User Selected YTD Time Filter
Currently have a developed user-selected time filter we use on all of our UX Pages.
We just implemented the YTD summary yesterday and now I am struggling to get some sort of filter in place where I can check a box and it appears similar to how months, quarters, and years work when filtering for FY21 and FY22.
I am open to all suggestions!
Thanks in advance.
As YTD is part of Time summary, there are only two options. Either a user need it or not. You may approach this by creating a separate module whether to show YTD.
- Create a module YTD check (with Users dimension). Add a line item Show YTD?
- Next we shall link it to final filter: IF YTD check. Show YTD? then Item(Time) = Time. YTD else FALSE
Before YTD check
After YTD check
Final Filter module:
Hope this helps!1
Hi @Nagaraju - thank you for the help
While this worked as you had shown, when I implemented it on our main Application it was not toggling the YTD column as planned. Do you have any idea why this would be?
In the Final Filter, apply the summary as "Formula". Probably you may have not done that.0
I forgot to apply it to "Users" lol, thank you so much for the help!!0