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Use Dashboard Data as a Prompt Filter

You may find that you need to copy values from a dashboard for use in a prompt filter.

  1. Go to PolyData Dashboards.

  2. Go to the prompt, to export data click Export > Excel.

  3. Open the Excel spreadsheet and copy the data you want to use in the filter.

  4. Open a dashboard where you would like to paste the data, then expand the prompt and click on Search....

  5. Click on the pencil icon.

    Select Values page. 'pencil' icon on top-right corner is highlighted

     

  6. In the Edit box, paste the copied data, then click the OK button.

    Edit pop-up. Edit is made. Ok button is highlighted

     

  7. Click a second OK button to confirm the prompt modification.

  8. From the main dashboard window, click the Apply button to update the filter.


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