Default Input Control Values in WebI doc on Open

[Former Member]

Is there a way to select default Input Control values for a WebI document on Open ? I have a WebI document/report with no prompts in the query (as I don't want to restrict the data available on refresh) with input controls on Year and Month. The report is scheduled to refresh data each night. This is a standard public report that many users open as Read Only through an Opendoc URL hyperlink to the latest instance. I would like to always set the input control values to the current year and month so that the most current data is displayed on the report by default when it is opened as this is what the majority of users will want to see on the report.

I know that prompts can be used for the data filter but we do not want the data refreshed for each user as it is scheduled to refresh nightly and we want them to be able to change the input controls to view other years/months without requiring a refresh as these past months data is not dynamic.

Thanks, Faith

[Former Member · Accepted solution]

Hi,

If you create a variable like

=If (DaysBetween(\[Date];CurrentDate()) = 0) Then "Today" Else \[Date]

you'll be able to add it to filter pane and set filter value to "Today".

Also you can use similar variable for the month and the year:

=If (\[Month] = MonthNumberOfYear(CurrentDate())) Then "CurrentMonth" Else \[Month]

=If (\[Year] = Year(CurrentDate())) Then "CurrentYear" Else \[Year]

Hope this help.

[Former Member · Accepted solution]

Thanks for this info Sergay. I am not clear on how to "add it to filter pane and set filter value to "Today". I am using Input controls. Can you please elaborate on this?

Thanks, Faith

[Former Member · Accepted solution]

I meant the following:

When you are in the report editing mode at the top right corner of WebI window you can find the "Show/Hide report filter toolbar" button. After activation this feature you'll be able to drag your variables over the pane that appears.

If you are using input controls you can create new input controls based on this variables instead of controls based on Date, Month and Year dimensions and set the "Today", "Current month" or "Current year" as theirs default values.

[Former Member · Accepted solution]

Thanks again~ Faith