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2. Re: Dynamic quick filter & conditional sum
If you are posting the workbook to Server for people to use, just set the Report Year Filter to 2016 when you publish it. That way when they open the workbook it will default to that. They would have to change it to see any other year.
-Hope
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3. Re: Dynamic quick filter & conditional sum
Also found this post which shows hot to change the Report Year to descending in the Quick Filter.
Can I sort the entries on a Quick Filter card in descending order?
-Hope
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4. Re: Dynamic quick filter & conditional sum
If I save it to 2016 and publish then what happens when we enter in 2017 and the database returns 2017 as value for that filter?
Also any idea how I can achieve this - 1. I want to show 'sales' at each state in tooltip by different codes. e.g sales for total 'xyz' = 1234 at sates TX and sales for 'ABC' = 456 at same state TX in toolip - how do I achieve this?
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5. Re: Dynamic quick filter & conditional sum
I tried IF [Codes] = 'XYZ' THEN [Sales] END this gives me all sales for all 'XYZ'
I want to combine sales of 'XYZ' & 'ABC', how do I modify this calculated field to give me total sales for 'XYZ' & 'ABC'?
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6. Re: Dynamic quick filter & conditional sum
I am able to get the sales for just ABC and xyz with this formula:
IF [Codes]="ABC" or [Codes]="xyz" THEN [Sales]END
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7. Re: Dynamic quick filter & conditional sum
I suppose when 2017 started, you would have to edit the published workbook to have 2017 chosen in the filter. Not ideal to have manual changes. Perhaps someone else will know a way to get it to default to the current year.
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8. Re: Dynamic quick filter & conditional sum
I dont think I want to update the workbook each year, rest of my life
Need more dynamic solution to handle 'Report Year'
Thanks for your help on other 2 things.