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
- 2K Product Ideas
- 2K Ideas Exchange
- 1.6K Connect
- 1.3K Connectors
- 308 Workbench
- 7 Cloud Amplifier
- 10 Federated
- 3.8K Transform
- 661 Datasets
- 117 SQL DataFlows
- 2.2K Magic ETL
- 820 Beast Mode
- 3.3K Visualize
- 2.5K Charting
- 84 App Studio
- 46 Variables
- 781 Automate
- 193 Apps
- 483 APIs & Domo Developer
- 85 Workflows
- 23 Code Engine
- 43 AI and Machine Learning
- 22 AI Chat
- 3 AI Projects and Models
- 18 Jupyter Workspaces
- 409 Distribute
- 116 Domo Everywhere
- 282 Scheduled Reports
- 11 Software Integrations
- 146 Manage
- 142 Governance & Security
- 9 Domo Community Gallery
- 49 Product Releases
- 13 Domo University
- 5.4K Community Forums
- 41 Getting Started
- 31 Community Member Introductions
- 115 Community Announcements
- 4.8K Archive