User Selected YTD Time Filter

CamdenMaggos
CamdenMaggos
in Modeling

Hi everyone,

 

Currently have a developed user-selected time filter we use on all of our UX Pages.

 

Driving module: 

 

CamdenMaggos_1-1652458748637.png

 

Page/Board Filter:

CamdenMaggos_2-1652458795353.png

 

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.

 

Tagged:

Best Answer

  • Nagaraju
    Nagaraju
    Answer ✓

    Hi

    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.

    1. Create a module YTD check (with Users dimension). Add a line item Show YTD?
    2. Next we shall link it to final filter: IF YTD check. Show YTD? then Item(Time) = Time. YTD else FALSE

    End Result:

    Before YTD check

    Nagaraju_0-1652491257088.png

     

    After YTD check

    Nagaraju_1-1652491302309.png

     

    Final Filter module:

    Nagaraju_2-1652491526562.png

    Hope this helps!

     

     

     

Answers

  • CamdenMaggos
    CamdenMaggos

    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?

     

    thanks!

  • Nagaraju
    Nagaraju

    Hi @CamdenMaggos 

     

    In the Final Filter, apply the summary as "Formula". Probably you may have not done that.

  • CamdenMaggos
    CamdenMaggos

    I forgot to apply it to "Users" lol, thank you so much for the help!!

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