The Detail page on the Equipment Summary dashboard does not have a slicer for Cost Center, so we are unable to utilize it to see costs/information for each site on this page.
There is also no option to filter by Cost Center on any of the pages, so the dashboard itself is not very useful for our organization as we would like to see costs/revenue broken down by each site (Cost Center).
This would be beneficial so that we could have each site's information available at a glance, instead of the entire organization without a way to break it down. We do not use the Division field for this purpose, so that is not an option for us.
Jon Greenhill
| Company | Hatzel and Buehler |
| I need it... | Yesterday...Come on already |
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One clarifying note, Jon - today you can edit the "Equipment Summary" , "Service Summary", and "Contract Status Summary" standard reports.
This is the goal with all net new standard reports we put out that they're editable (because they point directly to the custom datasets you have access to build your own reports with as well).
The original 3 (job cost detail, commitments, contract status) are not yet editable. We're working on implementing that still.
Thanks!
Thank you Austin!!! I didn't realize we could modify the Viewpoint Standard reports. This helps a ton.
Hello!
Great idea! A way to achieve this would be to edit the Equipment Summary Dashboard to change a slicer / change anything you'd like.
1. On the right hand side of the report name in Analytics, click the 3-dot ellipses.
2. Click "Open in Power BI" (this will open the Power BI editor where you can make any changes to the standard reports you wish).
3. Click the slicer you want to change & swap the value you'd like to see (Division --> Cost Center for example)
4. Save!
I'm attaching screenshots of how to make those edits as well.
Hope this helps point you in the right direction for making customizations to reports you need!