4 Replies Latest reply on Jun 21, 2012 12:09 PM by Jess Lee

# Total by date range and end date filters

Hi All,

I have 2 worksheets from attachment.

1. Date Range: calculate the total account by filtering date range (start date and end date).  Please note "Date" filter needs to make global due to multiple worksheets that depend on this dimension.  I simplify this workbook by having only 1 dimension

2. End Date: start date is fixed 5/1 and end date changes.

I would like to do the following.

1. Show the same end date for both "date" filter and "end date" filter when I change end date from either filters

2. Total account is always count from 5/1 to end date and should not change even if i change start date in "date" filter in "end date" worksheet.  However, the total account will be the total between start date (can be >= 5/1) and end date in "Date Range" worksheet.

Thank you very much

• ###### 1. Re: Total by date range and end date filters

It is likely that you can get the results you are looking for by filtering with table calculations, or by using parameters, but I am not sure I understand your request.

- When I select a date from from x to y and a date max of z, then the result to display is the sum of amount for the dates a to b

(and then that description for other interesting combinations)

• ###### 2. Re: Total by date range and end date filters

I add the dashboard into workbook, i would like to see

Date Range = 460 between 5/4 (adjustable) and 5/14 (if I change to 5/15 this should apply to End Date total account as well)

End Date = 496 between 5/1 (fixed) and 5/14 (if I change to 5/15 this should apply to Date Range total account as well)

Please note date needs to be global due to dependency of other workbooks that i didn't include in here.

thank you

• ###### 3. Re: Total by date range and end date filters

The simple option is to use three parameters, and they are workbook global, as long as you place a calc field based on them on the worksheet filter shelf, no need to specifically set as global.

attached is an example of this

if you would like the range sliders, then I recommend a feature request to enable them, the workaround may be too complex.

• ###### 4. Re: Total by date range and end date filters

Joe, your suggestion works perfectly.  You are the best Many thanks