karengonzalez
Cloud Apps
Joined 3 years ago
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Re: Exported excel file to include date range the dashboard/widget was run
Hi, DRay We would also be interested on being able to include the selected filters/parameters on the CSV/excel extract; so that users have an understanding of the data they are looking at. Main idea we had on our end is including the selected dashboard filters names and values, either: On an separate sheet/tab on the same file On the rows above the extracted data (same sheet/tab) Our end users could also benefit a lot from this type of functionality. Thank you,1KViews0likes0CommentsRe: Planning, Executing, and Monitoring your Dashboard
Agree with mchamarelli , besides confirming the needed frequency of the data, we also ask who the end user will be. That also narrows down the data security permissions to set up, and the dashboard functionality they would use. For example - As a Manufacturer user I would want visibility of all data all the time, and capability to drill-down to further details. - As a retailer user I want hourly data of main KPIs to be exported-ready. Data should only be relevant to their branch.4KViews0likes0Comments