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Deselect One Category From Dynamic Filter

  • 1.  Deselect One Category From Dynamic Filter

    Posted 02-15-2019 22:19
    Is there a way to deselect one or more categories from a dynamic report filter? For example, When I open a report containing a dynamic filter for region and the region categories are as follows:
    • South
    • West Coast
    • Midwest
    • Northeast
    I currently have to select South, Midwest and Northeast each in order to not view West Coast records.

    I would rather deselect West Coast in order to perform 1/3 of the work required to view the pertinent information.

    This is a simple example, but in some cases the options under a dynamic report filter may be a long list of items that a deselect function could provide a significant time savings when filtering. 


  • 2.  RE: Deselect One Category From Dynamic Filter

    Posted 02-15-2019 23:10
    Depending on use case/workflow, probably other approaches are easier.

    Here are two:
    Spin up custom report versions with different combinations of values pre selected
    Spin up a url formula button to pass values via url to the report you'll view

    Oh, here's an even better one:
    If the typical use case is more suited to deselecting than selecting, create your default report view with an Initial Filter set to display all the values. Use a url formula button to pass THAT url.

    https://[domain].quickbase.com/db/[dbid]?a=q&qid=-1028357#dynamic/

    {"sidebar":[{"facetid":14,"data":{"value":"HIGH"}},{"facetid":14,"data":{"value":"LOW"}},{"facetid":14,"data":{"value":"MEDIUM"}}],"searchString":"","ver":1}

    Parse that one out and figure out how to pass everything you want into the url, then when that button calls the report, those dynamic filters will be pre-selected and you can de-select them using the X's in the in-report GUI.



  • 3.  RE: Deselect One Category From Dynamic Filter

    Posted 02-18-2019 18:25
    I was thinking more along the lines of the basic slicer functionality in Excel:
    By selecting Multi-Select when all of the options are already selected, the behavior becomes deselect and it is very simple to deselect an option with one click: