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Manuel174102
Creator
Creator

Why are the buttons not working?

Hello everyone

So I want to set a button to select quarters of different years. 

I am doing the following: 

As action I select : "Select values matching search criteria" , then I have to select the field. I need to select [Posting Date.autoCalendar.YearQuarter] (((is the category I used to build the graphs))

but when I go through the list of categories that I can pick, it does not apper. Why? how can I solve this?

 

Labels (1)
1 Solution

Accepted Solutions
Andrei_Cusnir
Specialist
Specialist

Hello,

 

When when you select the option "Select values matching search criteria" then you only have the options to select the dimension as it is. The search criteria is looking for values that match the string that you supply. For example:

 

1. If your dates look like: 'M/D/YYYY' then you can use in search ='10/1/2026' and it will select all the rows where the date field is exactly '10/1/2016', if you type ='*2016', then it will select all the rows where the date field has 2016 at the end etc.

 

2. Now the Posting Date.autoCalendar.YearQuarter value looks like 'YYYY-Q#' which means that you will not be able to match it with the search criteria as you need it.

 

3. My recommendation would be:

  1. Go to Data manager
  2. Select your table and click on the edit button at the bottom
  3. Click on "Add field > Calculated field"
  4. For Name use: YearQuarter
  5. For Expression use: Year(ShipmentDate) & '-Q' & Ceil(Month(ShipmentDate)/3) // This will create the values YYYY-Q#
  6. Go to the button and select in the Field: YearQuarter
  7. Now if you use as value e.g. '2016-Q1' then you will get the selections applied as needed

 

 

Perhaps there are other ways as well to resolve this issue or use other workarounds, but this is what worked for me.

 

I hope that this information was helpful. In case I have misunderstood the use case scenario, please elaborate in details by providing additional information. However, if it has helped you resolve the issue, addressed your concerns or at least pointed you in the right direction, please mark it as Accepted Solution to give further visibility to other community members. 
 

 

Help users find answers! Don't forget to mark a solution that worked for you! 🙂

View solution in original post

2 Replies
Andrei_Cusnir
Specialist
Specialist

Hello,

 

When when you select the option "Select values matching search criteria" then you only have the options to select the dimension as it is. The search criteria is looking for values that match the string that you supply. For example:

 

1. If your dates look like: 'M/D/YYYY' then you can use in search ='10/1/2026' and it will select all the rows where the date field is exactly '10/1/2016', if you type ='*2016', then it will select all the rows where the date field has 2016 at the end etc.

 

2. Now the Posting Date.autoCalendar.YearQuarter value looks like 'YYYY-Q#' which means that you will not be able to match it with the search criteria as you need it.

 

3. My recommendation would be:

  1. Go to Data manager
  2. Select your table and click on the edit button at the bottom
  3. Click on "Add field > Calculated field"
  4. For Name use: YearQuarter
  5. For Expression use: Year(ShipmentDate) & '-Q' & Ceil(Month(ShipmentDate)/3) // This will create the values YYYY-Q#
  6. Go to the button and select in the Field: YearQuarter
  7. Now if you use as value e.g. '2016-Q1' then you will get the selections applied as needed

 

 

Perhaps there are other ways as well to resolve this issue or use other workarounds, but this is what worked for me.

 

I hope that this information was helpful. In case I have misunderstood the use case scenario, please elaborate in details by providing additional information. However, if it has helped you resolve the issue, addressed your concerns or at least pointed you in the right direction, please mark it as Accepted Solution to give further visibility to other community members. 
 

 

Help users find answers! Don't forget to mark a solution that worked for you! 🙂
Manuel174102
Creator
Creator
Author

Dude, thank you so much!! 

It did help!