Selecting a month boolean line item then only month data should be displayed in other module

lakshmidarisi2025
lakshmidarisi2025
in Modeling

in Module i need to give 3 boolean line items named year ,month, quarter. in other module i need to have a line item named order amount .

so the thing is if i select a year boolean line item in the first module then only year data should be displayed in other module where i have a order amount line item same for month and quarter .I should not use filters. Can some one suggest the approach to follow ?

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Answers

  • AjayM
    AjayM

    Hi @lakshmidarisi2025 ,

    One statement from your question is confusing. "I should not use filters" - you can't achieve filtering without using filters. I might be wrong, so here is a solution with filtering:

    1. In a user dimensioned module, create the selection lineitems

    image.png

    2. In the SYS time module, if you don't have already, create below set of lineitems. Bottom 3 lineitems in this snapshot are optional, and alternate way to define filters

    image.png

    3. Define the filtering rule in a different module with both users and time dimension. This can now be used as filtering condition for time dimension across the model, wherever you have the mentioned requirement

    image.png


    Note: User dimension in selection module and filtering module helps to auto-apply filtering rule for each user upon selection of month/quarter/year, without disrupting other users' views. Also, please note the summaries, as they are crucial for this logic to work as desired.

    Cheers!

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