New UX : Year selector to sync the Monthly view

tompatrick.ting
tompatrick.ting
in User Experience

Hi,

 

How can we publish Year only as the page selector in new UX to synchronize the monthly view?

 

Thanks,

Tom

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Answers

  • Vinay VaradarajM
    Vinay VaradarajM

    Hi @tompatrick.ting ,

     

    You can use the 'Show / Hide' , in the context selector to open a menu of options. And then, you can choose to switch off 'Time (Details)'.

    Below are the screenshots which might help you!

     

    vinayvm_2-1607410089376.png

     

    vinayvm_4-1607410246194.png

     

  • tompatrick.ting
    tompatrick.ting

    @Vinay VaradarajM, thanks for replying. I don't have that option in our time dimension. Please advise what I am missing. 

     

    CommunityMember94835_0-1607417378799.png

     

  • Misbah
    Misbah

    @tompatrick.ting 

     

    Go back One more step until you reach the module views (custom module View in NUX). There you can show/hide your levels. However keep one thing in mind that once you use "Show/Hide" option hierarchy sync doesn't work.

  • tompatrick.ting
    tompatrick.ting

    Thanks @Misbah ,

    Its really not showing on my page. Instead, i decided to create a module for year selector and applied the filter to show the monthly phasing.

  • Vinay VaradarajM
    Vinay VaradarajM

    Hi @tompatrick.ting ,

     

    The reason you do not see 'Show / Hide' is, if you do not have Time dimension in your Page/Context selectors in the Pivot.

    - In such cases, you can adjust your pivot to have Time dimension in context selector, which will enable the 'Show / Hide'

    - Then, you can choose to disable the Time(Details) to only show years

    - And then, again return back to your required pivot (where you wanted Time to be showing as Columns possibly), and publish it

     

    This should help!

     

  • ChrisAHeathcote
    ChrisAHeathcote

    @tompatrick.ting 

    If you would like to show months in the table and allow the user to filter the view by selecting only a year then you need to create a module filter using a time property module.

    The hierarchy filters which you have enabled can not be filtered to only show the parent as @Misbah has suggested.

    Create a flat filter selector module with a time period formatted line item. Change this to years and publish to the relevant page using a field card. 

    In a time properties module set to months create a line item called FY and format this as year time period. Use the following formula to set this as the financial year for the respective month.

     =parent(item(time))

    Create a new line item called year filter. Format this as boolean. Use the following formula to check all those months whose FY matches the filter selector module.

    =Time Properties Month.FY = Year Filter Selector.FY

    Use this filter line to filter your table in the UX.

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