how do i default the entire dashboard to the current day

[Anonymous]

Hi,

how can i default the current month for the whole dashboard ?  I.e. on opening any sheet the user will see data for the current financial period but can change ?

Regards,

Laura

[jonathandienst]

If you define a variable that returns the Max(Date) value, and you use that variable in the expressions, then when nothing is selected, the object will show data for the most recent period; but still allows the user to select alternate dates.

Define the variable in your load script like (assumes a date field called Date:

Set vMaxDate = =Max(Date);   // note the two = signs.

Then use this in a set expression like (assumes a 'dual' Month field, like the QV Month() function):

Sum(<{Month = {'$(=Month(vMaxDate))'}>} Amount)

Sum(<{Date = {'$(=vMaxDate)'}>} Amount)

[MK_QSL · Accepted solution]

Settings >> Document Properties >> Trigger >>

Document Event Trigger

On Open >> Add Action >> Add >> Selection >> Select in Field >> OK

Field

YourDateField

Search String

=Date(Today())

EDIT : After Jonathan's Reply..

Search String

=Date(Max(YourDateField))

[Anonymous]

Hi Manish,

this didn't end up working for me.  Where you wrote "YourDateField"  which field should i use as i have many to chose from?

[MK_QSL]

It should be your DateField which you are going to compare as today..

If you got reply on your question.. first try it and only after working, close the thread...

[Anonymous]

shall do next time. thank-you.  i want to use the fiscal year and month though.  when i use month and put in todays date i get the wrong year.  so instead of:-

=Date(Today())

what is it for financial year?

[MK_QSL]

Provide sample application with dummy data... We can't answer without checking how is the format of your fields.

You can try two select in field

Year

Year(today())

Month

Month(Today())