To avoid filters applied to all tabs

[Aag]

Hello all,

I have an app with 3 sheets. 

I want to set defaults of few filters in the first sheet that has a high level view of KPIs. For example, this first sheet is defaulted to latest month and certain default filters.

Question: I have pivot table and other charts in the rest of the 2 sheets in the same app.  I notice that the default filters that are applied for first sheet, is set while I open the rest of the sheets in the app. 

I want to avoid this. In other words, I do not want any defaults in rest of the sheets.

I am unable to figure out how it is possible in qliksense. Appreciate if someone could help.

[skamath1]

In the June 2020 release, sheet actions are available. You can add an action to clear all the selections. I am using this feature

[skamath1]

Also you can use set analysis to ignore the filter 

For example 

sum({$<Yearmonth=,Region=  > } SalesAmount) 

The expression will ignore the filters for the field Yearmonth and Region

[mbespartochnyy]

I second Skamath1's answers. You have to have appropriate version of Qlik Sense installed that has sheet actions.

With ignoring of selections using set analysis, you can get fancy and give users a button that will control variable for whether an expression would ignore or consider selections. Something like:

If(vConsiderSelections = 0,
    sum({$<Yearmonth=,Region=  > } SalesAmount),
    sum(SalesAmount))

This'll give users options to make selections on Yearmonth and Region fields and have numbers updated based on selections if they want that.

[Aag]

Thanks a lot @skamath1  for your reply. I don't have June 2020 version installed,

Thanks for suggestions Set Analysis example. I understand when I use this expression in Sheet 2 then it will ignore the filters.

But my requirement is that even Sheet 2 and Sheet 3 will need filters that user can select. My issue is that defaults that I set in Sheet 1, is carried over to Sheet 2 and Sheet3. 

For example: When i am in Sheet 1, I want the date to filtered to current month and other filters to be defaulted to XX for example. But when I am in Sheet 2 or Sheet 3, I am using the same filters but I don't want these defaults to be applied in Sheet 2 or Sheet 3.

Sorry about not providing question clearly initially.  Please advise how this can be done. 

[Aag]

Thanks @mbespartochnyy  for your response. This is great tip. 

My requirement is not to ignore the filters in Sheet 2 or Sheet3. I need to still have the filters where user will be able to select, I just don't want the default values to be set in Sheet 2 or Sheet3

Please advise if anyone has any suggestions

[mbespartochnyy]

If you want the default filters to clear when user leaves sheet 1, sheet triggers seems like a good solution for that.

The idea is this:

• User opens sheet 1 -> default selections are applied.
  • For example: Month of October 2020 is selected and Region of US is selected.
• User jumps to sheet 2 (or sheet 3) -> sheet trigger clears default selections
  • Sheet trigger clears Month and Region filters.

Have you tried sheet triggers yet?

[Aag]

@mbespartochnyy  This is exactly what I need to do.. No - I am new to Qlik..Can you provide more info on Sheet triggers please? 

[Aag]

I think this is available in 2020 version.. I have Nov 2019 version.. Let me know if it is possible in my version

[mbespartochnyy · Accepted solution]

It's not. Sheet triggers were introduced in April 2020 version. Here's a good video reference to show what sheet triggers do:

https://www.youtube.com/watch?v=ryvHR_baTrs

Since you don't have sheet triggers, I would not bother clearing selections and maybe not even applying selections in the first place.

I've been working with Qlik products for more than five years now and I can tell you from experience that it is almost never a good idea to apply or clear filters for users. User get confused when that happens. Users' thoughts when triggers are applied are generally something along the lines of "I thought I was looking at current months data...why on this second sheet I'm seeing all of the data? I didn't clear selections...what is happening?"

Or even worse, users take time to make appropriate selections and then when they jump to a new sheet, all of their selections that they spent time creating are now cleared because of some trigger. It causes massive frustration, annoyance, and confusion for users.

Unrequested pro tip

Let users make selections that they want and see relevant data based on their selections across the entire app. That's what Qlik Sense was designed to do. If users want to clear the selections, let them clear them.

If you know for the fact that users will want to have specific selections applied on a page, create a bookmark for them and show them where they can find that bookmark so that they can use it whenever they want those selections applied. Show them how they can create their own bookmarks, too. They'll be happy that you did something for them and that you taught them something new instead of being angry that you set up some triggers that cleared all of the selections they spent time making.