Best practise for open app selection?

[KaukoMetsahovi]

Hi Guys!

My client use to have selections (like current year) when opening their Qlikview app. Now when we have moved their app on Cloud (+Qlik Sense convert), I was looking best practise.

Currently I have made the required selection on the Dashboard (like Year=2024), created a bookmark, I set the bookmark as public and default.

Do you agree this practise or do you have better? Any ideas how to set up a calculated selection(like Year = Year(today())?

Qlik Cloud Qlik Sense Enterprise on Windows 

[Or · Accepted solution]

Insofar as setting the default bookmark, I would say that having a dynamic default such as Year(Today()) is better if it's valid for your use case. This can be done by clicking the search icon on the Year field and then entering =Year=Year(Today()) and hitting Enter on your keyboard (don't select the value with your mouse). You can then save that as a default bookmark.

Some people prefer to have Year be non-mandatory and use expressions that force the most recent year if none has been selected, along the lines of:

If(Count(distinct Year)>1, Sum({<Year = {"Year(Today())"} >} Value, Sum(Value))

I'm personally not a fan of this approach and would prefer the first approach.

[KaukoMetsahovi]

Thank you for your quick reply! This =Year=Year(Today()) - approach is working fine in my case and it helps to resolve the dynamic selection needed.

[AdamBS]

I'd recommend using the DECLARE calendar generated by Qlik Sense Data Manager.  Then your bookmark can be YearsAgo = 0.

[GregWoodard]

I agree with Adam, a calendar works wonders especially if you have other flags like current month, current year, current fiscal year, etc.  Those can then be used as bookmarks very easily.