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Implementing a Default Filter on board based on last month imported

  • 24 January 2024
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Hello,

I would like to create a default filter for a board that takes the last month into account based on data imported.
Is it possible ? And if so, through what functionality?
Thank you for your help.
Have a nice day,
Antoine

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Best answer by Issam Moalla 24 January 2024, 11:48

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Hi @Antoine-2 ,
 

Your request is definitely possible and to achieve it you need to leverage the Dynamic variables feature.
Let us consider the following Data Load transaction list composed of one property load month:
 

Data Load TL

To create the Dynamic variable we would need a boolean metric flagging the last import month, in this case Nov 23.
So my formula would be: 
 

'Data Load'.'Load Month'[BY LASTNONBLANK: 'Data Load'.'Load Month'][REMOVE LASTNONBLANK: Month] = Month
Last month imported flag

The next step would be creating the Dynamic variable by accessing the Variables panel within the Settings:
 

Dynamic variable creation

And finally selecting this variable as the default one for the month page filter:
 

Set Last month imported variable as default item

Hope this helps,
Issam

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