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  • 1.  Dashbaord - Default Date on Dropdown Filter

    Posted Thu May 02, 2024 03:14 PM
    Edited by Zameer Sayed Thu May 02, 2024 03:18 PM

    We are currently developing a dashboard using the Dashboard Canvas in Cognos, not the Report Studio. Our objective is to set a dynamic default value for the "Finance Month" dropdown widget so that it always defaults to the "Last_refresh_month" from a parameter table.

    We have explored various options but have not found a way to implement a dynamic default value for a dropdown widget or a standard filter within the dashboard.
    Could anyone advise how we might achieve this functionality within the Cognos Dashboard Canvas? Any guidance or suggestions would be greatly appreciated

    Zameer Sayed

  • 2.  RE: Dashbaord - Default Date on Dropdown Filter
    Best Answer

    IBM Champion
    Posted Fri May 03, 2024 02:17 AM
    Edited by Austin Rexroat Wed May 08, 2024 11:34 AM

    The way I achieve this is by having a relative time column in the calendar. A simplified version is something like this diagram below.

    You then use the Relative Month column in your dashboard filter bar, and set it to 'Current Month'. The relative month column is pretty easy to calculate based on today. Or you may want to create it as part of a data warehouse refresh job.  

    One issue with this method is that the relative month columns have to stay static. For example, you couldn't have the relative month column say something like 'Current Month (May-24)'. Such a value would change from month to month so it would be impossible to default to it. (If only dashboards could filter on use/display values like reports can. I have raised this as a change request.)

    In order to show users what the Current month is you can either:

    1. Add a simple table to the dashboard canvas with the Month column, filter this table on relative month.
    2. Add a cascade filter of month to the filter bar, then users can use the cascade list to see what the current month is.

    I also have a blog post ready to go about how to do time trends using this technique which I must get round to finishing.

    Whilst I use this technique in the filter bar, it would also work in your scenario of on canvas filters. I am sure you have a reason for using those rather than the filter bar!

    (As an aside, you can add prompts to a dashboard by having them in the data module. When the dashboard opens you get an autogenerated prompt for the user to answer. But this is a very poor user interface. And the only way a user can reprompt is to close/open the dashboard. So  whilst you can, I have never used it due to this poor UI.)

    Marc Reed

  • 3.  RE: Dashbaord - Default Date on Dropdown Filter

    IBM Champion
    Posted Tue May 07, 2024 12:23 PM

    Hi, To fulfill your requirement precisely I recommend to implement an attribute (flag/running number) into your Finance Month dimension appropriately. If a relative month and a quick & dirty solution is good enough, a simple relative attribute calculation could also do it. The filter selction would be a running number with 0 for current month, negative running numbers looking backward and positive running numbers looking forward. To actually show the selected month an additional visualization is needed. The calculation would be something like: ( YEAR_NUM * 12 + MONTTH_NUM ) - ( _year ( current_date ) * 12 + _month ( current_date ) ) 

    Philipp Hornung
    Business Intelligence Manager
    Techniker Krankenkasse
    Hamburg Germany