Different sheets in the user interface has different dates

[bgreennc]

Hello Qlikview experts. I have an issue I am hoping you can help with.

I have an application that has 10 different sheets. The first five sheets uses a set of dates to display data. The second five sheets uses a different set of dates to display data. When a user selects dates from one of the first 5 sheets, then they move to the one of the sheets that is in the next group of 5, the date criteria they have selected should be removed, and they must select data from one of the sheets in that group of 5 before seeing data. When they go back to the first group of 5 sheets, the date criteria they have selected in the second group of 5 must be removed, and they need to select data criteria from one of these 5 sheets to see data.

The 5 tabs in this orange box displays data based off of ‘Create date’, ‘Accept date’, and ‘Confirm date’. The create, accept, and confirm dates for data set ‘1’ are different than the create, accept, and confirm dates for data set ‘A’

Data set ‘1’

The 5 tabs in this orange box displays data based off of ‘Create date’, ‘Accept date’, and ‘Confirm date’. The create, accept, and confirm dates for data set ‘A’ are different than the create, accept, and confirm dates for data set ‘1’

Data set ‘A’

This application needs to perform like it is two separate applications. When the user is navigating within data set ‘1’, the application should perform as a normal application does. When the user selects a tab in data set ‘A’, the date criteria from data set ‘1’ needs to be cleared, and the user needs to make a date selection from the data set ‘A’ tab in order to see data.

When the user clicks back on one of the tabs from data set ‘1’, the date criteria selected in data set ‘A’ needs to be cleared, and the user needs to make a date selection from the data set ‘1’ tab in order to see data.

Requirements:

• The date criteria that is selected in data set ‘1’ can be applied to the other sheets in data set ‘1’
  1. The user can navigate within the data set ‘1’ sheets as usual.
• When the user selects one of the sheets in data set ‘A’, the date criteria selected from data set ‘1’ needs to be cleared, and the user needs to make a date selection from the data set ‘A’ tab in order to see data.
• The date criteria that is selected in data set ‘A’ can be applied to the other sheets in data set ‘1’
  1. The user can navigate within the data set ‘1’ sheets as usual.
• When the user selects one of the sheets in data set ‘1’, the date criteria selected from data set ‘A’ needs to be cleared, and the user needs to make a date selection from the data set ‘A’ tab in order to see data.

Thanks in advance for your support.

[jwjackso]

I think the easiest solution is Alternate States 

You could also set up a variable to identify which set of sheets are currently active and use sheet triggers to determine if you need to clear the dates.

[bgreennc]

Hello jwjackso,

Alternate States does seem like a good solution.

I created an alternate state and applied it to everything, on every tab in data set '1'. I created another alternate state and applied it to the tab titled 'Lines (A)' only as a test. The results were not what I expected.

In the tab 'Lines (A), I selected 2021 and March. The application shows I have 6762 records. 

When I set the alternate state back to inherited for the year and month, I get 837 records. 837 is the accurate number of records.

When I have an alternate state set for everything in data set 'A', it appears that the number of records are locked, and no matter what selections I make, nothing changes in the visuals.

I did a test and applied an alternate state to only the tabs for data set '1'. This appears to work correctly.

Should an alternate state only be applied to either data set '1', or data set 'A', and not both?

Thanks,

Bgreennc

[jwjackso]

You will only need 1 alternate state.  For tabs displaying data set '1', use the default state.  Create an alternate state for tabs displaying data set 'A'.  

The default state is what you normally use.  Any filters selected affect what the visualizations display.

Visualizations and filters assigned to the alternate state ignore any changes in the default state.

Check your filters and visualizations that display data set '1' and verify that they are not using the default state.  Check filters and visualizations that display data set 'A' and verify that they are not using the alternate state.

[bgreennc]

Hello jwjackso,

Thanks for the quick response.

For data set '1' (Dark grey tabs), I set the Alternate State to '<default state>' for everything, on each dark grey tab. For data set 'A' (Light grey tabs), I set the alternate state to the new one I created for everything on each light grey tab. 

The visuals in data set '1' appears to be working correctly. As I make selections from the filters, I can see them updating.

When I make filter selections from data set 'A', the visuals don't change:

I cleared all the filters from the application. I am showing 6762 records

No matter what date criteria combinations I select from data set 'A', the number of records never change, and the visuals never update.

2020 selected. 6762 records showing

2021 selected. 6762 records showing

Any idea what I am  doing wrong?

Thanks,

Bgreennc

[jwjackso]

My guess is that the filters for data set 'A' are not using the alternate state that is assigned to the  data set 'A' visualizations.

[bgreennc]

I believe you are on to something 😊

Here is what I have

Data set '1', and all of its features has an alternate state of <default state>

Data set 'A' and all it's features has the new alternate state I created

When I select something from one of the filters in data set '1', the charts / tables in data set '1' updates, which is desired. The charts / tables in data set 'A' also updates, which is not desired.

When I select something from the filters in data set 'A', the other filters in data set 'A' updates, but not the visuals. Nothing updates on any of the tabs for data set '1', which is expected.

Do you know why the visuals are not updating in data set 'A'?

Thanks,

Bgreennc

[jwjackso]

For data set 'A', on all filters and visualizations, in the alternate state dropdown box pick the new alternate state you created.  Don't select default or inherit.

[bgreennc]

I have been doing exactly what you instructed me to do, and it hasn't been working. Now, I know why.

In the data set 'A' tabs, when I would select something from a filter, all the other filters would update, but the charts wouldn't. In the chart expressions, I had used set analysis. For the identifier, I used '$'. I changed that to be the name of the alternate state, and it appears to be working perfectly. I used the link to the alternate states site you sent in your first reply. Thank you for that.

One more question for you. I selected something from a filter on the tab 'Lines (1)'. As expected, all the dark grey tabs have a green dot on them except for the tab named 'Analysis (1)'.

1) Why doesn't the dark grey tab named 'Analysis (1) have a green dot?

2) The alternate state has been applied to all the data set 'A' tabs (Light grey). I am surprised they have a green dot on those tabs also, when the only selection I have made is on the dark grey 'Lines (1)' tab. Do you know why?

Thanks in advance,

Bgreennc

[jwjackso]

Does tab Analysis(1) have the same filter that is on the other tabs?