Filtering a Custom Report Based on User Selection

rrist
edited February 11 in User Experience

Hello,

We have a series of reports that we want users to have the option to select a Year over Year comparison (such as 'FY25B vs FY25A' in the dark blue) and the corresponding light blue to be filtered. Below is an end result of one selection:

If a user were to select 'FY25A vs FY24A' the result would look like this:

This is the list of options for dark blue, the options users can choose from in a dropdown:

List of light blue options that will be mapped to the specific dark blue selections:

Time/Version are not dimensions in these modules. There is a series of 'fake' lists and line item subsets that properly bring in the data. I'm stuck on how to give users access to adjust the dark blue list and have the mapped light blue selections filter on the views.

I first considered a boolean filter selection, but it doesn't look like reports allow that. So I think a page filter with the dark blue will be the best chance. Any advice on how to set up the mapping would be greatly appreciated. Thanks!

Update:

I've also tried making the dark blue options the parent of the light blue options. This allows a dropdown that adjusts the dark blue sections properly. But still running into issue of not finding a way for the light blue section to adjust based on what (dark blue) parent is selected:

Light Blue dimensions:

Dark Blue dimensions:

Best Answer

  • rrist
    edited February 11 Answer ✓

    I figured out a solution:

    The 'additional insights' panel allows boolean selections. So I used a selection for the parent list:

    With DCA Read Access Driver for the child, line item with formula 'TRUE':

    Next steps are formatting improvements, DCA to allow users to just make one selection at a time, and a 'refresh' action button.