AppSheet How To Create a Filter Dashboard and Export to CSV

แชร์
ฝัง
  • เผยแพร่เมื่อ 4 ก.พ. 2025

ความคิดเห็น •

  • @Areslite-AI
    @Areslite-AI 2 ปีที่แล้ว +4

    THANKS FOR THIS...been having sleepless night over this..

  • @DavidHendricks-mp8lm
    @DavidHendricks-mp8lm 2 หลายเดือนก่อน

    This video has been a huge help in completely my project. Thank you and keep up the good work.

  • @suvankarghosh4503
    @suvankarghosh4503 11 หลายเดือนก่อน +1

    Thank you sir
    You complete my project in a second in this video❤

  • @blindwage
    @blindwage 10 หลายเดือนก่อน +1

    Thanks bro, this is the easiest one

  • @sankarnatarajan8109
    @sankarnatarajan8109 3 หลายเดือนก่อน

    Thank you for your effort. I have a small suggestion: please follow the naming convention when you name the columns. In filter data, you use names for Table, View, Slices, and Dashboard. This can be a bit confusing in terms of understanding.

  • @hashiramasenju4297
    @hashiramasenju4297 2 ปีที่แล้ว +3

    Hei Joe, I like your tutorial,its really help me to learn Appsheet, but there no tutorial about Maps Aplication like map tracker, or similar app like that ..Etc grab location..please make tutorial👍

  • @yakera1
    @yakera1 ปีที่แล้ว

    Hi, morning, amazing content

  • @ImadAli1
    @ImadAli1 2 ปีที่แล้ว +2

    Great explanation @Joe
    Can we add a detailed view on top of the collection in the dashboard that’s only shown if a certain value exists in the data table? For example a warning.

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      Hi, Im not sure if I understand what you are trying to explain. Please explain more

  • @saravananr-oc3nm
    @saravananr-oc3nm 9 หลายเดือนก่อน

    Excellent teaching

  • @Spindle31
    @Spindle31 ปีที่แล้ว

    Hello thanks for the video, but I need a help, is possible to show after the filter the sum?

  • @SylvesterWong-k4f
    @SylvesterWong-k4f หลายเดือนก่อน

    To save anyone in future the trouble of dealing with customizing this expression and encountered issues:
    Yes, the reference, as pointed out by someone's comment, is reveresed.
    Given three tables: Filter (containing filter fields), Dataset (unfiltered results) and Collection (filtered results by using slice) -> you should set the row filter condition of Collection table to:
    ISNOTBLANK(
    ANY(
    SELECT(Dataset[ID],
    AND(IF([_ThisRow].[DATE]=INDEX(Filter[Date],1),
    Condition 2...,
    Condition 3.... and so on))))

  • @michastasinski2633
    @michastasinski2633 ปีที่แล้ว +2

    Hi! Great video, this is exactly what I needed to my simple app about quality issues. Is there any option to make dates valid and the rest of fitler's items make optional? I mean I choose start and finish data which should be required but I don't have to choose Chashier ID and Paymanet Type. Thank you in advance for your response ;)

  • @toozenone
    @toozenone 5 หลายเดือนก่อน

    I managed to make it work. But I dont really understand why, if you are filtering on the collection table the select is referenced to the filter[id]. It makes more sense to be references to the collection[id] so it can bring all the registers from that table. Anyway it works, thanks.

  • @kirayagami9229
    @kirayagami9229 2 ปีที่แล้ว

    Very detailed tutorial. Kudos sayo kabayan. More tutorials and subscriber to go.

  • @camus0202
    @camus0202 หลายเดือนก่อน

    There is a problem with de page, if you duplicate the window with the filters, you will have the same filters with data. Help please!

  • @hermawanyulianto2645
    @hermawanyulianto2645 ปีที่แล้ว

    It helped me, many thank.

  • @abdullahazam
    @abdullahazam 6 หลายเดือนก่อน

    Thanks ❤

  • @TransitTeranga
    @TransitTeranga ปีที่แล้ว

    i got a question: could you show for us the key column for collection table please ?

  • @aakashchudasma6060
    @aakashchudasma6060 8 หลายเดือนก่อน

    thanks for this very helpfullll.

  • @theresahooper6700
    @theresahooper6700 7 หลายเดือนก่อน

    This is a great video! This is perfect for my monthly tally sheets. Question: How was the banner content added? I created a virtual column, set the data type to 'show' and set the formula to " ". How do I add the image?
    I also noticed the cashier dropdown shows the cashier id. Is there a way to display the cashier's name instead?

