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mstoler
Partner - Specialist
Partner - Specialist

default action for Qlik Sense Dashboard

Hello,

I like the Sheet Actions but I want to in my Dashboard have the current year selected when the Dashboard is opened and then allow the user to select any year.

I reallly need an On Open Action in Qlik Sense. 

Does this exist in the Nov 2020 Release?

Thanks,

Michael

1 Solution

Accepted Solutions
joaopaulo_delco
Partner - Creator III
Partner - Creator III

Put this formula on year dimension filter like below

joaopaulo_delco_0-1615494125382.png

 

Help users find answers! Don't forget to mark a solution that worked for you!

View solution in original post

8 Replies
joaopaulo_delco
Partner - Creator III
Partner - Creator III

Hi @mstoler !

         It's very simple to do it. Folow the steps below:

1) Open your dashboard and select the current year.

2) Create a Bookmark.

3) With the right button mouse, define the bookmark as standard.

I hope to help.

Help users find answers! Don't forget to mark a solution that worked for you!
mstoler
Partner - Specialist
Partner - Specialist
Author

Hello,

The problem is the current year now is 2021. 

It will be 2022 next year. I want this to be dynamic without having to update the Dashboard.

Michael

 

Or
MVP
MVP

Click the search button for Year, and type in =Year=Max(Year). Confirm this shows the correct year (currently 2021) and then hit the Enter key (don't select the value manually). You can then bookmark the selections and Qlik will remember the formula rather than the value.

mstoler
Partner - Specialist
Partner - Specialist
Author

Hello,

It is not the max year because my calendar has 3 years in the future.

I can set it based on a variable, vCurrentYear which I set in my load script.

Is this possible?

Michael

 

Or
MVP
MVP

Probably. Generally speaking, any time you use a formula in the search field, and then hit enter, then the formula will be remembered rather than the specific selection. I assume =Year=$(vCurrentYear) or something similar would work, but I can't test it at the moment.

joaopaulo_delco
Partner - Creator III
Partner - Creator III

Try this:

 

YearDimension={"=YearDimension=Year(today())"}

Help users find answers! Don't forget to mark a solution that worked for you!
mstoler
Partner - Specialist
Partner - Specialist
Author

Hello,

Sorry where do I put that?

 

Michael

 

joaopaulo_delco
Partner - Creator III
Partner - Creator III

Put this formula on year dimension filter like below

joaopaulo_delco_0-1615494125382.png

 

Help users find answers! Don't forget to mark a solution that worked for you!