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A dashboard-button to automatically filter for the last 7 days or the last full week.

  • June 28, 2022
  • 5 replies
  • 15 views

ward.brand
Level 3
Forum|alt.badge.img+7

Hi All,

 

I'd like to add a button to my sheet that allows the user to automatically filter for the last 7 days, and a separate button that allows the user to filter for the last full week. Bookmark selection doesn't seem to work, since the bookmarks are static.

Thanks!

Best answer by .146003933

Hi Ward, to add to what my colleague mentioned above: it is possible with a workaround. We discussed it and came up with the following solution/workaround to actually be able to use buttons:

 

  1. Create a variable (test/replacement type): I will refer to it as "sheet_filter1"
  2. Create 3 buttons: (1) "Last 7 days", (2) "Last full week", (3) "Reset"
    1. Screenshot 2022-06-30 at 11.48.05
  3. Now we will add the PQL filter statements to the buttons. Therefore, we open each button 1 by 1, select the button action "set variable", select the variable "sheet_filter1", and copy and paste the PQL Filter below
  4. Button "Last 7 days": FILTER "TABLE"."DATE_TIME" >= ADD_DAYS(TODAY(), -7);
  5. Button "Last full week": FILTER "TABLE"."DATE_TIME" BETWEEN ROUND_WEEK(ADD_DAYS(TODAY(), -7)) AND ROUND_WEEK(TODAY());
  6. Button "Reset": ;
  7. Example screenshot for the "Last full week" button:
    1. Screenshot 2022-06-30 at 11.46.42
  8. The last step is to add the variable "sheet_filter1" via the setting to the sheet filter with the "load script" option:
    1. Screenshot 2022-06-30 at 11.47.50

 

Now you are good to go.

 

If you have any other questions, feel free to ask Lorenco or me! 😊

5 replies

Hi @ward.brand ,

 

I don't think this is possible with a button but you can do it with an OLAP table.

 

You can use this PQL as dimension:

CASE WHEN DAYS_BETWEEN ("CASE_TABLE"."created", TODAY()) < 8 THEN 'Last 7 Days' ELSE 'Older than 7 Days' END

For the KPI just use a normal case count.

 

Then you can filter on the Last 7 Days.

Similarly you can create the same for the calendar week.

 

Let me know if this works! :)


ward.brand
Level 3
Forum|alt.badge.img+7
  • Author
  • Level 3
  • June 28, 2022

Hi @ward.brand ,

 

I don't think this is possible with a button but you can do it with an OLAP table.

 

You can use this PQL as dimension:

CASE WHEN DAYS_BETWEEN ("CASE_TABLE"."created", TODAY()) < 8 THEN 'Last 7 Days' ELSE 'Older than 7 Days' END

For the KPI just use a normal case count.

 

Then you can filter on the Last 7 Days.

Similarly you can create the same for the calendar week.

 

Let me know if this works! :)

Hi @1460067637 ,

 

Thanks for your reply! The workaround with the OLAP-table works. It's unfortunate that it's not possible with a button though... Thanks for your help!

 

Kind regards, Ward


  • Level 4
  • Answer
  • June 30, 2022

Hi Ward, to add to what my colleague mentioned above: it is possible with a workaround. We discussed it and came up with the following solution/workaround to actually be able to use buttons:

 

  1. Create a variable (test/replacement type): I will refer to it as "sheet_filter1"
  2. Create 3 buttons: (1) "Last 7 days", (2) "Last full week", (3) "Reset"
    1. Screenshot 2022-06-30 at 11.48.05
  3. Now we will add the PQL filter statements to the buttons. Therefore, we open each button 1 by 1, select the button action "set variable", select the variable "sheet_filter1", and copy and paste the PQL Filter below
  4. Button "Last 7 days": FILTER "TABLE"."DATE_TIME" >= ADD_DAYS(TODAY(), -7);
  5. Button "Last full week": FILTER "TABLE"."DATE_TIME" BETWEEN ROUND_WEEK(ADD_DAYS(TODAY(), -7)) AND ROUND_WEEK(TODAY());
  6. Button "Reset": ;
  7. Example screenshot for the "Last full week" button:
    1. Screenshot 2022-06-30 at 11.46.42
  8. The last step is to add the variable "sheet_filter1" via the setting to the sheet filter with the "load script" option:
    1. Screenshot 2022-06-30 at 11.47.50

 

Now you are good to go.

 

If you have any other questions, feel free to ask Lorenco or me! 😊


  • Level 4
  • June 30, 2022

Hi Ward, to add to what my colleague mentioned above: it is possible with a workaround. We discussed it and came up with the following solution/workaround to actually be able to use buttons:

 

  1. Create a variable (test/replacement type): I will refer to it as "sheet_filter1"
  2. Create 3 buttons: (1) "Last 7 days", (2) "Last full week", (3) "Reset"
    1. Screenshot 2022-06-30 at 11.48.05
  3. Now we will add the PQL filter statements to the buttons. Therefore, we open each button 1 by 1, select the button action "set variable", select the variable "sheet_filter1", and copy and paste the PQL Filter below
  4. Button "Last 7 days": FILTER "TABLE"."DATE_TIME" >= ADD_DAYS(TODAY(), -7);
  5. Button "Last full week": FILTER "TABLE"."DATE_TIME" BETWEEN ROUND_WEEK(ADD_DAYS(TODAY(), -7)) AND ROUND_WEEK(TODAY());
  6. Button "Reset": ;
  7. Example screenshot for the "Last full week" button:
    1. Screenshot 2022-06-30 at 11.46.42
  8. The last step is to add the variable "sheet_filter1" via the setting to the sheet filter with the "load script" option:
    1. Screenshot 2022-06-30 at 11.47.50

 

Now you are good to go.

 

If you have any other questions, feel free to ask Lorenco or me! 😊

@ward.brand 


ward.brand
Level 3
Forum|alt.badge.img+7
  • Author
  • Level 3
  • June 30, 2022

Hi Ward, to add to what my colleague mentioned above: it is possible with a workaround. We discussed it and came up with the following solution/workaround to actually be able to use buttons:

 

  1. Create a variable (test/replacement type): I will refer to it as "sheet_filter1"
  2. Create 3 buttons: (1) "Last 7 days", (2) "Last full week", (3) "Reset"
    1. Screenshot 2022-06-30 at 11.48.05
  3. Now we will add the PQL filter statements to the buttons. Therefore, we open each button 1 by 1, select the button action "set variable", select the variable "sheet_filter1", and copy and paste the PQL Filter below
  4. Button "Last 7 days": FILTER "TABLE"."DATE_TIME" >= ADD_DAYS(TODAY(), -7);
  5. Button "Last full week": FILTER "TABLE"."DATE_TIME" BETWEEN ROUND_WEEK(ADD_DAYS(TODAY(), -7)) AND ROUND_WEEK(TODAY());
  6. Button "Reset": ;
  7. Example screenshot for the "Last full week" button:
    1. Screenshot 2022-06-30 at 11.46.42
  8. The last step is to add the variable "sheet_filter1" via the setting to the sheet filter with the "load script" option:
    1. Screenshot 2022-06-30 at 11.47.50

 

Now you are good to go.

 

If you have any other questions, feel free to ask Lorenco or me! 😊

This is exactly what I was looking for, thank you both so much! @1460017979 @1460067637