    • @toozenone
      @toozenone 5 หลายเดือนก่อน

      Go to the cashier table and set the name as label. That should work

  • @casperdelport3427
    @casperdelport3427 ปีที่แล้ว

    Thank you for this. How would I change the formula in the slice to summarise according to lets say a product.

  • @mradelphi02
    @mradelphi02 ปีที่แล้ว

    Worked perfectly!

  • @manojkumarsingh3385
    @manojkumarsingh3385 6 หลายเดือนก่อน +1

    Please any help me
    What is csv download location in mobile

  • @AbelTabz
    @AbelTabz 2 ปีที่แล้ว

    GOOD JOB!! this is perfect! this is also what am looking for awhile now. THANK YOU SOO MUCH!
    Will it be possible to add TOTAL for the Amount? and maybe before showing the data will be filtered is to show first all the data then you can then choose to filter it?
    KUDOS!!

  • @tk7775
    @tk7775 6 หลายเดือนก่อน

    Thank you so much

  • @technologyideas530
    @technologyideas530 7 หลายเดือนก่อน

    Hi Dear, very nice video appreciate if I want to ck total amt of sales with flitter is it possible can you plz help..❤

  • @yakera1
    @yakera1 ปีที่แล้ว

    Would you be so kind to share a screenshot of your collection table, 'to know what type each column is and to better understand the exercise? I would really appreciate it, thank you

  • @irvanhamzah9303
    @irvanhamzah9303 10 หลายเดือนก่อน

    Hello thanks for the tutorial, it helped me alot.
    I follow all of the instructions, it works fine in browser, but in android version, when im export the csv it didn't show anything, is there any possible way to fix this ?
    Thank you

    • @JoeTayactac
      @JoeTayactac  10 หลายเดือนก่อน

      Csv will not work in mobile app

  • @MotV-5
    @MotV-5 ปีที่แล้ว

    nice! question how to export only specific column as showed on my filtered view. i tried to follow and export the file but it includes all the columns in my database

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว +1

      Use slice and select/include only the columns you need

  • @edijuanda6148
    @edijuanda6148 ปีที่แล้ว

    after downloading the csv file, why are there empty columns in the result, not the same as the filter results

  • @OrlandoCapriles
    @OrlandoCapriles ปีที่แล้ว

    Hello, excellent video, one question how could I add a counter for example the amount of payments. Thanks

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      Hi,
      Sorry I did not understand itm do you mean sum or total payments?

  • @leinharte9912
    @leinharte9912 2 ปีที่แล้ว

    Great video! Thanks.
    Could you explain the Banner column setting of the Filter table?

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      Its a show type column and image type with image url enclosed with "url"

  • @Tom-GregerKnutsen
    @Tom-GregerKnutsen ปีที่แล้ว

    Great video, thanks! Could the "Clear Filter" button be placed in a little more UX friendly position?

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      You can change it as primary action

  • @Deepak-nf1fi
    @Deepak-nf1fi ปีที่แล้ว

    HI Mr. Joe All are working great but CSV action icon not appearing, i have already try " view Prominence
    Display as primary
    Display prominently
    Display inline
    "
    ?

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      Hi,
      Please check option display action in dashboard

  • @yildirimselim
    @yildirimselim ปีที่แล้ว

    Thanks

  • @phulong.laptop
    @phulong.laptop ปีที่แล้ว

    Hi joe, when i use security filter for sheet data, it show perfect value in filter board, but when i export csv, it's blank , 😢, how can i fix it

  • @niroshansenevirathne7854
    @niroshansenevirathne7854 2 ปีที่แล้ว

    great 👍

  • @HushNinja
    @HushNinja ปีที่แล้ว

    Hi can I confirm something?
    Seems like the filter is working by live-editing the cells.
    What happens if there are multiple searches by multiple users that are using the filter function?

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      Hi, you can follow this video to solve that issue
      th-cam.com/video/5lQ3roJG0Hw/w-d-xo.html

  • @munozgustavoweb
    @munozgustavoweb 2 ปีที่แล้ว +1

    Hi, thanks for your video. It helped me a lot. But I need it to be exported to PDF. how can i do it?

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว +1

      Will make a video soon

    • @munozgustavoweb
      @munozgustavoweb 2 ปีที่แล้ว

      @@JoeTayactac I'll wait for it, thanks.

  • @secunatutoriais2537
    @secunatutoriais2537 2 ปีที่แล้ว

    thank you indeed. I followed all the step, but I the CSV icon does not appear to export the filtered data. Please help me.

