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Hello,
I am creating a dashboard with HR Cases. On the main summary, you get a glance on HR cases and if you want, you can click into a case to see the details. The issue is if there are a lot of cases then you might loose track which case you were on while going back and forth between the Summary and Detailed View.
So, I was thinking of having a slicer as a way to select a case and see the checkmark when you go back to the page but I cannot figure out how to make it work. I am open to any other idea that will show the user which cases they already looked at.
Dashboard is connected to SQL server and case numbers change daily as a side note.
Attached is a sample of my dashboard: https://1drv.ms/u/s!Anb0OMw34A1igQyws0WIHvExBwVB?e=9Wi3Br
Solved! Go to Solution.
Hi @Unknowncharact0, yes as I showed in the first example.
Create the slice close to the table and
Guide the users to use the slicer before they are drilling through.
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Hi @Unknowncharact0
To mark the cases that the user checked you need the option to some kind of "write back" .
Unfortunately, we don't have this functionality.
As an alternative you can consider to :
1 Use a slicer to choose the wanted case and then the user see where he was before the drill
2. Instead of drill put the detailed table on the same page, and the table just will filter the details:
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Unfortunatelly, I cannot put the detailed table on the same page. My actual report hasa lot more information than the sample report. Is there a way to have a slicer to drill?
Hi @Unknowncharact0, yes as I showed in the first example.
Create the slice close to the table and
Guide the users to use the slicer before they are drilling through.
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
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