topic Re: Set Default View based on Most Recent Year in QlikView

Set Default View based on Most Recent Year

Wed, 25 Nov 2020 16:16:04 GMT

Hello,

In my example qvw file, it shows the Year from 2007 to 2015. When I open up the qvw, the current default view is match the current Year range.

How if I only want to show the most recent 3 years in the default view without manually set up condition for year = 2013, 2014 and 2015? Becuse I could have year, 2016, 2017, 2018 ... ... in the future. Is there a way to set up the defalt view with only the most recent year in listbox. By the same time, I would like to show previous years as options/selection for users.

Thanks in advance,

Becky

Re: Set Default View based on Most Recent Year

sudeepkm — Fri, 29 Jul 2016 15:20:21 GMT

you can use "On Open" trigger as below.

On Open Trigger > Select in Field >

Field Name: Submit_Year

Search String: ='>=$(=max(Submit_Year)-3)'

Select your alternate state accordingly in the on open trigger menu.

Re: Set Default View based on Most Recent Year

Fri, 29 Jul 2016 15:25:49 GMT

Thanks so much! This solved my problem.

A futhur question in my mind is can I only create on "On Open" trigger but apply for two of the tabs?

For example, I can create the 'On Open" Trigger and selet "Submit_Year. Then I will probably need to create the second "On Open" trigger and "Receive_Year". Is there a way only create one trigger with one general date field that will apply on all the tabs?

Re: Set Default View based on Most Recent Year

sudeepkm — Fri, 29 Jul 2016 15:34:21 GMT

That is basically the reason for creating a Master Calendar. In your case it seems if you create a master calendar that would combine all the years in range from two year fields then you can use that field in trigger.

You have alternate states too in your app so I would suggest to be careful implementing a solution so that it won't impact any use cases/ business scenarios.

If those two Year field are required to be used independently then I would think of creating two triggers.

Re: Set Default View based on Most Recent Year

Fri, 29 Jul 2016 15:40:59 GMT

Thanks for giving more details.

I am having trouble for my Master Calendar now. It only applies on Case_Receive tab but doesn't work on Case_Submission tab. I posted another one for this issue Master Calendar/Canonical Calendar

For your second suggestion, I know it make sense. But I am not sure how a solution could impact user cases/business scenarios. Do you mean that maybe a user want to see the updated result based on their date selection on both tabs?

Thank you!

Becky

Re: Set Default View based on Most Recent Year

sudeepkm — Fri, 29 Jul 2016 15:49:46 GMT

I'll go through the other post.

So if your requirement is that end users want to select a single date field and that would be applied to all the date fields in the application then you would need to try some field event triggers that would be applied to both the date fields. I think you are currently using Variable event trigger but that is only applied to Receive date.

In case users want the two dates to be driven independently then you can use it as you have now. One tab for receive and other for submit.

Re: Set Default View based on Most Recent Year

Fri, 29 Jul 2016 17:18:46 GMT

Thank you! I will discuss with users then to see if I need to change my approach.

Best,

Becky

Re: Set Default View based on Most Recent Year

Tue, 02 Aug 2016 16:55:30 GMT

Hello,

Can you please let me know how to do, if I need to set the most recent 3 year in dimension or expression in a chart?

This solution doesn't work...='>=$(=max(Submit_Year)-3)'

Thanks,

Becky

Re: Set Default View based on Most Recent Year

sunny_talwar — Tue, 02 Aug 2016 16:58:04 GMT

How about this?

.='>=' & Max(Submit_Year)-3

Re: Set Default View based on Most Recent Year

Tue, 02 Aug 2016 17:00:49 GMT

Thanks Sunny...Still doesn't work...

Re: Set Default View based on Most Recent Year

Tue, 02 Aug 2016 17:01:26 GMT

It shows :

Re: Set Default View based on Most Recent Year

sunny_talwar — Tue, 02 Aug 2016 17:03:22 GMT

Try this:

If(Submit_Year >= Max(TOTAL Submit_Year) - 3, Submit_Year)

Re: Set Default View based on Most Recent Year

Tue, 02 Aug 2016 17:09:24 GMT

Yeah, this works. Thanks Sunny!

But it somehow shows a Null year value...

Re: Set Default View based on Most Recent Year

sunny_talwar — Tue, 02 Aug 2016 17:10:19 GMT

Select 'Suppress When Value is Null' on the dimension tab for your dimension

Re: Set Default View based on Most Recent Year

Tue, 02 Aug 2016 17:12:48 GMT

Awesome! All set!

Re: Set Default View based on Most Recent Year

Fri, 19 Aug 2016 09:31:16 GMT

This search string doesn't seem to work for me for similar usage. My field is [COB Date]

I am pulling last 15 days data and want to default open on most recent date.

The data looks like this - 17/08/2016 00:00:00

Re: Set Default View based on Most Recent Year

Fri, 19 Aug 2016 12:30:19 GMT

Have you try to use floor() function to convert your date from Timestamp format to Date format?

Re: Set Default View based on Most Recent Year

Fri, 19 Aug 2016 14:05:42 GMT

Didn't work. Tried with Getdate()-1 in searchstring also.