Forum Discussion
Opportunities progress based on date slicer selection
Hi AndMich,
You can try to use below formula to add year month to filter the original table.
Calculate Column: Year Month(End) = IF(MONTH([Query Date]+1)<>MONTH([Query Date]),FORMAT([Query Date],"mm/yyyy" ),BLANK())
Regards,
Xiaoxin Sheng
Hi AndMich,
You can try to use below formula to add year month to filter the original table.
Calculate Column: Year Month(End) = IF(MONTH([Query Date]+1)<>MONTH([Query Date]),FORMAT([Query Date],"mm/yyyy" ),BLANK())
Regards,
Xiaoxin Sheng
Hi Xiaoxin, thank you for response,
Actualy my goal was to create some relationship between selected range of dates to the deals that was in the minimum point of this selection and see their progression overtime while the deals filter themselves according to the current selection.
In your example you created another slicer in order to choose the deals, is there another way to achieve the goal of automatic filtering the deals that corresponding the slicer selection ( one slicer only )?
I did it with two slicers of dates ( see example below). First slicer(month progress) to select the start date , and second(month/year) for the progression dates.
The goal of first slicer(month progression) is to filter only the opportunities that were exist for the selected query date,
the second slicer (Month/Year) defining the date range of presentation of the selected above opportunities.
I am attaching the data connection model:
the first slicer defined by DateForProgression table and the second by DateFilter table.
But I think that there is another way (i.e. only select one slicer) to achieve this goal.
Best Regards,
Andrey.
Hi AndMich,
>>In your example you created another slicer in order to choose the deals, is there another way to achieve the goal of automatic filtering the deals that corresponding the slicer selection ( one slicer only )?
Yes, only use date slicer also support your requirement.( Actual I add the type slicer to make my sample visual as same as the screenshot which you provided.)
Regards,
Xiaoxin Sheng