Hi guys, I have a GI listed ending balance for current assets and current liabilities accounts by period. To create a dashboard KPI weights based on this GI, I need to create a filter for current month. Is there a way to define that “FinPeriodID = Current Period” ? Or is there a way to convert FinPeriodID to Month or Date? Because I know I can do a formula on filter for Month and Date, but not Period. :(
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Create A Filter for Current Month
Best answer by RoyceLithgo
You just need a checkbox parameter for Current Month Only which you can set on the dashboard.
You then just need a condition to implement the Current Month Only parameter. Do you know how to do that?
+8As you can see below I added it to may Dashboard Parameter and by default the value would be set to 03-2022 or whatever my current FinPeriod Is.
So, for that Dashboard Widgets, you can always Use Parameter when add filter to widget and use added parameter. In this case I chose ARPayment.FinPeriodID and you can chose ARInvoice.FinPeriodID and many more options.
Thanks! This is good to know. My problem is I only need the filter of current for only one of my weights in a dashboard, not all of them. So I think it’s better to set a shared filter for GI and select the filter when creating the weight. Don’t know how to make it happen.
You just need a checkbox parameter for Current Month Only which you can set on the dashboard.
You then just need a condition to implement the Current Month Only parameter. Do you know how to do that?
Hello - I am having a similar issue.. I am trying to add this Parameter to my Dashboard, but the Widgets do not appear to be updating based on the month selected. Is there something more I need to do to my GI or filter settings on the Widget? Below is how I added my Fin Period:
Hello - I am having a similar issue.. I am trying to add this Parameter to my Dashboard, but the Widgets do not appear to be updating based on the month selected. Is there something more I need to do to my GI or filter settings on the Widget? Below is how I added my Fin Period:
You need to apply the Parameter in the filter for all Widgets on the dashboard and the FinPeriodID needs to exist in every GI referenced as a result column.
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