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greg_d25's avatar
greg_d25
New Member
11 years ago

Distributing Dashboard Templates

My company has developed an application that is based on Dynamics CRM.   We would like to be able to distribute "template" dashboards to our clients that would give them a head start on analyzing...
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tiagoruela's avatar
tiagoruela
New Member
10 years ago

Hi Greg,

This is Tiago from Brazil. Have you get this application working for your clients. Coud you please explain your solution? I also have an application that I want to develop several dashboards and share them with my clients (each one has their own local database). I think that is exactly the same issue that you've posted.

 

I will appreciate if you share this knowledge with me!

 

Thanks,

Tiago

  • Brian_M's avatar
    Brian_M
    Continued Contributor
    10 years ago

    Ankitpatira is right, I would just expand on that by saying the advantage it gives you is that you can parameterise the template. The template contains no data and when they open it, they are prompted for parameters that you have specified - in which you could include details such as the local SQL instance etc. You could also allow them to specify things like date ranges, custom dynamic columns etc.

     

    This link might help.


    http://biinsight.com/power-bi-desktop-query-parameters-part-1/