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Filter with less than equal condition based on filter widget value (Bold BI Dashboard)

Hi,

Is it possible to this scenario in (Bold BI Dashboard):

Filter with less than equal condition based on filter widget value.


For example I selected year 2019 on a Combo Box, the included widgets for filter will output a YTD Revenue dated "less than or equal" to year 2019. Please see image below:



10 Replies 1 reply marked as answer
DG Dhivyabharathi Govindaraj Syncfusion Team July 6, 2020 09:46 AM UTC

 
Yes, its possible to achieve your requirement in our Bold BI application using Expression column. Please follow below steps. 
 
  1. Create a dashboard parameter for your date column like as below.
 
Note: Using dashboard parameter you can dynamically change the date value in viewer page. 
  1. Create Expression using created dashboard parameter as below.
IF(YEAR([your date column])<=YEAR(@{{:Parameter1}}), [your measure column],0) 
 
  1. Now bind your measure column in card widget and preview the dashboard.
  2. If you want to view the data for year 2019 and below, then select any date value from 2019 year in viewer page by clicking parameter icon.
 
 
 
 
Also you can dynamically change the year value by selecting any date value from that year.  
 
For creating and viewing parameter, please refer this link.  For creating expressions, kindly refer this. 
 
Please let us know if you need any further assistance. 
 
Thanks, 
Dhivya 


MA Marielle July 6, 2020 11:19 PM UTC

Hi Dhivya,

Thank you for your assistance. So it's not possible in a filter widget?



Thanks,
Marielle

DG Dhivyabharathi Govindaraj Syncfusion Team July 7, 2020 05:47 AM UTC

Hi Marielle,  
 
Yes, Since the filter widgets are directly mapping their values with the respective data source column, we can’t directly achieve your requirement using filter widget. So, please follow the steps which we have mentioned in our previous update to achieve your requirement. 
 
Thanks, 
Dhivya 
 
 
 


MA Marielle July 7, 2020 09:09 AM UTC

Thank you so much Dhivya. Will try your recommendation.

DG Dhivyabharathi Govindaraj Syncfusion Team July 7, 2020 09:19 AM UTC

Hi Marielle, 
 
OK. Kindly get back to us if you need any further assistance. As always, we will happy to assist you. 
 
Thanks, 
Dhivya 


VR Varadharajan R Syncfusion Team July 8, 2020 06:31 PM UTC

Hi Marielle,

To apply less than or equal condition in filter widget directly, you can use Range slider widget instead of Combo box widget. In the Range slider widget bind your date column and then move the slider to apply your desired less than or equal condition filter.

 

Please refer below link for range slider control,

https://help.syncfusion.com/bold-bi/visualize-data/configure-widgets/range-slider

 

Thanks,

Varadharajan R


MA Marielle replied to Dhivyabharathi Govindaraj July 10, 2020 09:09 AM UTC

Hi Marielle, 
 
OK. Kindly get back to us if you need any further assistance. As always, we will happy to assist you. 
 
Thanks, 
Dhivya 


Hi Dhivya,

Can I have nested IF for this one?
IF([PaymentCloseDate] <= @{{:RevenueDate}},[Revenue],0)


I'll add another condition, it should also be equal to the selected date's year..

DG Dhivyabharathi Govindaraj Syncfusion Team July 10, 2020 10:21 AM UTC

Hi Marielle, 
 
Yes, its possible to add nested if condition in an expression. Please refer the below syntax. 
 
Syntax : IF( conditional expression, true part, IF(conditional expression, true part, false part))  
Expression : IF(YEAR([Ship Date])<Year(@{{:Parameter1}}) ,[Unit Price],IF(YEAR([Ship Date])=Year(@{{:Parameter1}}), [Unit Cost],0)) 
 
But if you want to add another condition means, you can simply use AND condition instead of using Nested IF like as below. If both the condition are true then it returns true part or else it returns false part. 
 
IF(YEAR([Ship Date])<Year(@{{:Parameter1}}) AND YEAR([Ship Date])=Year(@{{:Parameter1}}) ,[Unit Price],0) 
 
Please let us know if you need any further assistance. 
 
Thanks, 
Dhivya 


MA Marielle replied to Dhivyabharathi Govindaraj July 13, 2020 12:48 AM UTC

Hi Marielle, 
 
Yes, its possible to add nested if condition in an expression. Please refer the below syntax. 
 
Syntax : IF( conditional expression, true part, IF(conditional expression, true part, false part))  
Expression : IF(YEAR([Ship Date])<Year(@{{:Parameter1}}) ,[Unit Price],IF(YEAR([Ship Date])=Year(@{{:Parameter1}}), [Unit Cost],0)) 
 
But if you want to add another condition means, you can simply use AND condition instead of using Nested IF like as below. If both the condition are true then it returns true part or else it returns false part. 
 
IF(YEAR([Ship Date])<Year(@{{:Parameter1}}) AND YEAR([Ship Date])=Year(@{{:Parameter1}}) ,[Unit Price],0) 
 
Please let us know if you need any further assistance. 
 
Thanks, 
Dhivya 


Hi Dhivya,

I am having an error. Please see screenshots below:





BA Baskaran Syncfusion Team July 16, 2020 03:14 AM UTC

Hi Marielle, 
  
  
We can able to reproduce the reported issue. We have fixed the issue and it will be included in Bold BI release v3.3 that scheduled on the end of July. You can apply the below patch file to resolve the issue now.   
  
1.   Download the patch file from above link. 
2.   Extract Zip file and you can able to see the file Syncfusion.Dashboard.Core.dll 
3.   Go to Bold BI installed location. EX: C:\Bold BI\Dashboard Designer\bin.  
4.   You can find the file Syncfusion.Dashboard.Core.dll in the above location. 
5.   Now replace the patch file. Before replace the file, please backup the Syncfusion.Dashboard.Core.dll file. 
  
Regards, 
Baskaran V 


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