1 Reply Latest reply on Mar 15, 2015 8:47 AM by philmodjunk

    DashBoard Help 2

    TracyBogans

      Title

      DashBoard Help 2

      Post

      I have the following tables   All Alerts( Alert Information)  and  Agent (Agent Information, Name, Shift) . these two tables are tied together using the username. Within Alert Table  there are field like  ID, DateofRecord, MonthofRecord

      Example:  DateofRecord,            2/13/2015

                      MonthofRecord           2/1/2015

      Agent Table has ID, Agent Name, Username, Shift

      example: Shift is stored as 1st, 2nd, 3rd

       

      Trying to create a Dashboard  that would show

      Shift totals by Month, Day, and weekly example

      ShiftNAme            Jan 2015    Feb 2015

      S1                          50                100

      S2                          25                  50

      S3                          25                  75

      Then another Portal by day

      ShiftName    Mon 2/1   Tues 2/2     Wed 2/3  Thur2/4   Fri 2/5  Sat 2/6   Sun2/7

      S1                  10              10            10                0           0        15       5

      S2                  10              10              0                0           0         0        5

      S3                    5                5              5                0           5        5         0                                                                          

      Just example... willing to trying other idea on how to show this... but must be in a dashboard. 

      If you could example/explain to Relationship between the need tables

      DashBoard ====> MainTableOccurrence1 =====>MainTable

       things like  how maintable occurrence1 will only pull selected records from MainTable (Using calculation  like  g_globalfromMTO1 =Maintable::field1

       g_globalfromMTO1 >=Maintable::field1

       g_globalfromMTO1  x Maintable::field1

       

      Sorry, just trying to get the key elements needed to create this Dashboard relationship

        • 1. Re: DashBoard Help 2
          philmodjunk

          The simplest way is to setup a summary report of this data that does not attempt to arrange the sub totals into columns.

          Since this is described as a "dashboard", I assume that you are not using these portals to add/modify data.

          Thus calculation fields using ExecuteSQL can produce the sub totals and you can define a series of them, each for a different day or month to get your columns of data.

          There are also ways to do this with calculations and relationships that avoid using ExecuteSQL.