A good idea for using YTD, MTD filters is to use them to control selections on your main date filters. This has the big advantages of not exposing these obscure fields to end users and it graphically shows the impact on the screen.
Try This: (assumes you have a MONTH field and a ISYTD flag field)
- Create a button/text box.
- Create the following actions
- Clear Field: MONTH
- Filter Field: ISYTD = 1
- Select Possible: MONTH
- Clear Field ISYTD
Thanks for this - very useful.
One issue here is that my data is at Date level and I need YTD (financial starting 01-Apr) and MTD filters.
Once I "Clear Field" ISYTD it leaves the selections of 2013,2014 in "Year" and Apr - Jan in "Month". This leaves months such as Jan 2013 in the selection.
I've added "Select Possible: Date" into the actions too, which I think has got around this.
Do you have any tips on how you format your buttons for this? I'm thinking to try and keep them looking like listbox values (green when selected).
i tend to treat these buttons as shortcuts and dont highlight them, relying on the main list boxes to show the range of dates/months/years/ selected. It sounds like to need to clear all of your date lists before applying the filter and then do select possibles on all the lists to get the effect I described.