Feb 20 2021 04:36 AM
Feb 20 2021 04:36 AM
I created a sales dashboard and have a main dashboard but want to make an exact copy of the dashboard tab and tailor each to sales area.
My problem is when I make a copy of the entire main dashboard tab, I change the report connections of slicers and when I do in the sub-dashboard it always changes the main. How do I make copies of the dashboard and allow the slicers to only affect the graphs on that page only? I thought making copies of the pivots would work as they seem to update on their own but the slicers seem to be universal. I also will edit the slicer on the specific tab only to find it changes all slicers and deselecting which pivots it affects changes all slicers.
Also, what is the easiest way to share the sub-dashboard tab by email? I'd like to send that tab to the manager(s) without sending the underlying Pivot cache/data. I only want it view-only.
Feb 20 2021 08:02 AM
I'm certainly not a specialist when it comes to dashboards.
Some think, not only there ... :)))
... Anyway, here are some links that might help you.
Store your dashboard in the group
If you haven't already saved your dashboard workbook in the group you'll want to move it there. If it's already in the group's files library then you can skip this step.
Go to your group in either Outlook 2016 or Outlook on the web.
Click Files in the ribbon to access the group's document library.
Click the Upload button on the ribbon and upload your dashboard workbook to the document library.
Add it to your group's SharePoint Online team site
If you accessed the document library from Outlook 2016, click Home on the navigation pane on the left. If you accessed the document library from Outlook on the web, click More > Site from the right end of the ribbon.
Click Documents from the navigation pane at the left.
Find your dashboard workbook and click the selection circle just to the left of its name.
When you have the dashboard workbook selected, choose Pin to top on the ribbon.
Now whenever your users come to the Documents page of your SharePoint Online team site your dashboard worksheet will be right there at the top. They can click on it and easily access the current version of the dashboard.
Tip: Your users can also access your group document library, including your dashboard workbook, via the Outlook Groups mobile app.
I would be happy to know if I could help.
I know I don't know anything (Socrates)
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