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donnyduwitt's avatar
donnyduwitt
Data Storage
03-06-2024

Date Filters - List

I have a dashboard that looks at diversity and demographic information for my company, and a key piece of its functionality is the ability to select a specific month/year so our users can view information from any number of points in time.  The way I currently have it set up is that it is a month filter and a radio button - so only one month can be selected and displayed at a time.

My question is that as time goes on, new months will be populated and placed at the top of my filter list - is there a way to have the filter default to the most recent date in the filter?  For example, when I designed this in Feb 2024 I set my default filters to that date.  When March 2024 was populated, the default filter stuck on February 2024 - ideally, I would like the default filter to roll up to the most recent available date.  Has anyone encountered this before/have a solution besides updating the default filters every month?

dashboards & reporting
Human Resources Analytics

4 Replies

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  • rapidbisupport's avatar
    rapidbisupport
    Data Pipeline
    03-06-2024

    Hi donnyduwitt ,

    The way I've achieved this in the past is to have the dashboard script always set the current month in the filter when initialized. The dashboard script below finds the current month (relative to the viewers browser) and then sets this as the value of the date filter specified as dateFilter.

    dashboard.on('initialized', (d, args) => {

  const date = new Date()
  let month = (date.getMonth() + 1) > 9 ? date.getMonth() + 1 : `0${date.getMonth() + 1}`
  const year = date.getFullYear()
  const formattedDate = `${month}/${year}`

  let dateFilter = {
    jaql: {
      "datatype": "text",
      "dim": "",
      "title": "",
      "column": "",
      "table": "",
      "collapsed": true,
      "isDashboardFilter": true,
      "merged": true,
      "filter": {
        "explicit": true,
        "multiSelection": false,
        "members": [
          `${formattedDate}`
        ]
      }
    }
  }

  // Set up the filter update options (overwrite/leave current filters, etc.)
  var filterOption = {
    save: true,
    refresh: true,
    unionIfSameDimensionAndSameType: false
  }

  // Apply the update specified above
  prism.activeDashboard.filters.update(dateFilter, filterOption)
})

    You'll need to adjust the dateFilter jaql to align with the date filter you have currently on the dashboard (you can see this in the console using prism.activeDashboard.filters.$$items and look through this object for the corresponding date filter).

    Additionally, the format of the item may be different based on how your filter works, etc. so might also need adjustment.

    I'm happy to provide a consult if you'd like to look more deeply or have any issues implementing:

    Sisense Services | Free 30-Minute Sisense Consultation (rapidbi.com.au)

    Let me know how you go?

    • donnyduwitt's avatar
      donnyduwitt
      Data Storage
      03-07-2024

      Hi Daniel,

      Thanks for your assistance with this.  I was able to use your script above and modify it to fit my date filter, however I run into one issue.  While it achieves the desired goal of retrieving the most recent date in the filter, it eliminates all past dates and the filter is empty except for the most recent value.  I've found that if I select 'restore my default filters' in the filters pane, my list of dates reappears, so there is a somewhat workaround we can use with its current functionality.  However, I'd like to see if there is a way we can have the list present and the most recent date as the default without having the end user restore the filters.  Attached are screenshots of the filter pre restore and post restore.  Thanks again for any advice you may have!