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      You have to expand the view in Dashboard and Display Main Promininse

  • @geka88
    @geka88 2 ปีที่แล้ว

    Hy Joe, I have row that hold 2 value. (e.g. Column "worker" with row value name of the worker (John, Smith). it seem with this formula it only capture row with one value only. is there any work around to able capture one name in the the row?

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      Hi you can do some tweaks in the formula. If you have 2 rows as reference you can always use And expression .

  • @ctrlapp
    @ctrlapp ปีที่แล้ว

    Obrigado, me ajudou muito.

  • @thetradingcapsules
    @thetradingcapsules ปีที่แล้ว

    @Joe But problem with the above is that only one user can access dashboard at a time? how to solve that?

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว +1

      Checkout the another video th-cam.com/video/5lQ3roJG0Hw/w-d-xo.htmlsi=t86SqSMtYI8-YHtJ

    • @thetradingcapsules
      @thetradingcapsules ปีที่แล้ว

      @@JoeTayactac solved! Problem solved 😊😊

    • @thetradingcapsules
      @thetradingcapsules ปีที่แล้ว

      @@JoeTayactac in this one it is only for online users. Is there any alternative for offline users??

    • @thetradingcapsules
      @thetradingcapsules ปีที่แล้ว

      @@JoeTayactac I am looking non-user settings alternative.

  • @krislukm
    @krislukm 11 หลายเดือนก่อน

    thanks mate

  • @davidtee1376
    @davidtee1376 ปีที่แล้ว

    Would like to check how can I select with multiple payment type? I tried to change the payment type to Enumlist and select multiple payment type but it showed "THIS ENTRY IS INVALID".

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      Hi,
      You have to change the expression. I will have a video for that

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      You mean like this? th-cam.com/video/S8B4cVIiQV0/w-d-xo.html

  • @SilviaFrisullo
    @SilviaFrisullo 5 หลายเดือนก่อน

    I've watched your video 5 times, but the end result is not the same. The dashboard is different. I followed all your steps, can you help me please?

  • @jeya_murugan1975
    @jeya_murugan1975 ปีที่แล้ว

    IS this expression right
    Isnotblank(Any(Select(Filter[ID],And([_Thisrow].[DATE]>=[START DATE],[_Thisrow].[Date]=[END DATE],[_Thisrow].[VISIT TYPE]=FILTER[VISIT TYPE],[_Thisrow].[FEE MODE]=FILTER[FEES MODE]))))
    or should i have to remove the worksheet name "FILTER" in the expression
    My first worksheet name is MASTER and second one is FILTER, the column names are same in bothe the sheets
    it throws out this error Cannot compare List with Text in ([_Thisrow].[VISIT TYPE] = [VISIT TYPE])

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      [Fee Mode]=Filter[Mode] is wrong you cannot compare this two.

    • @jeya_murugan1975
      @jeya_murugan1975 ปีที่แล้ว

      @@JoeTayactac Found out the mistake its fee mode in worksheet and feeS mode in another. rectified it but still returns no data

  • @REdbLACKI
    @REdbLACKI 2 ปีที่แล้ว

    Hey man, thx for the video. I got a question: on 18:09 on your filtered data you have there 3 entries on Jan 1 and 2 entries on Jan 2. So they are shown one by one right? Let's assume that they are quantities, you made three sales and entered them separately, like this: 2 pcs. then 3 pcs. and then 4 pcs. So on that day you have 9 pcs of sales in total. How can you display all entries that are on the same date as one row? Like when you filter that date, instead of displaying 2+3+4, I want it to show me just the total 9... Hope I could explain what I mean... :)

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว +1

      You can group the results by column . Let say in your case [quantity] then summarize by total quantity. You can do that in UX when creating a view

    • @casperdelport3427
      @casperdelport3427 ปีที่แล้ว

      But what if you wanted to export it in CSV grouped as well?

  • @AutomationWithSholz
    @AutomationWithSholz ปีที่แล้ว +1

    This tutorial is VERY GOOD 👍 but not 🚫 complete bcoz this here won't work for multiple users searching 🔍😊

  • @ImadAli1
    @ImadAli1 2 ปีที่แล้ว

    Joe, can we display both payment types when nothing is selected?

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      You may try to replace the filter formula instead of And try using Or

    • @ImadAli1
      @ImadAli1 2 ปีที่แล้ว

      @@JoeTayactac thanks for the suggestion. I just don't know how to work this out without adding another enum

  • @afrinsir7479
    @afrinsir7479 2 ปีที่แล้ว

    it is work very well but when i try in mobile export data does not work. it is only showing . but download in computer not in mobile pls help me

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      Csv is only for desktop user

  • @afrinsir7479
    @afrinsir7479 2 ปีที่แล้ว

    very nice
    how ew can put total at the end of after filtering data

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      You can create a virtual coloumn in Filter and use Sum(Select(Collection[Amount],And([ ],[ ],[ ])))

    • @afrinsir7479
      @afrinsir7479 2 ปีที่แล้ว

      @@JoeTayactac please provived with example

  • @ClickedClocked
    @ClickedClocked 6 หลายเดือนก่อน

    Any possible to export the view to WhatsApp?

