1 Reply Latest reply on Feb 14, 2020 5:30 PM by Rohit Yeruva

    Set chart to display current month by default, BUT, change the month displayed based on the selection of another table.

    Oliver Tommy

      Hi there!

       

      I am trying show display figures in a table, with a single bar chart below to show the data.

       

       

      The plan is:

      The chart at the bottom comparing the profit and sales by month, SHOULD just display the current month by default i.e. February

      However! If the user clicks on a month in the table i.e. March, I want the chart to change the month it displays to March as well, and then default back to the current month.

       

      Let me know if you need any other information.

       

      Thanks in advance!

        • 1. Re: Set chart to display current month by default, BUT, change the month displayed based on the selection of another table.
          Rohit Yeruva

          Hey Oliver,

           

          Assuming that your current period is December or Q4, you can use sets for what you want!

           

          1. Create a set for displaying the current period in the below chart. Values in the set: Since you have 2 date formats - month & quarters, you have to select December first, then change the parameter to quarters and then select Q4. Let's name this set as 'Current Period'.

           

           

          2. Create another set and do not select any values. It's going to be an empty set and let's call it 'Selected Period'.

           

          3. Select these two sets and create a combined set. Let's name it accordingly. In the combined set, select all members in both sets.

           

          4. Add this combined set to the Profit vs Sales sheet as a filter.

          5. On the dashboard, remove your filter action and create set values action.

           

          6. Create the above set action as below. So, when a month on Sales by Market sheet is selected, that month value is passed into the 'Selected Period' set that we created earlier which in turn updated the combined set. Make sure that you select "Remove all values from set" at the bottom to ensure that the sheet at the bottom switches back to current only once you deselect.

           

          7. Now that should do the trick. However, if the user clicks on the market instead of the single month, all the months are selected which means all the months are displayed in the below chart. If you don't want this to happen, just place a floating blank object over the market values which would not let a user click it.

           

          Let me know this is helpful. If you think I answered your question, then kindly mark it as the correct answer so that the thread can be closed and it will help others to take reference from.

           

           

          //Rohit