Hi!
I have a nice case to achieve in Dashboards.
I need to create dashboard with following menu: Last year, Last month, YTD, custom
I should have 3 charts below.
When i click menu Last year - i should have last year data in charts,
when i click Last month - i should have last month data in charts,
when i click YTD - i should have data from first day of year to today
when i click Custom - i should have possibility to choose start date and end date and charts should have data between these dates
Which object would you use to achieve this? I have no idea how to get that
I’ve attached sample file to give more information. Problems i have:
cant connect menus to table
dont have idea on custom prompt - user must have possibility to choose dates
these 2 menus must be connected - if i choose country usa, and then YTD, i have to see YTD in USA, not all data YTD, if you then choose poland, you see YTD in poland xcelsius.zip (13.0 KB)
Sorry - I’m not allowed to download files at work. But you can either prompt for a date or set up a radio/combo box menu with options such as YTD. If your user chooses YTD, have xcelsius calculate a start date and end date for you based on the NOW() function.
You can have a second drop down/radio for country and as many other parameters as you like. You end up with a small range of cells which contain the parameters you pass out to your data connection.
Eg. User selects YTD and USA. So you’ll have a cell - say - A1 that holds a date which is the start of your financial year or the start of the calendar year (calculate this from the system date). A2 will hold today’s date and A3 will hold ‘USA’. The range A1:A3 will be what you pass out to your data connection.
ETA: quick and dirty example attached. Should get you started… I’m assuming you can download zips, of course!