Filter by Financial Year

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01-28-2020 05:30 PM
BushtelAdmin
New Contributor III

G'day Again

I need to supply a rolling count of number of visits to locations over the financial year, 1 July to 30 June.

At the moment I have a Year Predefined Filter and a Month Predefined Filter.

So last month I had 2019 checked in one window and Jul - December in the other window.

This month things go wrong as I need to check 2019 and 2020 but don't want to see 2019 Jan results.

I'm assuming the way forward is to create custom filters.

I would also like the end users to keep the ability to chose the historical year(s) and month(s) they may be interested in.

Thanks for your ideas!

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ScottSandusky
Esri Contributor

Hello Bushtel,

Yes, data can be filtered at the dataset level or the card level.

Filter data—Insights Create | Documentation 

We also have a predefined filter designed for viewers to interact with, however that does not currently support temporal data.  This is a good enhancement request that we have heard.

Add a predefined filter—Insights share | Documentation 

If you change your date field to a string field, that may give you some more options for interactivity, and using cross filters to filter correctly.

View solution in original post

2 Replies
ScottSandusky
Esri Contributor

Hello Bushtel,

Yes, data can be filtered at the dataset level or the card level.

Filter data—Insights Create | Documentation 

We also have a predefined filter designed for viewers to interact with, however that does not currently support temporal data.  This is a good enhancement request that we have heard.

Add a predefined filter—Insights share | Documentation 

If you change your date field to a string field, that may give you some more options for interactivity, and using cross filters to filter correctly.

View solution in original post

BushtelAdmin
New Contributor III

G'day Scott

Thanks for that. I needed an interactive card for view only end users.

I ended up making a custom filter expression with date related sql.