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suren946
Contributor III
Contributor III

How to show monthly, weekly and daily views dynamically in dashboard

How to create a dashboard that allows the user to toggle between monthly, weekly, and daily. More than that, they also wanted to have different date ranges for each of the options: past 30 days for daily view, past 5 weeks for weekly view, and past 10 months for monthly view.

Please suggest.

Regards,

Suren

5 Replies
andrey_krylov
Specialist
Specialist

Hi, I think you can use "Field Group" for this purpose or  conditional dimensions with buttons to switch between them. For selecting periods can be used trigger.

suren946
Contributor III
Contributor III
Author

Hi Andrey,

Thank you for your suggestion but I don't have the Monthly values in my data. So first I have to derive monthly values?

Regards,

Surendra

boraste-sagar
Contributor III
Contributor III

use governance dashboard option from QMC

jonathandienst
Partner - Champion III
Partner - Champion III

>>allows the user to toggle between monthly, weekly, and daily

Use a cyclic group to switch between the periods. Use the GetCurrentField() function with a single chart to create a dynamic set expression, or define three charts and use GetCurrentField() to control the chart visibility.

>>So first I have to derive monthly values?

If the transactions are at a daily level of detail, then selecting a month will sum the daily values for the month.

Logic will get you from a to b. Imagination will take you everywhere. - A Einstein
andrey_krylov
Specialist
Specialist

Hi, Surendra. Not necessary, you can replace them with calculated dimensions

=Month(DateField)

=Week(DateField)