Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
3 years ago

Filter Data for other Quarters Automatically based on current quarter selection

Hi, So i have 4 Matrix Visuals (filtered by 4 to 5 visual dropdowns). One of the dropdowns is an FYQ dropdown itself

The matrix visuals are basically Fiscal Year and Quarter. For example FY23Q1(Current Quarter), FY23Q2(Next Quarter), FY23Q3(Q+2) and FY23Q4(Q+3)
So when FY23Q1 is selected using one of the Fiscal Year/Quarter dropdowns. Lets say FY23Q1 then the values from  two columns namely Name and Description are populated( from a large table called Group Offering )

Now for the first matrix which is basically the current quarter the selection from FYQ (FY23Q1) dropdown correctly gives us the table . HOwever it would be nice to also have the remaining FYQ matrices automatically populate the data from the two columns based on the appropriate quarter. I.e when FY23Q1 is selected from the dropdown i should be able to get the Data for not just the FY23Q1, but also for FY23Q2, FY23Q3 and FY23Q4. Currently selecting the dropdown as FY23Q1 will populate the same data for FY23Q1 on all matrices

Need Help
Show and Tell

2 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    3 years ago

    Anonymous , You have create a column, as of now, to default values

     

    Switch( True() ,

    format(today(), "YYYY\QQ") = format([Date], "YYYY\QQ"), "This Qtr",

    [Qtr Year]

    )

     

    and save this on "This Qtr"

     

    Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Thanks amitchandak. Unfortunately this is a set of Quarter Values that are filled by folks manually and stored on an SQL server. I dont see any  dates in there.  Do you think the date/time functions would help in this case? These FYQ values are merely categorical in nature with no time relationship