Charts filtering

Hi, I think is is a non starter but worth a go :slight_smile:

I have a dashboard, on the sample below we have a tab that contains 6 different chart collections, all based on different sets of data and tables but all containing a common field of ā€˜Adviser Name’

Currently I need to set the adviser filter on all 6 collections to get an overview of that advisers performance. Is there any way to have 1 filter target all 6 collections on the current page?

The only way to do this at the moment would be to use a Reocrd page for that advisor, and have all of the charts on that

You could leverage this with split-view to browse the advisors and quickly switch between the different dashoards.

As it stands, there’s no way to link a single filter field to another collection

Thanks @darragh, I did ponder on that but we have 35 advisers so quickly put that option aside :smiling_face:

I’ll work it out somehow.

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This greatly limits the UX of our Reports page, specifically because it makes filtering by date range very difficult.

We need charts for different collections, and you can only have one collection per chart component, but there’s no way to add a filter field across chart components.

Using a Record page isn’t ideal because we want to compare records, e.g., a pie chart of Deals grouped by User.

I tried to implement a workaround where the User has a ā€œfilter date rangeā€ field, and all chart components are filtered by Logged in User > filter date range.

The issue is that the Details components are not editable on Blank pages. So we needed another workaround of a button to update the User’s ā€œfilter date rangeā€ field.