A preset Filter that has current Month

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Hi,
I am creating an App in App Studio and I am trying to allow the user to filter on the past 12 months. However, I want the preset filter to be the current month so that if they want to see previous months they'll have to filter for it. I tried using DOMOS date field option but when I select Current month then try to use my date field I cannot go back to prior months.

Is there a way to have the filter view update each month to the current month while also allowing users to be able to select prior months.

Hopefully that makes sense. Thank you

Best Answer

  • david_cunningham
    Answer ✓
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    If you create a filter view for "Current Month" or "Current Month to Date" it will automatically update as you move into a new month. If you want to allow users to select prior months, they can either select "None" and then add/save their own filter view.

    Or you can use a filter card like I show below, and when they make a selection, it will override the filter view.

    If you want to only allow the user to filter to dates within the last 12 months, I would recommend filtering to only include the last 12 months of data in your ETL output or dataset used for the card. If you just filter in the card to the last 12 months, users will be able to override that with filter views or selections from the date filter card.

    David Cunningham

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Answers

  • david_cunningham
    Answer ✓
    Options

    If you create a filter view for "Current Month" or "Current Month to Date" it will automatically update as you move into a new month. If you want to allow users to select prior months, they can either select "None" and then add/save their own filter view.

    Or you can use a filter card like I show below, and when they make a selection, it will override the filter view.

    If you want to only allow the user to filter to dates within the last 12 months, I would recommend filtering to only include the last 12 months of data in your ETL output or dataset used for the card. If you just filter in the card to the last 12 months, users will be able to override that with filter views or selections from the date filter card.

    David Cunningham

    ** Was this post helpful? Click Agree 😀, Like 👍️, or Awesome ❤️ below **
    ** Did this solve your problem? Accept it as a solution! ✔️**