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How To Set Different Parameter Values For Different Worksheets

Julkaisupäivä: Apr 13, 2024
Tehtävä
How to set different parameter values for different worksheetson the dashboard.

 

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Vaiheet
The Parameters, Calculated fields and Filters need to be prepared individually for each sheet because the selected value of the Parameter will be unified across the entire workbook.

Preparations

  1.   Connect to Sample - Superstore.
  2.   Drag and drop [Sales] to the Rows and [Order Date] to the Columns.
  3.   Change the graph to a bar chart.
  4.   Duplicate Sheet1 and create Sheet2.
  5.   Change the color of bar chart to green.
  6.   Create a new Dashboard and drag and drop Sheet1 and Sheet2.

Creating the Parameters, Calculated fields and Filters

Sheet1:

1. Create a Parameter named "Parameter1" with the following settings.
  • Data Type: String
  • Allowable values: List 
  • Check the "Fixed > Add values" from Sub-Category
2. Create a Calculation field named "Calcultion1" with the following calculations. 
	IF [Sub-Category]=[Parameter1]    
	THEN [Sales]
	END
3. Create a Calculated field named "Filter1" with the following calculations. 
    [Sub-Category] = [Parameter1]
  • Drag and drop Filter1 to Filters pane.
  • Select True.
  • Show Parameter1.

Sheet2:

1. Create a Parameter named "Parameter2" with the following settings.      
  • Data Type: String
  • Allowable values: List 
  • Check the "Fixed > Add values" from Sub-Category
2. Create a Calculation field named "Calcultion2" with the following calculations. 
    IF [Sub-Category]=[Parameter2]
    THEN [Sales]
    END
3. Create a Calculation field named "Filter2" with the following calculations. 
    [Sub-Category] = [Parameter2]
  • Drag and drop Filter2 to Filters pane.
  • Select True.
  • Show Parameter2.  
Lisäresurssit
For more information, see: Create Parameters
 
Knowledge-artikkelin numero

001460233

 
Ladataan
Salesforce Help | Article