Filtering for Month or Quarter or Annual Totals
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
Answers
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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
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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?
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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?
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I think I figured it out. I needed the time scale to be qtr or year as well. THanks guys!
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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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