AppSheet How To Create a Filter Dashboard and Export to CSV

Create a Filtered Dashboard in AppSheet and Download in CSV
Slice Row Filter Expression: (Add more than or less than sign beside equals)
Isnotblank(Any(Select(Filter[ID],And([_Thisrow].[Date]=[Start Date],[_Thisrow].[Date]=[End Date],[_thisrow].[Payment Type]=[Payment Type],[_thisrow].[Cashier ID]=[Cashier ID]))))
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#appsheet #filter #validif #AppSheetapi #webhook

[@margaretoghumu1299]

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

[@suvankarghosh4503]

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

[@blindwage]

Thanks bro, this is the easiest one

[@mradelphi02]

Worked perfectly!

[@hashiramasenju4297]

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]

Hi, morning, amazing content

[@hermawanyulianto2645]

It helped me, many thank.

[@AbelTabz]

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!!

[@michastasinski2633]

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 ;)

[@saravananr-oc3nm]

Excellent teaching

[@casperdelport3427]

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

[@aakashchudasma6060]

thanks for this very helpfullll.

[@theresahooper6700]

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?

[@Spindle31]

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

[@ctrlapp]

Obrigado, me ajudou muito.

[@AutomationWithSholz]

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

[@ImadAli1]

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]

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

[@tk7775]

Thank you so much

[@yakera1]

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

[@niroshansenevirathne7854]

great 👍

[@krislukm]

thanks mate

[@kirayagami9229]

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

[@abdullahazam]

Thanks ❤

[@user-ef4dd3qp4e]

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

[@Tom-GregerKnutsen]

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

[@JoeTayactac]

You can change it as primary action

[@leinharte9912]

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

[@JoeTayactac]

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

[@phulong.laptop]

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

[@edijuanda6148]

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

[@OrlandoCapriles]

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

[@JoeTayactac]

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

[@anisharma7889]

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

[@technologyideas530]

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

[@geka88]

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]

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

[@REdbLACKI]

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]

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]

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

[@MotV-5]

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]

Use slice and select/include only the columns you need

[@irvanhamzah9303]

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]

Csv will not work in mobile app

[@HushNinja]

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]

Hi, you can follow this video to solve that issue kzbin.info/www/bejne/a520ZKWlf6xjftk

[@munozgustavoweb]

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]

Will make a video soon

[@munozgustavoweb]

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

[@secunatutoriais2537]

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]

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

[@manojkumarsingh3385]

Please any help me What is csv download location in mobile

[@Deepak-nf1fi]

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]

Hi, Please check option display action in dashboard

[@ImadAli1]

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

[@JoeTayactac]

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

[@ImadAli1]

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

[@afrinsir7479]

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

[@JoeTayactac]

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

[@afrinsir7479]

@@JoeTayactac please provived with example

[@afrinsir7479]

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]

Csv is only for desktop user

[@thetradingcapsules]

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

[@JoeTayactac]

Checkout the another video kzbin.info/www/bejne/a520ZKWlf6xjftksi=t86SqSMtYI8-YHtJ

[@thetradingcapsules]

@@JoeTayactac solved! Problem solved 😊😊

[@thetradingcapsules]

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

[@thetradingcapsules]

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

[@davidtee1376]

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]

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

[@JoeTayactac]

You mean like this? kzbin.info/www/bejne/iWmlZZaMfs6EjJI

[@cczp4265]

How to filter data from 2 different tables?

[@JoeTayactac]

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

[@ImadAli1]

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]

You have to change start date to date and time too

[@ImadAli1]

@@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 :)

[@jeya_murugan1975]

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]

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

[@jeya_murugan1975]

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

[@margaretoghumu1299]

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

[@JoeTayactac]

How you trigger this ?

[@jeya_murugan1975]

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

[@JoeTayactac]

I have a new video for multiple selection maybe will help you kzbin.info/www/bejne/q3XZk5p6mqumj6c

[@anisharma7889]

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]

Hi csv is for browser/desktop only

[@anisharma7889]

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

[@user-rd7ud1uz1h]

bro you have written wrong formula in description

[@sujalytgamer4290]

hi

[@yildirimselim]

Thanks

[@aytekineraslan4531]

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]

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

[@aytekineraslan4531]

@@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]

@@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]

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]

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