User Selected YTD Time Filter

Hi everyone,

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

Driving module:

Page/Board Filter:

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.

Accepted answers

Nagaraju

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

End Result:

Before YTD check

After YTD check

Final Filter module:

Hope this helps!

All comments

Nagaraju

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

End Result:

Before YTD check

After YTD check

Final Filter module:

Hope this helps!

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

Hi @CamdenMaggos

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

CamdenMaggos

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

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