I’m looking to create a unique dashboard for our Sales Team members allowing them to track their performance on a daily basis. I would like each one of them to use the same dashboard but see only their own data when using the dashboard.
Is this possible? Or can I do this by sending the dashboard to each of them through Gmail?
Best answer by Naomi_Johnson
Yes, this is possible using user attributes. If there is a column in the data that has the sales team member’s name or something similar, you can create a user attribute and assign their value to that.
Once you have created the user attribute you can either:
- Filter the Explore using access_filter parameter in each Explore used in the dashboard. This would be useful if you would always like the data from the Explore to be filtered.
- Filter the dashboard (or each tile in the dashboard), using ‘matches user attribute’ in the dimension’s filter. There is a great how-to here.
The solution will depend on whether you would like to give the end users the ability to change the filter.
Let me know if you have any questions.