Add Filter to a screen

gmaiolico · 2024-11-13T11:02:34+00:00

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Hi all,

I have Screen1 and Screen2, in which i want to apply the same filter for Entity.

Through a procedure I managed to apply the same filter (that we can call "Deal") to both Screen1 and Screen2, by selecting it from the Screen1.

Keeping in mind that Screen2 is already filtered for "month", when i apply the filter "Deal" on the Screen1, the same filter is correctly applied to the Screen2.
However, the filter "Month" on the Screen2 got deleted.

How can i mantain the filter "month" on the Screen2 while selecting the filter "Deal" on the Screen1?

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Capsules

Procedures

Screen Design

Filtering

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Helmut Heimann

Hi @gmaiolico ,

do you call the second screen via procedure or by button/label or from a layout?

Best,
Helmut

gmaiolico

Hi @Helmut Heimann,

I use a button that is linked to a procedure that allows me to switch from Screen1 to Screen2.

Thanks,
Giuseppe

Helmut Heimann

Hi @gmaiolico - Guiseppe!

I assume you're using a capsule produre then. That would allow for the data selection to be applied on the target screen and could even prevent the target screen from executing its initial layout selection

Is this the way you are operating?

Best,
Helmut

gmaiolico

Correct, that's the way we're operating, but "Applay data selection" results not useful for our procedure.

At the moment i don't know how to apply the filter "Deal" on Screen1 and keeping it on the Screen2, without removing the existent filter "month" on the Screen2

ps. on both Screen1 and Screen2 i have a "selector" for the filter "Deal".

Helmut Heimann

Can you provide a screenshot of the procedure steps before and during the "call screen"?
the selection and the call action?

Thank you!

gmaiolico

Of course, i've attached the screenshots below.

Thanks a lot!

Suppose that Screen1 is "Transaction Data" and Screen2 is "RecurringDataCashIn".

Helmut Heimann

ok, Guiseppe,

I can see how you call the other screen but not where you select the "Deal" you were talking about.
I assume you are calling this procedure from a screen, where selections can be made (i.e. the deal). Do you select any time dimension in that screen?
If you debug the procedure, what is the current selection just before the call screen action—could you provide a screenshot of that, too?
I'm interested in time-dimensions and the "Deal".

gmaiolico

Apologies for the red lines, but i had to cover sensitive data

This is Screen1, filtered by "Deal";

This is Screen2, before filter is applied in Screen1. As shown in the Screenshot, the DataView does not result filtered by "Deal" yet, but is only filtered by "Month" (in this example by Mar.24),

This is the Screen2 after the filter "Deal" is applied in the Screen1.
As you can see the filter "Deal" is correctly applied (now i can only see SV001), but the default filter for mar.24 has been canceled.
So I was wondering if it is possible to mantain the filter "month", in Screen2, after applying filter "Deal" in Screen1.

Hopes that clears out.
Thanks,
Giuseppe

Helmut Heimann

Hi Guiseppe,

no need to apologize, we all have to deal with sensitive data ;-)
The filter in Screen2 on month—is that applied by screen-selection or in the layout? Do you have any selectors or pagers on the screen for that entity? Do you use a selection for the Month based on a cube, if so, when is it performed?

What is the current selection if you debug your procedure—right before the call screen action?

Best,
Helmut

gmaiolico

Hi Helmut,

In this specific case i used the selector that is at the top right of the screen to filter the DataView by single month

But i have other screen where the selection are based on month cube.

This one is for the navigation process and it will be canceled by the "Clear Cube", so it should not bother;

In here i have the filter that i used in the Screen1 as active pager

Helmut Heimann

Hi Guiseppe,

from your first screenshot I would assume that the screen is set up as multi-database, ist that correct?

Kind regards,
Helmut

gmaiolico

Hi Helmut,

We are using the first model only, the other one has to be removed.

Thanks,
Giuseppe

Helmut Heimann

Hi Guiseppe,

then, first of all, I'd remove the "multi-database" before trying anything new.

Best,
Helmut

gmaiolico

Hi Helmut,

I've removed the multi-database but it still does't work.

I would like that the filter "Month" on Screen2 will still be active when i use the filter "Deal" in the Screen1.
At the moment, when I use the filter "Deal" on Screen1, the filter "Month" on Screen2 get removed.

So the final result should be Screen1 filtered by "Deal" and Screen2 filtered by default for "Month" and also filtered by "Deal" (depending on which Deal did I choose on Screen1).

N.B. the screen navigation process should also be reversed from Screen2 to Screen1

Hope this clears out.

Thanks,
Giuseppe

Helmut Heimann

Hi @gmaiolico - Guiseppe!

I've just recreated a similar situation and can confirm that behaviour.

But, I don't think that is a bug since the "apply data selection" option will overwrite the target screen's selections. You could overcome that only if the you knew the desired selection on the target and apply that as well before jumping to the target.

I'd propose to create an idea regarding this topic "apply data selection - merge". You'll get my vote for sure.

Best,
Helmut

gmaiolico

Hi Helmut,

Thanks for helping!

Best regards,
Giuseppe