NOTE: Dynamic Views is in an Alpha Release stage. Please email firstname.lastname@example.org for any issues or feedback you might have.
The Dynamic Views feature in Grow allows you to create metrics that automatically filter on the dashboard based on a user's login credentials. For example, when Erin logs into Grow and views her Sales Performance dashboard, the metrics on the dashboard only display her sales data. The metrics are filtered down according to the Variables and Values setup for her user.
This is a step by step guide for setting up Dynamic Views in your account:
1. Setup Variables and Values for Users in Account Settings
To create a Dynamic View of a Metric, you must reference a Variable in the Filter statement. Variables and associated Values are managed in Account Settings under the Variables and Values page.
Variables are a grouping of Values, Values are attributes of users in Grow that map to the user’s Values in the data table that you want to Filter. For example, you could have a Variable called “Sales Team” and a user, Kevin Malone, could be associated with the “Enterprise” value.
Learn more about setting up Variables and Values in your account.
2. Create (or edit) a Metric and enable Dynamic Metric Views in Data Explorer
Dynamic Metric Views are configured in the Data Explorer Metric Builder. To enable Dynamic Metric Views, open Settings in the bottom left corner of the Metric Builder and select "Enable Dynamic Metric Views."
To create the Dynamic Metric View, please select the Column to Filter by from the Metric's charted report, and the Variable you want to link to the Column to Filter by.
Once Dynamic Views are configured, you can toggle between each user's view in the top left corner of the Builder.
Learn more about setting up Dynamic Metric Views in Data Explorer.
3. Save the Metric to the Dashboard
Upon saving the Metric to the Dashboard, a “viewing as” dropdown will show under the Dashboard Title. The “viewing as” dropdown allows you to see each user’s view of the dashboard. When selecting a user, you are viewing what they see on the dashboard when they log into Grow.
Learn more about Dynamic Dashboard Views.
Dynamic Views is currently in an Alpha Release state. This means the core functionality for the feature is built and released but we are still refining the functionality and adding in supporting features. The following existing functionality in Grow is not compatible with Dynamic Views yet:
- The Grow Mobile App will display unfiltered data to users if they view the dashboard on the app.
- Scheduled Reports (Slack and PDF Reports) are not yet compatible with Dynamic Dashboard and Dynamic Metrics Views. If you create a report and Dynamic Views is enabled, the PDF or Slack Report will send the unfiltered version of the Dashboard and Metrics.