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Hi,
I have some text box that when you click on them will change the charts, list box, etc, will work like if I have a tab.
For example I have 3 text boxes: raw data, pivot tables and dashboards, when you hit on raw data you will see a table with all the raw data, when you hit on pivot tables the raw data table is hided and some pivot tables will be displayed and same for dashboards, when you hit on dashboards the pivot tables are being hided and the dashboards are being displayed. I did this using a variable and setting the variable when I hit on each text box.
Now, my question is can I add specific filters when I hit each textbox, I mean when I hit on raw data a filter for last year will be applied, but when I hit on pivot tables the filter is being removed and a new one for last 3 months is being applied and so.
I have tried adding a new action >Select in field, but is not working, am I missing something? how can I do this?
Select in field should have worked. What exact settings did you use? Can you share a sample where it isn't working for you?
Unfortunately I cannot share a sample, but these are the filters that I have tried:
Select in field:
Field: Request status
Search String: =[Request Status]<>'Closed'
Select in field:
Field: YRMON
Search String: =YRMON>='2015-08'
This YRMON will have the year and month displayed as 2015-01, 2015-02, ..., 2015-12.
When I click on the text box nothing happened, I have a current selection box but it's not adding the filters there nor the filters are being applied.
Should I create a variable for this or how should this work?
For first filter try this
Select in field:
Field: Request status
Search String: ='Closed'
Add second action
Select Excluded
Field: Request status
Select in field:
Field: YRMON
Search String: ='>=' & Date(MakeDate(2015, 8), 'YYYY-MM')
Or try as search string expressions:
='=[Request Status]<>''Closed'''
='=YRMON>=''2015-08'''
Note the escaped single quotes using two single quotes
Thank you guys, your recommendations worked
Can you mark it as answered?
Hi @sunny_talwar & Swuehl ,
Not working in my case, have one table with dates and sales, I want to put filter of last seven days using text box.
Text box shows no of sales in last seven days.
I am using Action -> Select in field on text box,
Field : =dates
search string : ='>='&Date(WeekStart(today())) & '<=' &date(today())
OR
search string : ='>='&vWeekStart & '<=' &vToday
/vWeekStart =Date(WeekStart(today()))
//vToday=date(today())
Both search strings are not working.