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Status Future consideration
Categories Reports
Created by Erin Jones
Created on Dec 1, 2020

Dashboard Dynamic Filters

Ability to filter reports dynamically in the dashboard. For example, apply an initiative filter to all reports in the dashbaord so I don't have to create multiple dashboards showing the same information for different initiatives.

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  • Karie Kelly
    May 28, 2022

    If you think about it, if the query associated with that dashboard panel isn't applicable, so be-it - it is on the designer instead of having the software limit the capability. Or, it might not even be relevant and is ignored.

  • Karie Kelly
    May 28, 2022

    Being able to add these filters limits knowing when to update reports associated with the dashboards - it also ends up creating many reports. For example, we have a quarterly view dashboard - however, we have to create different ones for each quarter because we have to create dashboard panels that are automatically filtered to that quarter.

    It reduces the number of both reports and dashboards if we could add the quarter filter to the dashboard.

    Right now - we are generating so many reports and dashboards, it's very hard to know which ones are still in use and which ones are not and you can delete or archive.

  • Nicolas Andrillon
    Feb 10, 2022

    We are trying to put together some standard dashboards displaying ideas raised by a given organization.
    As we are not able to add an organization filter on the dashboard, we have to create multiple copies of the same dashboard which makes them extremely difficult to maintain:

    • a new dashboard needs to be created for each new organization

    • if we want to add a field to one of the charts of the dashboard, we need to make the same change across all copies of the dashboard.

    It would be really useful to have more flexibility on the filters that can be set up on a dashboard and for the filter selection to apply to all charts/pivots/lists in the dashboard.

  • Katha K
    Jan 25, 2022

    Dashboard filter by release and workspace is great. But we have multiple teams (10 teams) working on a release and each would like to track they scope and progress. Today, we need to create dashboard for each team with custom views; very inefficient and multiple views and dashboards.
    If there a way to filter the dashboard by the feature team custom field, we would only need one dashboard.

  • Stephanie Keysacker
    Jan 14, 2022

    Being able to filter dashboards with the same granularity we have with individual reports is really needed. As a large organization...custom fields are very common/important and looking at dashboard panels at varying levels is common/important. Every company uses Aha! differently in terms of how we might track work (strategy, funding, execution) and how we group work (product group, product platform, business unit). Having the ability to apply dynamic filters within a dashboard would allow one dashboard to support discussions based on who is "in the room" at the time of discussion and create an easier way to expand the data we see based on questions asked.

  • Julie Edwards
    Nov 23, 2021

    We REALLY need this! We often need to view dashboards by Division (which is a custom field), or Timeframe (OOTB field) or by Dev Director (custom field) or Head of Product (custom field) or by Investment Category (custom field). These are just a few examples. Currently, we need to create one master template, then Save As and manually update every report panel - often needing to create multiple dashboards which is time consuming and also makes version control difficult as if we then update the master, we need to manually update (and remember to update) all the variants.

  • Nicolas Andrillon
    Aug 5, 2021

    I would be interested in the ability to filter by organization on the dashboard. This would avoid creating copies of a generic dashboard for each organization.

  • Guest
    Mar 29, 2021

    It will be highly useful if we get schedule name as a filter

  • Katrina Purcell
    Feb 16, 2021

    We would like to be able to filter our delivery dashboard by release owner or initiative assigned to, or other custom fields so that we can have the same base reports and just filter the dashboard by those filters for the various teams.

  • Ronnie Merkel
    Jan 14, 2021

    The ability to filter the dashboard reports from a single dashboard filter would be great for reducing the number of dashboards and underlying custom reports needed for each release, initiative or goal. It would be even better if the filter could be selected from within a presentation; needing a separate dashboard for each release or strategic item is one of the biggest challenges in creating an ad-hoc portal/presentation for serving the data to stakeholders.

  • William Wang
    Jan 14, 2021

    I echo this - although the latest update to filter by workspace is a step in the right direction. There needs to be more filters available. For example, some of my larger program 'goals' and 'initiatives' are at 'product line' level, currently I still have to create an individual dashboard for each program.

    In addition, custom field filters will be great, two examples:

    1) we are using Aha as a risk register (via custom tables), we would like to build dashboard where users can filter by custom field 'risk rating'. Stakeholders may for example, only want to report on highly rated risks.

    2) we are also using Aha as a data entry point for a monthly reporting cadence, where we've got a custom field for 'month reported'. Stakeholders may want their dashboards to switch to previous months to check data.

    Hope this gives you more context on why we need additional filters and how dashboards could potentially become a very powerful tool for us. Thanks!

  • Reut Levi
    Dec 21, 2020

    Agree! Other standard fields like status, release dates, type, etc. would be huge for our team too.

  • Admin
    Austin Merritt
    Dec 18, 2020

    Hi Stephen, could you share more about your use case? How are you using tags/custom fields and how would they help with dashboard filtering? Thanks!

  • Stephen Morse
    Dec 18, 2020

    Thank you for unmerging this from the new functionality that you just released! The ability to filter at the Tag, custom field level without having to clone for each combo would be a massive win for my team.

  • +6

Add filters to dashboards

removed and voted for 10058
Ronnie Merkel about 2 years ago in Application 0 Future consideration

Ability to add additional filters like Initiatives to Dashboards

As a product owner, i want to view a dashboard of panels that i have created that can be filtered by workspaces and initiatives so that I can view all the work within my workspace for capacity and priority conversations, or view all the initiative...
Karla Johnson almost 2 years ago in Reports 0 Future consideration

Allow for Dashboard filtering by fields common to the reports within the dashboard

Currently the Dashboard functionality allows you to filter by Workspace. We have a number of use cases where there is a need to filter the reports/panels within the dashboard by additional fields. For example, we have dashboard that apply to initi...
Karla Johnson over 1 year ago in Reports 0 Future consideration