Dynamically Selecting Timeframes

[Jennell_Yorkman]

How can a button be used in a QlikView app to dynamically select the last 3 months?  I was asked that question a few weeks ago and thought it would make a good blog topic.  It can easily be done and can provide the user with a quick way to filter data by a timeframe.  Now there are other ways of doing this besides using a button for instance List Boxes can be used to select the desired dates.  In this example, I have used a Text Object to do this.

In a Text Object, I add actions that clear certain fields and then make some selection(s).  But before I do that I create variables that will be used in the actions.  For example, if I wanted two Text Objects that select the last 7 days and the past 3 months, I would first create a variable that stores the current date (let’s assume the current date is July 1, 2014) and then add additional variables for the two timeframes: past 7 days and past 3 months.  I added the following to my script and reloaded it.

The script creates a variable, vTodaysDate, that stores the current date (July 1, 2014) in the appropriate date format (as set in the SET DateFormat=’M/D/YYYY’ line in the beginning of the script) and then creates variables for the past 7 days and past 3 months.  The value of the variables once the app is reloaded is as follows:

vTodaysDate = 7/1/2014

vPast7Days = 6/24/2014

vPast3Months = 4/1/2014

These variables are then used in the action of the Text Object to select the specified timeframe.  So to see how this will work, let’s review the actions that are used for the Past 7 days and the Past 3 months Text Objects seen in the image below.

The Past 7 days Text Object would have the following actions:

Action Sort Order	Action	Field	Search String
1	Clear Field	OrderDate
2	Clear Field	Year
3	Clear Field	Month
4	Clear Field	Quarter
5	Select in Field	OrderDate	=’>=$(vPast7Days)’

The OrderDate, Year, Month and Quarter fields are cleared and then order dates that are greater than or equal to 6/24/2014 are selected.

The Past 3 months Text Object would have the following actions:

Action Sort Order	Action	Field	Search String
1	Clear Field	OrderDate
2	Clear Field	Year
3	Clear Field	Month
4	Clear Field	Quarter
5	Select in Field	OrderDate	=’>=$(vPast3Months)’

The OrderDate, Year, Month and Quarter fields are cleared and then order dates that are greater than or equal to 4/1/2014 are selected.

Making these selections by clicking a Text Objects with actions can be easier than selecting multiple dates from an OrderDate List Box.  When the user has the need to view the data based on predefined timeframes, Text Objects or Buttons can be used to simplify the process.  You can find an example of how to create timeframe links in my technical brief that adds timeframe selections to the Dashboard sheet of the Sales Management and Customer Analysis demo.

Thanks,

Jennell

[#2]

Thanks.

This is a really great idea,  I had been using a version from Rob Wunderlich which involves a interval match against the master Calendar, but the advantage of your version is I can offer the best ranges for the dashboard section in question.

The attached application is a treasure trove of good design idea.

I will have a detailed look at that. (Looks like I have a long way to go in dashboard design)

Best regards

Richard

[#3]

Thanks for the idea!

[Marcio_Campestrini]

Jennell, it's really a good idea. I'll start this in my applications ASAP.

Thanks.

[IAMDV]

Jennell - This is smart solution and simple to implement. I'm keen to see the performance implications compared to Flag & Set Analysis approach. I'll start using this approach. Thank you for sharing!

Cheers,

DV

www.QlikShare.com

[ashfaq_haseeb]

Thank for the innovative idea.

really good post.

Ashfaq

[#7]

well explained.

[ThornOfCrowns]

Nice, that will come in very useful for me.

[fosuzuki]

Hi Jennell, nice article!

I also develop my applications using these kind of stuff you mentioned, but I've played with QV.Next v0.9 and I realised that it doesn't have actions. Can you tell us if QV.Next v1.0 will be released with or without Actions?

[michael_solomon]

Thanks Jennell, I tend to do this by generating another table in the data model that links dates from the rest of the model with a label. ie. a 2 field table (DateKey and DateLabel). So for example there would be 7 records where DateLabel= 'Past 7 Days' and DateKey would range between 1/7/2014 and 25/6/2014.  Then another 30 records for the 'Past 30 Days' etc. You can put in as many of these as you'd like. That way the DateLabel field can be used as a list box, it performs well as it's linked to the model, and the developer doesn't have to manage Actions or filters of the other date fields.

[#11]

Nice article, it is very useful to offer the user's different time frames. Just one more thing, I would insert today`s date ( xxx and <=Today) into the search string too, because it could be, that there exist future date values.