  • @anisharma7889
    @anisharma7889 ปีที่แล้ว

    When I export from crome browser CSV file is export but when i am exporting from mobile Android app file not export but massage come file export successfully

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      Hi csv is for browser/desktop only

    • @anisharma7889
      @anisharma7889 ปีที่แล้ว

      @@JoeTayactac then what is the option for export from mobile app

  • @ImadAli1
    @ImadAli1 2 ปีที่แล้ว

    Hi Joe
    How can I use (extract) date from my DateTime Column (Date & Time) to use in the expression for the filter.
    [_Thisrow].[Date & Time]=[Start Date],

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      You have to change start date to date and time too

    • @ImadAli1
      @ImadAli1 2 ปีที่แล้ว

      @@JoeTayactac thanks!
      I wrapped it in Date([Date & Time]) and it works now.
      But the start and end date expression isn't filtering rows between the different dates.
      Edit: Fixed! I added greater and less than operators in the date :)

  • @anisharma7889
    @anisharma7889 2 ปีที่แล้ว

    Hi
    Can we download pdf file instead of CSV file
    Thanks in advance

  • @Areslite-AI
    @Areslite-AI 2 ปีที่แล้ว

    Do you know how to duplicate a parent record along with its child record?

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      How you trigger this ?

  • @jeya_murugan1975
    @jeya_murugan1975 ปีที่แล้ว

    I have done it step by step, but my Dashboard gives a Blank Filtered data

    • @JoeTayactac
      @JoeTayactac  ปีที่แล้ว

      I have a new video for multiple selection maybe will help you th-cam.com/video/uDvbgDeFsYE/w-d-xo.html

  • @cczp4265
    @cczp4265 2 ปีที่แล้ว

    How to filter data from 2 different tables?

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      Hi.
      You can filter more tables as you like
      As long as the reference filter is same. With same procedure

    • @jlotica
      @jlotica หลายเดือนก่อน

      I had this problem and did had to append the tables in google sheets before and use this table in the app. You can use the ={query (table 1 ); query(table 2) } in G sheets

  • @perrfectxcape
    @perrfectxcape ปีที่แล้ว

    bro you have written wrong formula in description

  • @sujalytgamer4290
    @sujalytgamer4290 7 หลายเดือนก่อน

    hi

  • @aytekineraslan4531
    @aytekineraslan4531 2 ปีที่แล้ว

    Hello there,
    How can we list the total quantities and total amounts according to the selections?
    For example, I want to make a filter that returns the totals when selected according to the information given below. When no seller is selected, I want to list all sellers and see how many items they have sold and their sales totals:
    Start Date : 01.09.2022
    End Date : 04.11.2022
    Seller ID : Seller01 (Seller02, Seller03, Seller04, SellerXX...)
    Payment : Cash
    Product : Mobile Phone
    Brand : Iphone 12
    Feature : 64 Gb
    Sales Quantity : ?
    Total Sales : ?

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว

      You can add 2 virtual coloumn in Filter and use Sum(Select(Table[Sales],And([]=[]=[]])))
      Sum(Select(Table[Quantity],And([]=[]=[])))

    • @aytekineraslan4531
      @aytekineraslan4531 2 ปีที่แล้ว

      @@JoeTayactac In this case, only 1 line of information is received.
      When no selection is made in the vendor section and the product section, how can we list all vendors as UNIQUE and see how many of which vendors have sold between the start and end dates of the vendors, and their total amounts in a table?

    • @aytekineraslan4531
      @aytekineraslan4531 2 ปีที่แล้ว

      @@JoeTayactac In short, between two dates, for example in September, I would like to see how many of each or every seller's product sold, and the sales totals in a tabular form.

    • @JoeTayactac
      @JoeTayactac  2 ปีที่แล้ว +1

      You need to create a parent and child relationship. Seller is the parent table and Sales are the child record. Then you can add in Seller table the ref_rows("Sales","Ref Column")and add it to the inline view. Then create a filter table

    • @aytekineraslan4531
      @aytekineraslan4531 2 ปีที่แล้ว

      @@JoeTayactac We would be very pleased if you make a video about it in your next videos.