Fix some field selections

[Anonymous]

I want to fix Month, Year and Quarter selections as fixed if any selections made until I clear it, and rest I should able to switch in data filters corresponding to it; because now, when I switch in data filters if data is associated with multiple years, it kicks out of Year filter, etc.. How can I make it?

[morganaaron]

Have you tried locking the fields? That would stop any values not associated with your values in the Month etc. fields overriding the selections you've mentioned.

[jpenuliar]

Why not have additional Fields - Month & Year, Quarter & Year, Week & Year

This way, you can lock you selection to a specific year when you want specific period within that year.

[jpenuliar]

or do away with Bookmarks.

[jpenuliar]

I agree with Aaron, You can lock the field and unlock when you want to view other years.

[Anonymous]

I do not understand how I can make it with bookmarks, this is not in activation of sheet ; activation in selection of 3 filter objects.. could you please elaborate!

We can not have a filter of that type with two many options in Month and Year, Quarter in Year (as per user Requirement) for now!!

[JonnyPoole]

Locking sometimes introduces a confusing experience to the user even if it does exactly what you are asking for. Alternative is SET ANALYSIS on your expressions to fix Year,Month and Quarter selections if any on all or some expressions.

You would use variables for each to capture the range of possibilities in the current selection state as a delimitted list as follows

vYear= concat(distinct Year, chr(39)&','&chr(39))      ->     2009','2010','2011

vMonth= concat(distinct Month, chr(39)&','&chr(39))    ->   Jan','Feb','Mar

vQuarter= concat(distinct Month, chr(39)&','&chr(39))      ->   Q1','Q2','Q3

An expression would look like this :

sum(   {$<Year = {'$(vYear)'},Month={'$(vMonth)'},Quarter={'$(vQuarter)'}>}    Sales)

and resolve to something like this:

sum (  {$Year=  {' 2009','2010','2011'}, Month={'Jan','Feb','Mar'},Quarter={'Q1','Q2','Q3'}>}  Sales)

This way your selections are always applied....