We have a desire to customize a dashboard in a way that I can’t figure out for sure if it can be done. I’ve reviewed the documentation, and the community answers and can’t find something that exactly addresses what we want to do.
Ok, we have a dashboard that our sales reps use for customer visits. Basically, they pull it up, filter down to that customer, and show them a dashboard that has various data related to the account relationship, benefit the customer is receiving, and so on.
There are are a few thousand customers overall.
What they are wanting to do is enhance the dashboard so that when you select the customer ID, the customers logo is displayed at the top of the dashboard.
I’m thinking that the data, theoretically could be set up where we put all the logos in an accessible web drive, and create a dataset where one column is customer ID and one column is the URL to the link. Then have a Custom Visual Content visual, where when you select the filter it changes a parameter that would then be fed to that visual so that when you select a customer id from the filter, the visual would know what the URL for the visual should be.
In my head this makes sense, but I don’t think I see a way to make a Custom Visual dynamic in that way. The example I found basically sets multiple visuals on top of each other, and when the parameter is selected displays one of the custom visuals. It’s not ONE visual that dynamically changes. With thousands of customers, this isn’t really a method that we can support. Far too complex to manage over time as customers change.
Anyone know if what I’m wanting to do is possible or not?.. And if so, how do I set it up?
