I am trying to set an entire chart with set analysis to display only certain dates labeled in a Import Date column. (for context: I am building a QVD that updates daily (and drops off after a period of time). I only want to display the current date data for most of my charts. I have a History tab that gives the user the option to choose the date of historical data to display.
I can use set analysis on each expression to solve my issue by applying the set analysis to each expression, but this seems cumbersome because of all the expressions I have built in, which have some complex calculations in themselves. Furthermore, my dimension (let's call it Company Name) may not show up each day, so would need to limit that parameter as well.
Is there a way to apply the set analysis this to the chart as a whole to avoid doing the set on all expression columns within the chart?
Something of a workaround suggestion, but If you are segregating by tab the charts that have your current data vs a history tab you could use sheet event triggers on the sheets with your current objects to apply a bookmark (and take off when you hit the history tab).
There isn't a way to apply one Set analysis across a whole chart (all measures, etc) without adding it to each individual measure. However, you can just apply your data filters in the Data Load Editor, so you wont need to put set analysis in the measures within the chart. Whenever you find yourself doing the same Set analysis over and over across measures/dimensions, it is a indication that you should be putting that logic in your Data Load Editor script.
Thanks for your reply. I am actually concatenating the historical data from a QVD, so filtering it out in the load script would not help. Would an independent table with no match key work as a solution?
It depends on your data, but yes I would try to accomplish this in the load editor. That might mean generating an independent table from your QVD, or a Resident table, with the respective filters. It will make things easier in the long run.
Set Analysis is nice for concepts since its easily changed without reloading data. When I figure out how everything is working, and things get too complex or cumbersome, I try to do the heavy filtering/lifting via the load editor.
Feel free to include more data detail if you would like additional help.