Automated Filter (Board v10.1.2)

Unknown
Unknown
edited May 2020 in Platform
Hi Board Community,

I have a screen which shows weekly results in a graph. The graph is always showing the past 6 weeks.
This timeframe is updated manually by using a Filter Cube on the Week in the layout selection:

image

I am wondering if it is possible to automate this step in anyway so that the manual process can be ignored.

Moreover, the graph is showing the top 5 projects, in this case I also use a manual filter and select the top 5 projects of the current week and use this filter in the screen layout filter. Ideally I want to get rid of this manual step as well. I tried to use the filter in the data view but somehow it doesn't work.

This is the layout

image

Thanks

Mathias


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Mathias Flintrop
Senior Financial Controller
Smaato Inc
Germany
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Answers

  • Unknown
    Unknown
    edited May 2020

    Hi Mathias,

    With your filter cube dimensioned by week you can achieve your result dynamically. 

    If the number of rolling previous weeks is static (i.e. always 6 previous weeks), you can build a procedure in the following way:

    1. Clear cube step on the filter cube (this is to clear the filter before repopulating it every week)
    2. Dataflow step where filter cube = 1, then reset all selection step
    3. 6 procedure groups with the following steps within each group:

    Group 1: Current Week
        a. Dynamic selection on current week
        b. Go to dataflow group
    Group 2: Previous Week
        a. Dynamic selection on current week with -1 offset
        b. Go to dataflow group
    Group 3: Previous Week -1
        a. Dynamic selection on current week with -2 offset
        b. Go to dataflow group

    etc. 

    You can then add this procedure as part of a scheduled daily/nightly update procedure.


    image
    Hope this helps.

    Thanks
    Paris




    ------------------------------
    Paris Waranimman
    Consultant
    Board Community
    United States
    ------------------------------
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  • Sebastian Gurt
    Sebastian Gurt Employee
    Fourth Anniversary 100 Likes 10 Comments 25 Up Votes
    edited May 2020
    Hi @Mathias Flintrop,

    I want to add to the previous post: Your Top 5 filter on projects does not work because the layout filter just works on the rows and not the columns.

    BR

    Sebastian


    ------------------------------
    Sebastian Gurt
    Consultant Team Leader
    Board International
    Germany
    ------------------------------
    -------------------------------------------
  • Unknown
    Unknown
    edited May 2020
    Great!

    Thank you Paris

    best

    Mathias

    ------------------------------
    Mathias Flintrop
    Senior Financial Controller
    Smaato Inc
    Germany
    ------------------------------
    -------------------------------------------

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