buttons and bookmarks it's pretty easily achievable. 

the following video explains it well. 

https://www.youtube.com/watch?v=hEAtbGrlKhY

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