Need to select values in a filter based on selections made on another filter.

[Vinith_Kumar]

Hi All,

I'm using two filters (Month, Period). The values of Month filter are (1Month,3Months,6Months,9Months,12 Months) and values of Period Filter are (Mar-21,Feb-21,Jan-21.......Apr-20). If I select 1 Month then Period Filter must automatically select Mar-21.  If I select 3 Months then Period Filter must automatically select Mar-21,Feb-21,Jan-21. If I select 6 Months then    Mar-21,Feb-21,Jan-21,Dec-20,Nov-20,Oct-20 must be automatically selected in Period Filter. Is there any solution for this or any other way to achieve this?

Thanks in advance.....

[jbhappysocks]

You can't make a filter selection trigger a selection in another field.

One solution to achieve the same result would be to use Buttons, create 5 buttons and add actions to make selections in Period.

You can also achieve something similar in your data model by connecting Month and Periods as you described it. When selecting 3Months that will limit your data to the 3 Periods, but it would not select the months in the field Period.

[Vinith_Kumar]

Hi Jbhappysocks,

                                    Thanks for your reply. Can you please explain a bit more in detail about creating 5 buttons and adding actions to make selections in Period.

[sasikanth]

HI, 

If possible, derive Month filter based on period filter/ corresponding date field.

like, 

if( Transdate>='01-Mar-2021' and Transdate <= '31-Mar-2021' , '1 Month',

if( Transdate>='01-Jan-2021' and Transdate <= '31-Mar-2021' , '3 Months',

.

.

.

)))) as Month_Filter

[jbhappysocks]

Everything you need to know about buttons should be available here:

https://help.qlik.com/en-US/sense/May2021/Subsystems/Hub/Content/Sense_Hub/Visualizations/Button/but...

[jbhappysocks]

if( Transdate>='01-Mar-2021' and Transdate <= '31-Mar-2021' , '1 Month',

if( Transdate>='01-Jan-2021' and Transdate <= '31-Mar-2021' , '3 Months',

The problem with this logic is that a data in March needs to be connected to both 1 Month and 3 Month, here a date in March would be true for the first control and you would never get to the second control. 

You would get

March - 1Month

Feb - 3 Months

Jan -3 Months

Dec - 6 Months and so on

If you want to create a filter with the combinations you will need to do it outside of wherever your Date field and make sure you do it in a way so that

March - 1 Month

March - 3 Months

March - 6 Months

March - 12 Months

Feb - 3 Months

Feb - 6 Months

Feb - 12 Months

etc.

This is absolutely doable, but I would recommend OP keep to the Buttons unless there is a really good reason for having it as a Field. 

[Vinith_Kumar]

Thank you!...I will try using buttons.

[sasikanth]

@jbhappysocks , @Vinith_Kumar 

My previous response was an example to derive the logic, anyway thanks for your correction,

a simple resident load would help in this case, 

TEMP:
CrossTable (FieldFlag, MonthFilter,1)
load [Trans Date],
if([Trans Date] >='3/1/2021' and [Trans Date] <= '3/31/2021','1 Month' ) as OneMonth_flag,
if([Trans Date] >='1/1/2021' and [Trans Date] <= '3/31/2021','3 Months' ) as ThreeMonth_flag,
if([Trans Date] >='10/1/2020' and [Trans Date] <= '3/31/2021','6 Months' ) as sixMonth_flag
Resident Master_Table;

Hope this helps,

Sasi