Time filter for users on Dashboard.

saibandaru
saibandaru
in Modeling

I am trying to set up time filter in such a way a user must be able to select start month and end month OR 

Every spring has 6 fiscal months or fall has 6 fiscal months 

 

What would be best way to do and how ?

 

 

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Answers

  • harish_bk
    harish_bk

    Hi Have line items as below

     

    1) Time period formatted to have start month

    2) Create end period with formula in lookup module

     

     

    You lookup module should have the start and end period manually for all the periods (this is like maintenance module)

     

     

  • harish_bk
    harish_bk

    If you just need time filter like page selector, just create a dummy module name time selector, just swap time to page items and create a module.

     

    Then adjust the column widths accordingly and publish to dashboard

  • saibandaru
    saibandaru

    Can you say some example . I have tried various formulas but not working as it should

     

    User selects Fy18 on dashboard then the grid should be able to show FY18 and FY19.

     

    May i know which  formula & time scale to be used??

     

  • saibandaru
    saibandaru
    @harish_bk wrote:

    Hi Have line items as below

     

    1) Time period formatted to have start month

    2) Create end period with formula in lookup module

     

     

    You lookup module should have the start and end period manually for all the periods (this is like maintenance module)

     

     


    Can you say some example . I have tried various formulas but not working as it should

     

    User selects Fy18 on dashboard then the grid should be able to show FY18 and FY19.

     

    May i know which  formula & time scale to be used??

     

  • lauren.levine
    lauren.levine

    This may also be helpful. https://www.youtube.com/watch?v=xLXbZeyqmko&list=PLat1JW8TS3RlhZ2PF_vtoqeRBX7Jcy6JF&index=4

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