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Hello, community. I have been working on a projects report dashboard that has different functionalities; among them to show ongoing or completed projects in the pipeline. I have a table visual that is as follows.
projectNo. | Client Name | Site name | Project Manager | Product | Revenue | Progress update |
33214 | Client A | New York | Alex | cloud | 32300 | complete |
33215 | Client A | Dallas | Diana | internet connection | 16000 | In progress |
33216 | Client B | Arizona | James | cloud | 27200 | Not Started |
33217 | Client B | Dallas | Wilfred | Equipment | 34200 | in progress |
33218 | Client C | Washington | Diana | Equipment | 14900 | Not Started |
33219 | Client C | Florida | Laura | Equipment | 45200 | Complete |
33220 | Client D | Alaska | Wilfred | Internet Connection | 34200 | In progress |
33221 | Client E | Chicago | James | Cloud | 22200 | Not Started |
However, I want to add a comments section to that visual to be as follows.
projectNo. | Client Name | Site name | Project Manager | Product | Revenue | Progress update | Comments |
33214 | Client A | New York | Alex | cloud | 32300 | complete | The project is closed . Awaiting billing |
33215 | Client A | Dallas | Diana | internet connection | 16000 | In progress | The project was stopped for conflict of interests |
33216 | Client B | Arizona | James | cloud | 27200 | Not Started | Waiting for confirmation of enough storage as requested |
33217 | Client B | Dallas | Wilfred | Equipment | 34200 | in progress | Project progressing well. |
33218 | Client C | Washington | Diana | Equipment | 14900 | Not Started | Too far to travel. Want to use third party |
33219 | Client C | Florida | Laura | Equipment | 45200 | Complete | Already completed and billed. Should be marked billed |
33220 | Client D | Alaska | Wilfred | Internet Connection | 34200 | In progress | Some equipment was missing. Should be almost done |
33221 | Client E | Chicago | James | Cloud | 22200 | Not Started | Awaiting for the Client CEO to sign |
As you can see the comments are dynamic and not dropdowns. The CRM used to obtain the data does not have the comment functionality hence we need an external source to achieve this. I was thinking of Excel but that will be very menial, however, not out. Also power apps and power flows also would be welcome. The projectNo is the Primary Key. Feel free to seek more clarification.
Solved! Go to Solution.
Hi @Datagulf ,
Unfortunately there is currently no similar function except the one I mentioned above.
You may consider to submit this as an idea.
Best Regards,
Jay
Hi @Datagulf ,
So the comments is from another table with projectNo. to connect with the table visual? Or you want a feature to add comments to corresponding projectNo. like end-user-comment ?
Best Regards,
Jay
Second option. I want a feature to add comments so that those comments can be connected to the Dashboard..
Hi @Datagulf ,
Unfortunately there is currently no similar function except the one I mentioned above.
You may consider to submit this as an idea.
Best Regards,
Jay
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