Passing Generic Inquiry Parameters to Pivot Table

Hi @KellyMarchewa Please post additional information like Screenshots of the Generic Inquiry Tabs, and the output. Also, if possible export the Generic Inquiry and attach it here, so that it will be easy to understand and provide solutions.

Thanks

@ChandrasekharM . Unfortunately, can’t really export and upload full output, but please see screenshots below.

Thanks.

Hi @KellyMarchewa 

Please try using filter on GI result window and create a Pivot from filtered result content of the GI. 

• Create filter on GI output
• A new tab with filtered output reflects on GI result
• Create a Pivot from that filtered content tab

Let me know if this helps,

Regards,

@vkumar  Thanks much for the advice. It is certainly helpful.

However, still not quite what I was looking for. Is there any way to use the GI filters to dynamically filter the Pivot? To give a more concrete example:

I adjusted the Conditions on my GI slightly to provide defaults if the parameters are not provided:

Based on your advice, I created a Pivot Table as a filter:

The data loads fine if I do not supply the Trans Date From/To parameters (presumably since the the default dates are passed to the Condition):

However, if I fill in the Trans Date From/To parameters, I get nothing in the Pivot Table:

But the data loads just fine in the main GI tab:

My question is, is there anyway to use the parameters and conditions specified in the GI in the Pivot Table?

Using the example above, would it be possible to (a) require both the Trans Date To/From parameters (modifying the GI condition to load no data if they are not present), and (b) load filtered data in both the GI and Pivot Table when (and only when) these parameters are supplied?  I can get the GI to work just fine; it is the Pivot table that is problematic.

Thanks again.

Hi @KellyMarchewa were you ever able to figure this out? Thanks!

Hi @KellyMarchewa  @Chris Hackett ,

I came across this post and wanted to share a solution that I found to pass parameters from a GI to a pivot table.  

First create a new dashboard and configure the parameters.  Then add the pivot table as a widget on the dashboard.  The dashboard parameters can be passed through on the widget filter settings, and will flow through to the pivot table when it is displayed on the dashboard.

Hope this helps you or others!

Laura

Thank you for sharing this with the community @lauraj46!

With inspiration from a related situation, I’ve come up with a solution. The general idea is that you recreate the parameters as fields in the Results Grid and then save a filter on the Pivot Table to recreate the conditions.

So, abstractly solving the original scenario, say you have the parameters [dateFrom] and [dateTo] and are filtering based on [DateInfo.Date]. You sometimes have to get reductional since you don’t have access to the same functions in the calculations as you do in the conditions, namely ‘Between’. Here I’ll use DateDiff to check the relative position of [DateInfo.Date] to the parameters. In other situations I prefer to reduce the result down to a true/false and using a checkbox schema so all the logic is contained in the calculation.

Make two fields - After From and Before To - in the Results Grid:

Then, in the pivot table, add filters for your parameter-condition-results to be positive:

After that, you can adjust the parameters and the values will be passed through the Results Grid to the filter of the Pivot Table.

Thank you for sharing your solution with the community ​@plambert!