I have client report that has a column to show the "Date Claims Last Transmitted". I cannot figure out (if even Possible) how to show dates on a dashboard. I have my data bound and would like to see the "Date Claims Last Transmitted" for client, when I select a client. Are there also options to pull and show plain text that might be in a cell (from my data source)?
Chuck,
I will find out about this and get back to you next week.
Can you give me some details about the data that you are working with? How is your dashboard configured? What widget setup are you working with? What exactly do you want to show? A list of dates? The latest date?
The data I am working with is pulled in from an excel file on Google Drive. We update the excel file on Google drive weekly. Not sure how to explain dashboard config or widget setup, but I can say that I have nine boxes that analyze financial data for our clients. the dashboard is used as a tool for my employees to get a visual on how their clients are performing as a whole or individually. There is additional data (Dates) in the Excel file that I want to show. Specifically, each week the Excel file is updated with the last date we transmitted claims for each client. All I want ReportPlus to do is show the date that is in the cell, when an individual client is selected from the linked list.
I am sure I am not explaining this well enough. I have previously provided your company with access to the dashboard (compatibility issue with iPad mini) and would be willing to do so again and then I can better point you to what I want to do.
You are looking for "page binding". You will need to have a column which contains the client name in the drive data source as well as a column which contains the client name in the spreadsheet. Once you have set up binding and have placed both data sources into a widget you can select the customer name in the pages menu and both widgets will display the information for that client. Let me know if you have further questions about this.
Thanks Michael.
I do have the data bound (see my first post) and I have included the column in a widget, but it shows up as numbers (268478) and not a date (11/5/13 - this is how the data is formatted in my Excel file). All of my data utilizes page binding and works flawlessly, I just need the dates to show up correctly.
Would you be able to provide us with a test spreadsheet that we could use to reproduce the issue on our side so that we could escalate this to development?
Do you think you will be able to provide me with a test spreadsheet?