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Unifying Date Filters for Table-based Data Visualizations and PA Indicators in UI Builder

kelvensilva
Tera Contributor

Hi everyone,

I am currently migrating a dashboard from Platform Analytics to UI Builder (Next Experience) for a Project Management (SPM) use case. I’ve encountered a challenge regarding Date Filters and I'm looking for the best architectural approach to solve it.

Current Setup: On the original dashboard, I have two separate filters due to how the data sources behave:

  1. Standard Date Filter: Used for table-based Data Visualizations (Reports). It maps to fields like Time Card.Week starts on or Resource Aggregate Monthly.Month starts on.

  2. Single Select (Breakdown) Filter: Used for Performance Analytics (PA) Indicators, where the filtering is done through a Date Breakdown.

The Goal: I want to unify these into a single filter component in UI Builder so the user doesn't have to select a date range twice. The user should select a date once, and it should simultaneously filter both the table-based reports and the PA-based indicators.

What I've Tried:

  • I looked into using Client State Parameters to store the filter value, but I'm struggling to find a way to make a single filter component emit a payload that satisfies both the table-based filter requirement (start/end date range) and the PA Breakdown requirement (which usually expects a specific breakdown element).

Question: Is there a way to configure a single Filter component (or a custom solution using Client Scripts/State) that can act as both a standard date filter and a PA Breakdown selector?

 

Thanks in advance.

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