Cross sheet filter

Hello community,

I need to build a dashboard where I need to provide to filter all of the sheets using a single control filter, but to limit the visualizations that are applied by this filter.

For instance, on one page I would to have all of the visualizations with the exception of one to be applied by the filter, and the same happens accross others sheets.

Is this possible? Thanks for the help!

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Hello @miguelantunesp, you will need to build the filter with a parameter.

When the parameter is set, it will match across every single sheet whether the filter is applied cross sheet, single sheet, or specific visuals. That will allow you to work-around the cross sheet filtering issue that doesn’t allow the exclusion of specific visuals.

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I will take a look and see if I am able to set the filter. Thanks @DylanMorozowski

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Hi @DylanMorozowski ! I am a little stuck on this. Can you give me a hand please?

The field that I want to use as a filter is a Date field. For instance, for one visuals it should show the month selected, and for ohters it will show the last 12 months prior that.

Can you give me a example of how I can set this up? Really appreciate your support!

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Hello @miguelantunesp, I can help with that!

The visual that is month selected, you can use a calculated field to apply the filter.

ifelse(truncDate(‘MM’, ${DateParam}) = truncDate(‘MM’, {DateField}), 1, 0)

Then, for that visual, apply that calculated field as a filter, set it to No Aggregation, and equals 1. That will show only for the selected date month.

For the 12 months prior, you may have to adjust slightly if you don’t want the selected month included, but we can use another calculated field.

ifelse(truncDate(‘MM’, {Date Field}) >= addDateTime(-12, ‘MM’, truncDate(‘MM’, ${DateParam})) AND truncDate(‘MM’, {Date Field}) <= truncDate(‘MM’, ${DateParam}), 1, 0)

Once again, apply a filter to all of the required visuals where you use No Aggregation and Equals 1.

One thing to note, make sure you set the last dropdown to Exclude NULLs for both of these filters. That should handle the use cases. Feel free to adjust the 2nd calculated field to handle the proper greater than and less than scenario depending on what dates you want to include/exclude.

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It worked perfectly, thank you @DylanMorozowski

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