6 Replies Latest reply: Feb 22, 2017 3:52 AM by Andrey Khoronenko RSS

    How to filter KPI's using a button

    Andrew Melton

      I am currently using the "Sheet Navigation & Action" button but cannot figure out how to filter my KPI's when I click on the buttons. Each KPI represents some sort of calculation (Amount, count, etc.)

       

      I am trying to give users the ability to focus on two separate date ranges: (Performance Year) and (Calendar Year)

       

      Performance Year is from 10/1/2016 through 9/30/2017

      Calendar Year is from 1/1/2017 - 12/31/2017

       

       

      I already have the fields that define these dates but I want users to be able to click each button and pre populate instead of having to manually choose the time frames.

       

      Can someone please explain the best way to do this. I've tried creating variables and selecting values in fields but I am not sure if I am doing it correctly.

       

      Thanks,

      Andrew