Create Dashboard based on Business Unit

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Posted on by Irfan Mughal

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Hi,

We have created different Business Unit and each user has assign business unit. Now i want to create a dashboard based on business unit that show sales, leads, opportunities of only business unit.

Dashboard show results/data based on logged user business unit. If user A belongs to BU XYZ so dashboard show result only from XYZ business unit.

please guide how to create such dashboard.

thanks

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danikahil 85 User Group Leader on at

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RE: Create Dashboard based on Business Unit

Hi Irfan,

If you configure the security roles correctly (Ex: assign privileges so that Users only see records in their Business Unit), the Dashboard will automatically filter the data to display based on the restrictions you have in your Security Role.

You can find additional information on security roles under:

technet.microsoft.com/.../dn531090.aspx

Hope it helps.

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