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Linking Dossiers to Create Workflows

Explore how to use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. Linking can improve dossier performance by eliminating the need to include all possible datasets for a single workflow in the same dossier. For example, you include high-level business KPIs in an overview dossier for executives that then provides links to different dossiers focused on different areas of the organization with more detailed datasets, such as sales trending or marketing campaign performance.

To learn more about dossier linking, check out these links:

  • Desktop
  • Workstation
  • Web