I have a dashboard embedded in a UI where customers (accounts) can see their performance.
Each account has got a different set of policies.
The dashboard is filtered by the parameter AccountName passed from the UI.
Naturally, it is a cross-sheet filter with no control on any of the sheets.
I want to add a filter+control to allow any customer to filter the dashboard by “policies”.
The problem is I cannot use the “Show relevant values” since the account is filtered by a parameter not a controlled list.
To work around it I created an ifelse calculated filed: ifelse({account_name}=${AccountNameParam},{policy_name},‘’)
It works, but the control list will always have an “empty string” as the first option.
I think the better way to do this would be to create a cascading filter because it sounds like in your data one account name could have multiple policies.
In the example below I used one parameter control as the parent filter and then a non-parameter control as the child filter. The table is filtered by the parameter control to demonstrate how the cascading filter is removing values from the contact name field. This is essentially doing the same thing as your calculated field but without the NULL or empty string.
Thanks, @duncan - I apologize for the delayed response; I was OOO for some time.
This actually worked!
The only thing is I don’t want the user to be able to see the parent Account control.
As a workaround, I moved it inside the sheet, where I was able to hide it by default.
Thanks so much for that!
@Biswajit_1993 - you might want to take a look at it as well