topic Re: Set analysis and the calendar table in App Development

Set analysis and the calendar table

maxim1500 — Fri, 08 Apr 2016 15:41:13 GMT

Hello,

I have different charts using dates differently. For example, I have some bar charts displaying total values for months, years, quarters, etc. Each of them use a column from the calendar table as a dimension.

I also have a scatterplot displaying trailing 12 months revenues. The date is filtered using set analysis:

Sum({<MonthlyFact.SnapshotDate = {"<=$(=max(num(MonthlyFact.SnapshotDate)))"}*{">=$(=num(addyears(max(MonthlyFact.SnapshotDate),-1)))"}>}[AccountMonthly.FirmCurAdvisorRevenue])

Since the filtering is not done on the same field [MonthlyFact.SnapshotDate] vs calendar table columns, I loose my trailing 12 months selection if I click on a single month. If I replace the calendar columns with SnapshotDate in my bar charts, I can select a date and the trailing starts at that date. This is the expected behavior.

Is there a way to be able to display months, quarters and years on some charts and still be able to use set analysis?

Thank you!

Re: Set analysis and the calendar table

sunny_talwar — Fri, 08 Apr 2016 16:50:32 GMT

May be this:

Sum({<MonthlyFact.SnapshotDate = {"<=$(=max(num(MonthlyFact.SnapshotDate)))"}*{">=$(=num(addyears(max(MonthlyFact.SnapshotDate),-1)))"}, CalanderDateField, CalanderMonthField, CalanderQuarterField, CalanderYearField>}[AccountMonthly.FirmCurAdvisorRevenue])

Re: Set analysis and the calendar table

maxim1500 — Fri, 08 Apr 2016 17:08:52 GMT

Indeed! Thank you very much for your time!

Re: Set analysis and the calendar table

sunny_talwar — Fri, 08 Apr 2016 17:13:34 GMT

Not a problem