Filtering for Month or Quarter or Annual Totals

howard · 2023-11-06T20:25:28+00:00

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I'm trying to do dynamic filtering of the periods in a report based on another module where I enter report start and report end date. I want the option to:

Show only months between date 1 and date 2
Show only the qtrly totals between date 1 and date 2
Show only the annual total between date 1 and date 2

Accepted answers

All comments

Vamsi_Kaki

Hello @howard ,

Selection Module (where u input dates)

2. Time Filters Module

3. Apply "DB Filter" on your target module

I hope the above approach will meet your requirement

Thanks,

Vamsi

rob_marshall

@Vamsi_Kaki

Question, I think you can make that easier by having the summary of ANY on the Months? line item, which will incorporate the Quarters and Years, no?

howard

Thanks guys! I'm getting closer by using the time function. To clarify:

my income statement is 2 years
Totals: Month, Qtr, and Annual
- 24 moths columns, 8 qtr columns, and 2 annual columns
I want to hit a filter and show:
- Annual: Result should = 2 columns
- Qtr: Result should show 8 columns

I may be wrong, but the answers don't drill down to these results. but I could be doing something wrong. Am I using your functions correctly?

howard

I think I figured it out. I needed the time scale to be qtr or year as well. THanks guys!

Vamsi_Kaki

Hello @rob_marshall , You are absolutely right. Having the summary of ANY on the Months? line item gave me the expected result. My bad, I missed that summary point.

Thanks,

Vamsi

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