Joe_M Member

I'm not, mostly because I didn't know that was a feature :) I'll have to give it a spin. Thanks!

While I (admin) created the datasets, I dd not create the Client ID and Secret. The end user (participant level) did. Which makes it even weirder.

In-person event. Pre-conference certifications & training. The aforementioned Genius Bar/on-site tech support that can troubleshoot issues.

Damn. Thanks for clarifying. I appreciate the quick response.

Thank you both, Mark & Rob. Going to try some of these out and will report back on what works.

Almost - the Same Point of Month filter feels close. Can that be changed in some fashion to say "on X day of the month, update the card value"?

Oddly, after some experimentation, it looks like the issue has something to do with page refresh. If I edited the card, clicked elsewhere on the page, refreshed the browser window, navigated away, and then navigated back - the edits would remain. If I did those steps without the page refreshing step, the edits would not…

You know, I thought that might be an issue - but I'm drawing a blank on a Done button. I see Save (image below) but no Done. I just ran a quick test where I edited a card: Made some quick adjustments Clicked the Save button, all looked set on the page, navigated away and then navigated back...all changes gone.

Thanks Jae - for the answer and for continuing my food metaphor. I'm going to give this a shot.

Almost, but not quite. For example, this dashboard in question is about my 24 hour restaurant. I have dashboard users who want to understand which dishes get ordered off of our Morning menu and which get ordered off of our Evening menu. The dashboard has a slicer with options for Morning and Evening, though the page…

Ok, so I just tested this out: I've set the date grain to show me two months of data at a daily level. The email I then get shows the following: The following filters were applied: Last 2 Months, by Day The card in the email also reflects this date grain. The attached .csv though shows the data in a monthly rollup.

Good question - I need to confirm with the scheduler. As the reports themselves default to a monthly view, I'm guessing the reports were scheduled at the monthly level.

Darn.

Looks like that did the trick! Thanks again.

Cool - let me give that a try.

Hmmm...I either did or it won't let me anymore. Apologies!

Of course.

That did it! I have no idea why though. Appreciate the insight, as always.

OOOOOH. Got it - thanks!

Yeah, the more I thought about it the more it didn't really seem like it would work for what I'm thinking of. Thanks as always for the thoughts.

Interesting...

One other question - can you lock them to a user? In other words, if User A can only see sales from the Northeast, could I create a DataSet View that only shows sales data from the Northeast and then tie that to User A's login credentials (in other words, a faux PDP)?

Thanks - this is really helpful!

@jaeW_at_Onyx That is a really interesting potential solution. I'm going to take that back to my team. Thank you!

Darn. I thought so - but wanted to double-check. Appreciate the clarification.

Thanks Mark. Ideally, I'd like the percentages to appear above the vertical bars when I mouse over them (see image #2). Is that doable?

Awesome! Thank you.

Interesting. It's been nearly 48 hours and the count still hasn't budged. I'll give it another day or two and see what happens.

Thanks Jae - I'm going to try that out. I'll report back when I solve it!

Thanks Jae - really perplexing as this flow has worked in the past! But I'll give the empty group solution a try & see what happens.