topic Re: Automatic Date Column Filtering in Incorta Business Schema in Data & Schema Discussions

Automatic Date Column Filtering in Incorta Business Schema

cckya — Mon, 16 Dec 2024 08:27:51 GMT

Hi all,

In the Incorta dashboard, when a user is using any date column, the selection is dynamically evaluated, and all data for the corresponding month of the selected date is displayed. We aim to implement this functionality in the Business Schema tab, where the date column will be automatically detected for filtering. Regardless of which column or date value the user selects, the filtering should automatically retrieve all data within the month of the selected date.

How can we configure the Business Schema so that the date column is automatically detected for filtering, ensuring all data for the selected date's month is retrieved dynamically?

Re: Automatic Date Column Filtering in Incorta Business Schema

JoeM — Mon, 16 Dec 2024 14:45:37 GMT

@cckya - To better understand your question, are you trying to dynamically dictate what data gets loaded to memory (loading the view)? I'm not sure I completely understand what you are trying to achieve since it sounds like you already have a dynamic solution working for the dashboard.

Re: Automatic Date Column Filtering in Incorta Business Schema

cckya — Wed, 18 Dec 2024 08:55:15 GMT

Hi Joem,

Thanks for reply. I want to have date filters in my business schema that allow me to filter data by monthly, weekly, 3-day, and 5-day intervals. However, I have multiple date columns, and for example, I don't want to create six separate filters (one for invoice date and one for delivery date) for monthly, weekly, 3-day, etc. Instead, I want only three filters—monthly, weekly, and 3-day—that apply to all date columns. I would like to achieve this at the business schema or schema level.