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divyanshi
New Contributor III

Need to automate the Quarters in the dashboard

Hi All,

I have a Yearly PnL of FY19 upto quarter Q2(Actual data).

And I have a Target PNL of FY19 upto Q4(Target data).

What I need is ..

In the dashboard,

Tabular view-   recent quarter should be FY19 Q2

Graphical view-  recent quarter should be FY19 Q4

Quarter filter - on selecting any quarter it will change accordingly, for eg : on selecting Q1 , recent should be FY19 Q1 .

I have tried at back end as well as on front end, created two different columns as Quarter & Target_ Quarter.

But on selecting Quarter from Quarter filter , the complete target data goes blank . Also vice-versa , on selecting quarter from target quarter filter,  complete actual data goes blank.

So kindly help.

2 Replies
wade12
Contributor

Re: Need to automate the Quarters in the dashboard

tabular view = selected quarter

graphical view = get selected field (quarter) + 2

check the get selected functions to decide exactly which one you want.

best wishes.

divyanshi
New Contributor III

Re: Need to automate the Quarters in the dashboard

But What when our recent actual quarter become Q3 and target Quarter remains the same i.e. Q4.

In this situation graphical view = get selected field (quarter) + 2 got fail.