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paulyeo11
Master
Master

it is possible to set month and year field value not selected when i enter certain sheet

Hi All

when i at a sheet which is SET analysis , i need to select month = current month and year= current year. so that my sales table will display YTD sales and LY YTD.

But on my another sheet which is AR debtor list amount , which is not using SET analysis , it is just sum(30day). the value will be not correct of month and year = current month and year.

So my question is , how to make sure i can reset month= current month when i enter click on this sheet ? so that the report is display correctly.

Right now i have a initial select button , but i think i automatic make it not select month = current month. to prevent confusion.

1 Solution

Accepted Solutions
mphekin12
Specialist
Specialist

You can create a trigger when you ativate your sheet.

Go to Settings -> Sheet Properties -> Triggers

Once there click the 'Add Action(s)' button under the 'OnActivate Sheet' section.  Once there you will add two triggers.  First click 'Add'.  In the Action Type column 'Selection' should be highlighted, but if it isn't, highlight it.  Next select 'Clear All' from the Action column and click OK.

Add another Action by clicking the 'Add' button.  Again in the Action Type column, 'Selection' should be selected but if it isn't select it.  In the Action Field select 'Select In Field and click OK.  You now need to enter some information in two input boxes.  The first is called Field, so you'll probably need to enter something like 'Month'.  In the second text box called 'Search String' you will need to enter a formula.  Something like '=month(today())' will work.  Click the OK button twice.  Now when you navigate to this sheet, the current month will be selected automatically.

I hope this helps!

View solution in original post

3 Replies
jerem1234
Specialist II
Specialist II

Seems like you would want to add a trigger to the sheet. Go to Sheet properties and then Triggers, and add an action to OnActivateSheet to clear all selections or specific fields when the sheet is navigated to.

mphekin12
Specialist
Specialist

You can create a trigger when you ativate your sheet.

Go to Settings -> Sheet Properties -> Triggers

Once there click the 'Add Action(s)' button under the 'OnActivate Sheet' section.  Once there you will add two triggers.  First click 'Add'.  In the Action Type column 'Selection' should be highlighted, but if it isn't, highlight it.  Next select 'Clear All' from the Action column and click OK.

Add another Action by clicking the 'Add' button.  Again in the Action Type column, 'Selection' should be selected but if it isn't select it.  In the Action Field select 'Select In Field and click OK.  You now need to enter some information in two input boxes.  The first is called Field, so you'll probably need to enter something like 'Month'.  In the second text box called 'Search String' you will need to enter a formula.  Something like '=month(today())' will work.  Click the OK button twice.  Now when you navigate to this sheet, the current month will be selected automatically.

I hope this helps!

paulyeo11
Master
Master
Author

Hi Mp

Thank you very much for your detail step.

Paul