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How to dynamically filter the data in Visual Insight/Dossier so that the data for the first of the month until the current date is displayed


Vincent Auyeung

Principal Support Engineer • MicroStrategy


Some business requirements include dynamically filtering data so that only the current month’s data is shown on a visual insight dashboard. This article explains how to do so.

Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.
[DESCRIPTION]
Some business requirements include dynamically filtering data so that only the current month’s data is shown on a visual insight dashboard. Currently, filtering on date attributes using a dynamic date feature exists for both visual insight and report services documents. In order to utilize the feature, one can:
1. Add a date attribute into the filter
2. Click on the Calendar Icon (See screenshot below)
3. Check "Dynamic Date" option
4. Set it to "plus 0 months"
5. Click "OK" to save the setting and save the dashboard

ka0PW0000001JWmYAM_0EM44000000ghBS.png

This feature is limited in that it cannot filter for the current month’s data dynamically. In other words, one can only filter on a set number of days or months. This solution only allows for a fixed time difference.
[WORKAROUND]
Add a report filter as per KB43660 to a grid report. Then, use the newly created report as a dataset.
KB483047


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Knowledge Article

Published:

March 27, 2019

Last Updated:

March 21, 2024