Period shown module automatically update when i update the time selector

tompatrick.ting
tompatrick.ting
in Modeling

Hello,

 

Is there a way I can automatically change the shown period in my module when I change the time selected?

 

See screenshot attached. I need to show the period in each line item.

tompatrickting_0-1601539302110.png

 

Thanks,

Tom

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Best Answer

  • ChrisAHeathcote
    ChrisAHeathcote
    Answer ✓

    Ok.

    Then I would create a line item subset (LIS) and use this in your filter as an additional dimension.

     

    Use a IF THEN function to determine which formula is allocated to each line item.

     

    = IF ITEM(LIS) = LYTD ACTUAL THEN ITEM(TIME) = PERIOD(CURRENTPERIODEND()) - 12 ELSE ITEM(TIME) = PERIOD(CURRENTPERIODEND())

     

    You will only need one line item using the above

     

Answers

  • ChrisAHeathcote
    ChrisAHeathcote

    @tompatrick.ting 

    You can use a time system module to create a filter.

    I will assume that the time period is the current period as set in the model time settings. 

    Therefore, create a module dimensioned only by time period month.

    Create a line item called 'Current Period' and format this as a boolean.

    Use the following formula = ITEM(TIME) = PERIOD(CURRENTPERIODEND())

    This will check the current period as per the model time settings. 

    You can now use this to filter your time dimension in the target module.

     

    Edit - I notice that you also need last year. 

    Create a second line item called, 'Last year.'

    Use the following formula = ITEM(TIME) = PERIOD(CURRENTPERIODEND()) - 12

     

    Create a third line item called, 'Final Filter.'

    Use the following formula = Current Period OR Last Year

     

    Use this, 'Final Filter,' in your target module.

     

    PS. I would swap your line items and time in the pivot so that time sits above. It will present better in the resulting table. 

  • tompatrick.ting
    tompatrick.ting

    Hi @ChrisAHeathcote , i have done that but i still need to manually hide the other period in the module.

     

    See below screenshots.

    tompatrickting_0-1601541043618.png

     

    tompatrickting_1-1601541083671.png

     

    Thanks for helping.

    Tom

  • tompatrick.ting
    tompatrick.ting

    Hi @ChrisAHeathcote , thanks that solution works. 

     

    In addition, is there a function I can use in the Time system module that will auto-update based on the time selector in the dashboard?

     

    tompatrickting_0-1601548592924.png

     

     

    Regards,

    Tom

  • ChrisAHeathcote
    ChrisAHeathcote

    @tompatrick.ting 

    To synch the filter to the time selection you need to base the function on that line item.

    From the screen shot I assume you have published a line item format to time period month. 

    Instead of referencing PERIOD(CURRENTPERIODEND()) just reference that line item.

    When you select from the drop down the filter should automatically update.

     

     

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