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Dashboard Reports Process Flow Guide

The document describes a dashboard reports process flow that involves: 1) Clearing previous filters and results, setting report criteria and date ranges, and getting the last row of data. 2) Running advanced filters on the data and bringing results to the dashboard sheet. 3) Clearing old report cells, setting default dates and formatting, and copying the report into the dashboard. 4) Running protection macros, refreshing the display, and setting the report type and headers.

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Islam Hosni
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73 views1 page

Dashboard Reports Process Flow Guide

The document describes a dashboard reports process flow that involves: 1) Clearing previous filters and results, setting report criteria and date ranges, and getting the last row of data. 2) Running advanced filters on the data and bringing results to the dashboard sheet. 3) Clearing old report cells, setting default dates and formatting, and copying the report into the dashboard. 4) Running protection macros, refreshing the display, and setting the report type and headers.

Uploaded by

Islam Hosni
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Dashboard Reports Process Flow

ORIGINAL DATA
(Separate Sheet)

Add Criteria & Set Report # & Clear Prev. Set Date(s) & Get Last Results
Get Last Row Run Advanced
Results Defualt Date Filters & Other Criteria Row & Check For
Of Data Filter
Headers Range Results Filters No Data

DASHBOARD
SHEET

Set Default Use Bring Results From Set Any On- Get Last Report
Clear Old
Report Cells
Dates & Date Inline NO Data Sheet To Demand Row From Last
Range # Filter? Reports Sheet Formulas Data Row

YES Set & Define


Report Range
Set B11=True
& B20 =
Column Diff. Copy & Paste
Report Into Man
Section

Run Sheet Reset Calc. & Run Add Selected Copy &
REPORT Set Report &
Protection Screen Report_Set Checkboxes Transpose
COMPLETE Display Type
Macro Updating Type Macro For Headers Column Headers

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