Period shown module automatically update when i update the time selector

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Occasional Contributor

Period shown module automatically update when i update the time selector

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

5 REPLIES 5
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Super Contributor

Re: Period shown module automatically update when i update the time selector

@tompatrickting 

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. 

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Occasional Contributor

Re: Period shown module automatically update when i update the time selector

Hi @ChrisHeathcote , 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

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Super Contributor

Re: Period shown module automatically update when i update the time selector

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

 

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Occasional Contributor

Re: Period shown module automatically update when i update the time selector

Hi @ChrisHeathcote , 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

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Super Contributor

Re: Period shown module automatically update when i update the time selector

@tompatrickting 

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.