ROLLING QUERY HELP!

Mark HHP

Hello guys!

I know I've asked this before but hopefully someone can help me. I've got an item called ForecastLineItem that I need to display by year but I can't figure it out. I guess I could add a yearly filter but ideally I'd like to scroll across to next year.

This is what gets entered:

and this is how it gets displayed:

Is there a way to display them by year while also still showing that Magazine column on the right?

Mark HHP

To elaborate, something like the Project Management app that is currently on the Aware site.

I'm on 5.7 not 6 so I'm not sure if I can do something like that.

tford

Mark,

You could do it using some of the concepts shown in the screen shot I posted at:
https://forum.awareim.com/d/7283>

It's a VP built with with a LOT of queries that are driven off of values stores in LoggedInRegularUser. The +1 and -1 buttons at the top "scroll" the data in the queries. I also have a screen in the BSV that has +7 and -7 buttons as well.

Mark HHP

Hi there,

Thanks, I think this might actually work! Will let you know if it comes right!

Thanks 🙂

Mark HHP

Hi Tom,

I actually had a different idea based on your idea. What if, every time I created a ForecastLineItem, it created a Meeting-type object that could be viewed in the default calendar view? It will take some rule trickery as our months not 1-31st or whatever but more like 16th-15th of next month.

My question to you is, can you do a total per month? Like showing how many forecasts there are? There could be filters at the top to filter by region, size etc.

Unless the calendar view is the wrong choice, as there will be many forecasts per month (as the Consultant is forecasting a sale per month per client, if the client is buying)

I'm just rambling, trying to understand the best way to do this. My other option is the add a year value and when an issue is chosen (ie Feb 2015) it pulls the date and applies it to year value. Then you can filter by year as well as display the totals.

tford

My question to you is, can you do a total per month? Like showing how many forecasts there are? There could be filters at the top to filter by region, size etc.

The simple answer is yes. You won't be able to show that total on the Calendar view, but could put it in another panel on a VP.