Filtering Dashboard Dynamically (parameters via URL?)

Q&A
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1

Hey guys, I’ve been reading this forum and the internet to try to help me solve my problem. I feel my approach is correct but I’m having trouble getting this working.

When users log into my application they land on a dashboard. This dashboard currently has a dropdown filter where they select their name from a list of users so they can see their metrics rather than everyone’s combined.

There is no security concerns that users can see other’s data (they all belong to the same organization) but not all users can figure out how to filter and they don’t like that they have to do this each time they login. And while there are no specific security concerns is not ideal they can view each others so easily.

This dashboard is made from a custom SQL. I originally tried to create a parameter at the dataset level but couldn’t get my SQL to even save correctly without an error. I had a

WHERE ( ‘<<$patientId>>’ = ‘’ OR PP.ID = CAST(‘<<$patientId>>’ AS uuid) )

Then I did some more reading and saw adding it to the analysis might work. So I created a parameter called practiceusersId.

I then added a filter to my visual on practiceuser field and selected custom filter and choose this parameter.

I then tried to pass it through the URL like https://myapplication.com/report-new?dashboardId=405fd971-17ed-4a84-a50f-b0c6522787#p.practiceuserId=7ec161ef-901a-433c-bede-9a77aac7cc7c

If anyone has a link to a post or video that shows how to do this, I would really appreciate it. Most of the content around this is out of date or wasn’t specific to my use case.

Thanks in advance!

2

The way I got this to work was to set up the dataset with direct query, add a parameter to the dataset itself, publish the whole thing as dashboard and then I can use the parameter in the url as you described.

And in your query you must remove the single quotes, had the same issue, seems that marking the parameter as label is sufficient so no quotes are needed.

WHERE ( <<$patientId>> = ‘’ OR PP.ID = CAST(<<$patientId>> AS uuid) )

Hope this helps and it works

3

Thanks, this worked! I was also able to pass through the parameter, which gives me a lot more flexability!