BusinessObjects Board

Nica case with menu

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

Should i create 4 different filtered reports?


anna86 (BOB member since 2013-08-05)

Create a menu with a combo box or radio buttons or whatever takes your fancy. Map the output to a cell.

Create a graph/chart of your choice. Populate it with data according to what your user has selected.

Debbie


Debbie :uk: (BOB member since 2005-03-01)

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)

anna86 (BOB member since 2013-08-05)

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!

Debbie
date picker.zip (8.0 KB)


Debbie :uk: (BOB member since 2005-03-01)

Yes, but here you only have filters and no real data. Now imagine that you have there also the table, for example,

| A | B | Sales | Date |
  x y 1000 YYYY-MM-DD
  a b 1500 YYYY-MM-DD
c d 1200 YYYY-MM-DD

Filters work, you have these dates in excel, you have country etc. how to make the table filtered by:

  • The country, for example, is | A |
  • Start date
  • End date (so you need to use “between” somehow)

I’ve heard sth about doing additional matrix?


anna86 (BOB member since 2013-08-05)