PowerPoint Plugin
How can I get the current filter on the Domo dashboard to apply when using the PowerPoint plugin? I just downloaded the PowerPoint plugin and the dashboard/page I need have filters for different clients. I filter the page in Domo with just the client I need but, when I go back to the PowerPoint plugin to download the cards from this dashboard, the client filter is not applied on the cards. I appreciate the help!
Best Answer
-
Hi @MDavis
The PowerPoint embed process is a little funky; the best way to work this is to save the filters you create on your dashboard as filter views.
When you create a filtered view - the embed process in ppt allows you to select a specific view based on the filters you have active on that view.
Effectively - select your client-specific filters, save each one as an independent filter view on DOMO and then create a ppt for one client, duplicate it to as many views/clients as you need to, then use the "Refresh Cards" option; in this option, select the tickbox "Update Filters" and select the correct Filter view for that client.
Hopefully, that helps! 😊
1
Answers
-
Hi @MDavis
The PowerPoint embed process is a little funky; the best way to work this is to save the filters you create on your dashboard as filter views.
When you create a filtered view - the embed process in ppt allows you to select a specific view based on the filters you have active on that view.
Effectively - select your client-specific filters, save each one as an independent filter view on DOMO and then create a ppt for one client, duplicate it to as many views/clients as you need to, then use the "Refresh Cards" option; in this option, select the tickbox "Update Filters" and select the correct Filter view for that client.
Hopefully, that helps! 😊
1
Categories
- All Categories
- 1.8K Product Ideas
- 1.8K Ideas Exchange
- 1.5K Connect
- 1.2K Connectors
- 297 Workbench
- 6 Cloud Amplifier
- 8 Federated
- 2.9K Transform
- 100 SQL DataFlows
- 614 Datasets
- 2.2K Magic ETL
- 3.8K Visualize
- 2.5K Charting
- 729 Beast Mode
- 53 App Studio
- 40 Variables
- 677 Automate
- 173 Apps
- 451 APIs & Domo Developer
- 45 Workflows
- 8 DomoAI
- 34 Predict
- 14 Jupyter Workspaces
- 20 R & Python Tiles
- 394 Distribute
- 113 Domo Everywhere
- 275 Scheduled Reports
- 6 Software Integrations
- 121 Manage
- 118 Governance & Security
- Domo Community Gallery
- 32 Product Releases
- 10 Domo University
- 5.4K Community Forums
- 40 Getting Started
- 30 Community Member Introductions
- 108 Community Announcements
- 4.8K Archive