How can I change all screens with one selector in my master screen?

Annika Fava

Hello all,

how can I change all my screens in the capsule with one selector in my first screen from Jan.18 to Feb.18?

Our standard sales report has 15 screens with different dataviews and charts.

I don't want to change each month each screen to the next month.

I want to change the selector of my first screen and all others should adapt to this. How can I do this?

KR

Annika

Previous Member

A classic solution to your question is adding a custom time entity as parent of the month entity (How to define them).

1. Let's call this custom entity current month. After creating it, you must define it as parent of the Month entity. The result in graphical mode should look like this :
   
   
2. you have to define the members of this new entity, it depends on your business case. One example may be :
   • rolling :
     • 00 : past months
     • 01: current month -12
     • 02: current month -11
     • 03: current month -10
     • ...
     • ... current month -1
     • ... current month
     • ... current month+1
     • ... current month+2
     • ...
     • ... current month + 12
     • ... future months
   • year-end dependent
     • ... past months
     • ... past months last year
     • ... past months current year
     • ... current month
     • ... future months current year
     • ... future month future years
3. the next step is to set the relationships between the members of the month and of the current month entities, there are several methods for this,
   • using a dedicated datareader if the relationships are available in some source system or Excel file
   • doing it automatically via procedure based on the system date of the BOARD Server.
   • setting the relationship manually within a dataview, using the data-entry feature having the entity current month as a layout's block and the month entity by row (example with different members as in 2.:
   • ...
4. this relationship update work (§3) is the monthly task that you need to do each month.
5. The condition then is to "update" your screen selections based on the work made in previous § is to set in each relevant screen a static selection on the entity current month and its member current month this year
   

using this, you don't need to update the screens' selections in the future, only to maintain and update the relationship (§3). Another advantage is, you can manually decide "when" the current month changes, e.g. you need to delay a month closing for a few days and must not follow the calendar at all costs.