How to Pass Calendar Parameters from Main Table to Drilldown Table

This QRG explains how to ensure data parameters from a Calendar selection in the main Viewsheet, get passed onto the Drill Down table in the Drill Down Viewsheet. You will want to ensure that you have your Main and Drill Down Viewsheets set up prior to completing the following actions.

1. On your main Viewsheet

a.Create a calendar prompt that connects to the table (or chart) that will be drilled into

2. Open the OptionsĀ Pass Calendar Parameters 2 for Viewsheet

a. Click on the Filters tab

b. On the Filters tab

i. Click on the Calendar filter

ii. Click on the Add button in the middle of the page

1. This adds the Calendar to the Shared Filters section

iii. Click on the Calendar name in the ID column

iv. Rename the ID to something that will let you know what the filter is

1. It will be important to remember this name because you will apply the same ID to the Calendar Filter in the Drill Down Viewsheet

3. Open the Drill Down Viewsheet

 

4. Click and drag a Calendar selection component onto the Viewsheet

5. Right click on the Calendar and choose Properties

 

6. On the General tab

a. Name the Calendar

b. Click on the Visible drop down and choose Hide

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c. Click Ok to exit the properties and navigate back to the Viewsheet

 

7. Open the Options Pass Calendar Parameters 7 for Viewsheet

a. Click on the Filters tab

b. On the Filters tab

i. Click on the Calendar filter

ii. Click on the Add button in the middle of the page

1. . This adds the Calendar to the Shared Filters section

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iii. Click on the Calendar name un the ID column

iv. Rename the ID to match what the ID you provided for the calendar in the main Viewsheet. This associates the Calendars on the two Viewsheets as long as the following steps are completed.

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v. Click OK to navigate back to the Viewsheet

8. When setting up the drilldown for Hyperlinking

a. Ensure that you are selecting

i. Send Viewsheet Parameters

ii. Send Selections as Parameters

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** Now your main report is set up to receive the Dates you have selected in the Main report