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ysapiyev's avatar
ysapiyev
Icon for Responsive Resident rankResponsive Resident
8 years ago
Solved

Bookmark with slicers

Hi everyone,   I have a report page with several slicers. And I'm using bookmark to clear slicers. However, Ihave a date filter, which is controlled by cutom filter, so it will display selected per...
Tips and Tricks
  • ysapiyev's avatar
    ysapiyev
    8 years ago

    Solved issue by applying bookmark to selected visuals, excluding date filter.

     

    Regards,

    Yerkhan

MFelix's avatar
MFelix
Icon for Super User rankSuper User
8 years ago

Hi ysapiyev,

 

Depends on how you setup the initial state or if the slicer is within the bookmark, this as several forms to make it work.

 

If you put all your slicers cleared except the one with dates refering to first month and you make the bookmark it will make the updates to clear all and put date slicer in first month. You can also select all slicers except the one with dates and apply the bookmark to all selected visuals in this case when you select the bookmark the date will keep the user selection and clear all the others.

 

Regards,

MFelix

 

ysapiyev's avatar
ysapiyev
Icon for Responsive Resident rankResponsive Resident
8 years ago

MFelix

 

Thanks. Is there any way to update bookmark as scheduled process or something else? 

Currently, date slicers shows data for 3  months rom yesterday. So, when I click on bookmark, it goes to state, when bookmark was created. So, is it possible to clear it some other way?

 

Regards,

Yerkhan

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    ysapiyev,

    Do you want to update bookmark status automatically? If so, I am afraid that it is not possible. 

    When you want to change initial status of a report page after clicking a bookmark, you would need to reset the slicer and update the bookmark manually.



    Regards,
    Lydia

    • ysapiyev's avatar
      ysapiyev
      Icon for Responsive Resident rankResponsive Resident
      8 years ago

      Anonymous

       

      Thanks for your answer.

       

      Whan about linking bookmark to visual with uploaded image? I wanted to combine two processes: bookmark to clear filters with string inputs and custom slicer to clear date filter. How it can be achieved?

       

      Regards,

      Yerkhan

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        ysapiyev,

        I am not sure about what you want to achieve by "custom slicer to clear date filter". But you can link bookmark to image. There is a video for your reference.

        Regards,
        Lydia

  • MFelix's avatar
    MFelix
    Icon for Super User rankSuper User
    8 years ago

    Hi ysapiyev,

     

    When you say that your bookmark show information from 3 months for yesterday is all your report filtered to that or is is just the values that are selected in the slicer and people then can go back?

     

    If it's all the report on the report visuals if you choose the advance date filter to get previous 3 months, should work.

     

    Regards,

    MFelix

    • ysapiyev's avatar
      ysapiyev
      Icon for Responsive Resident rankResponsive Resident
      8 years ago

      MFelix

       

      3 month is default value. There is custom date filter and regular. Regular is used to select date input, custom to select date periods. So, user can select period, for example year, and select specific date through regular filter. 

       

      So, when I use advanced filter, I can't go back then 3 months.

       

      Regards,

      Yerkhan

      • MFelix's avatar
        MFelix
        Icon for Super User rankSuper User
        8 years ago

        Hi ysapiyev,

         

        I have a dahsboard, that need to have last month always showing however I compare with AOP and Forecast that goes all the way until december, and getting the current month value for actuals based on slicer was always giving me 0 because there were no actuals on the maximum date (december)

         

        I use a change on my actuals measures to look something like this:

         

        Current Year = 
VAR Selected_Min_Date =
    MIN ( Dim_date[Date] )

// Select Mininum date of calendar to get year

VAR Select_Max_Month =
    MAX ( Dim_Date[Month] )

// Select Maximum date to check if it's until december

RETURN
    IF([Actuals] = 0; BLANK();IF (
        DISTINCTCOUNT ( Dim_Date[Month] ) = 12;
        CALCULATE (
            [Actuals];
            Dim_Date[Date]
                = DATE ( YEAR ( Selected_Min_Date ); IF(MONTH ( TODAY () ) = 1 ; 12 ; MONTH(TODAY())  - 1) ; 1 )

// choose the month before current month

        );
        CALCULATE ( [Actuals] ; Dim_Date[Month] = Select_Max_Month)
    )) //otherwise give current monthn

        Maybe you can use something similar to adjust your values to get the last 3 months.

         

        Regards,

        MFelix