TableauCRM Updates to Dashboard
Budget: $50 – $0 USD
We have a few things that need to be updated on a dashboard in TableauCRM in Salesforce today.
1. Dynamic Date range text box at the top. If Toggle is YTD, then it's Jan 1, 2021 - TODAY() - start of 1 month ago. If it's LTM (Last 12 months) then it should be Start of 13 months ago to End of 2 months ago. That should be correct. I'm 92% sure.
2. Answer for how to have a filter only apply to a certain widget and not others
3. Dynamic titles on the chart that reflects the date range toggle and if possible, the Quantity/$$ toggle
1. Dynamic Date range text box at the top. If Toggle is YTD, then it's Jan 1, 2021 - TODAY() - start of 1 month ago. If it's LTM (Last 12 months) then it should be Start of 13 months ago to End of 2 months ago. That should be correct. I'm 92% sure.
2. Answer for how to have a filter only apply to a certain widget and not others
3. Dynamic titles on the chart that reflects the date range toggle and if possible, the Quantity/$$ toggle