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schmittyj585
Contributor II
Contributor II

Automatic Filter when opening app

Hi!

I use an app that references a planning month and forecast month. I would like to open the app each month and it automatically filter ForecastMonthYear to current + future months. 

schmittyj585_1-1695818985558.png

 

 

 

Labels (6)
17 Replies
schmittyj585
Contributor II
Contributor II
Author

Thank you Akash! I do not have access to create master dimensions, so I just created a random dimension. Below are the results I was looking for to create a bookmark. FYI - I did have to add a -1 to the end of the below formula to get the month below also.

=Right(Month_Year,2)&Date(Date#(left(Month_Year,3),'MMM'),'MM') >= Num#(Text(right(Date(Today(),'YYYY'),2)&Date(Today(),'MM'))) -1

schmittyj585_0-1696610245530.png

 

schmittyj585
Contributor II
Contributor II
Author

The only problem I am now having is that the bookmark only opens the latest date:

 

schmittyj585_0-1696611312926.png

 

Gabbar
Specialist
Specialist

The only possible reason for that could be that those are you maximum dates or after searching you selected a value rather than hitting enter.

Also Could you show the expression in bookmark, like what is written in bookmark for this made dimension
example in my bookmark it is like

Gabbar_0-1696614491621.png

 

 

schmittyj585
Contributor II
Contributor II
Author

Sure, no problem. I am just hitting enter to include both dates, then creating bookmark. Below is the formula in my bookmark, but only most current  month reloads after refreshing Qlik.

 

schmittyj585_0-1696861884386.png

 

Gabbar
Specialist
Specialist

It should work normally, Does your field have limited values?, What is the max value that  is coming in the field created for filter?

schmittyj585
Contributor II
Contributor II
Author

The max value is working correctly, which is "OCT23" and coded as "10/1/2023". It is the prior month that does not auto generate with the bookmark.

Gabbar
Specialist
Specialist

Try this

{<[=Right(Month_Year,2)&Date(Date#(Left(Month_Year,3),'MMM'),'MM')]={"=Right(Month_Year,2)&Date(Date#(left(Month_Year,3),'MMM'),'MM') >= Num(Num#(Text(right(Date(Today(),'YYYY'),2)&Date(Today(),'MM')))-1)"}>}

(I copied the above expression from my bookmark and edited it so it might not seem same)

put the num#() and -1 together in another num function.

schmittyj585
Contributor II
Contributor II
Author

Hello Gabbar, 

 

I am sorry, unfortunately, the same thing happens. It is successful and I create the bookmark, but when I close fully out of the web browser and come back into Qlik, the bookmark only includes the max date.