How to give Default Current Year

Leela krishna shared this problem 2 years ago
Resolved

Hi Yellowfin Team,

We need to give Default Current year and able to select other years also whatever available in data like previous year, next year and past five years .

Thank you.

Comments (6)

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Hi Leela,

I think the best approach here will be placing the year into a filter, and then creating sub-queries for each of your desired values ("previous", "next", "past 5"), where you use the "link to filter" option to set the sub-query date range:

f9445ce457b743a7789e4ab147783ebd

Let me know if this makes sense:

Regards,

Nathan

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Hi Nathan,

Thanks for your reply with some information but this is not helpful for our requirement. If we give like that then for every year we need to give one filter. Actually what we want is that in one filter years should come that whatever available in date column. From that by default current year should show and able to select other years also.

Thank you.

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Hi Leela,

Sorry for the delay it was our holiday. It sounds like the best way to achieve this would be to create a "year" date part function at the view level, that extracts the integer year value from your report. You can then create a cached "In list" filter that allows you to select as many other years as you want.

If this still doesnt sound like what you are looking for it would be helpful if you could provide an annotated screen-shot.

Regards,

Nathan

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Hi Nathan,

Thanks for your reply. Actually we have taken year only from SQL Query . So no need to do date function in view level in yellowfin. Please find the attached screen shot for your reference.

Regards,

Krishna.

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Hi Leela,

If you change this filter logic to "IN LIST" then the last part would be to set the "Default Value" to the most recent year. Since this is an In-list filter, there is no way to set this to maximum, so this will require a bit of manual editing once per year on this report.

Let me know if this will work for you.

Regards,

Nathan

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Hi Leela,

Any luck here? I am going to close this for now, but let me know if there is anything else I can do to help.

Regards,

Nathan