-
1. Re: Dashboard Date Filter
Jim DehnerJan 25, 2019 9:20 AM (in response to Michael Shaver)
1 of 1 people found this helpfulGood morning Michael
the short answer is that filters limit the amount of data on one worksheet were they are applied - but you are using different worksheets to so you have some flexibility in doing something on one sheet and something different on another
One way is to set a parameter (parameters are global and are available throughout the workbook) then develop different filters on the 2 sheets based on the parameter and the goals you want to achieve
It may also be possible to use sets and set actions but I would have to see the twbx to be more specific
Jim
If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution. Thank you.
-
2. Re: Dashboard Date Filter
Michael Daddona Jan 25, 2019 9:54 AM (in response to Michael Shaver)Hi Michael,
You can make your date filter a context filter and apply it to all sheets in the dashboard.
Then create a calculation that gives you the Max date for all the data using fixed, something like:
[Max Date] = {Fixed: Max(Order Date)}
Fixed LOD's are filtered by context filters, so it will always be the max date your user selects in the date filter.
Then you can apply this to your calcs, something like:
[Dollars 12ME] = If [Order Date] >= DATEADD('Month',-12,[Max Date]) then [Dollars] End
Or you can create a calc to show data for only the max date, something like this:
[Max Date of Selection] =IF [Order Date]=[Max Date] then [Order Date] END
I have uploaded an example of this workbook using superstore data for you to look at. This method avoids having to update a parameter each time and keeps your date filter dynamic when you update your data.
Thanks,
Mike
-
SampleWorkbook.twbx 2.4 MB
-
-
3. Re: Dashboard Date Filter
Michael Shaver Jan 25, 2019 10:14 AM (in response to Jim Dehner)Thanks for the feedback Jim. I've attached a twbx, which is a simplified version of the dashboard in question. What I'm attempting to do is have the date filter also update the charts (basically remove all data that is past the date selected by the user).
Thanks!
-
4. Re: Dashboard Date Filter
Jim DehnerJan 25, 2019 10:02 AM (in response to Michael Shaver)
I could not open the file - the daa was not extracted before posting but see Mikes solution above - very cool
Jim
-
5. Re: Dashboard Date Filter
Michael Shaver Jan 25, 2019 10:02 AM (in response to Michael Daddona)Thanks Michael! I'll give this a try.
-
6. Re: Dashboard Date Filter
Michael Shaver Jan 25, 2019 10:03 AM (in response to Jim Dehner)Thanks Jim -- reposted the file. Also, I am attempting to implement Michael's suggestion. Thanks!