Year to Date and Month to Date Functions Using Checkboxes

[levoncosta]

Hello,

Summary

Basically, I am looking for a way to change the values of the DatePicker From and To so it auto filters and searches the items on the SharePoint list. It would be a convenient way for users to quickly access data based on Month to Date and Year to Date. I believe the logic here is sound. 

I have set up the code logic in the following statement:

YTD Checkbox

OnSelect = When checkboxYTD is clicked 'on', set DatePickerFrom to January 1 of current year and DatePickerTo to Today()?// (Now()?)
and while checkboxYTD is 'on' or 'true?', DatePickerFrom and DatePickerTo cannot be changed // only option now is to unclick the checkbox to change the DatePickerFrom and DatePickerTo
and while checkboxYTD is 'on' or 'true?', checkboxMTD cannot be clicked 'on'

MTD Checkbox 

OnSelect = When checkboxMTD is clicked 'on', set DatePickerFrom to Date(Year(Today()), Month(Today()),1) and DatePickerTo to Today?// (Now()?)
and while checkboxMTD is 'on' or 'true?', DatePickerFrom and DatePickerTo cannot be changed //only option now is to unclick the checkbox to change the DatePickerFrom and DatePickerTo
and while checkboxMTD is 'on' or 'true?', checkboxYTD cannot be clicked 'on'

Any assistance is greatly appreciated! 🙂 

[TheRobRush]

Take two date selecters. One named endPick, one named startPick

For startPick my default date will be

If(IsBlank(pickStart), Today(), pickStart)

For endPick my defualt day will be

Today()

below these i have 2 checkboxes, ytdBox, and mtdBox

mtdBox has a default of

mtdDefault

ytdBox has a default of

ytdDefault

mtdBox has an OnCheck of

UpdateContext({mtdDefault:true, ytdDefault:false, pickStart:DateValue(Month(Today())&"/01/"&Year(Today()))})

and an OnUncheck of

UpdateContext({mtdDefault:false, ytdDefault:false, pickStart:DateValue(Blank())})

ytdBox has an OnCheck of

UpdateContext({mtdDefault:false, ytdDefault:true, pickStart:DateValue("01/01/"&Year(Today()))})

and an OnUncheck of

UpdateContext({mtdDefault:false, ytdDefault:false, pickStart:DateValue(Blank())})

this changes start date to beginning of month or year, depending on box selected. And keeps both start and end as today if neither is selected, or either is unselected. At any time you can manually still select dates as well

[TheRobRush]

Just noticed you want them unchangeable when a checkbox is selected, to do that just set their DisplayMiode to

If(mtdBox || ytdBox, DisplayMode.Disabled, DisplayMode.Edit)

[TheRobRush]

I did not make the checkboxes unclickable if one is already clicked, isntead i made clicking the other change everything to it and deselect the first, and either can be deselected as well to reopen manual search. This was for greater user flexability. you can disable them though same way as above for the calendar disable

[levoncosta]

Hi @TheRobRush, thank you for the help so far. 

In this case, I opted to keep the Date Picker names as such: FinanceDatePickerFrom and FinanceDatePickerTo, instead of using startPick and endPick. 

The users asked for the defaultdate of FinanceDatePickerFrom "startPick" to be: Date(Year(Today()), Month(Today())-1,1) // first day of last month

They asked for the defaultdate of FinanceDatePickerTo "endPick" to be: DateAdd(Date(Year(Now()), Month(Now()), 1),-1,Days) // last day of last month

I changed the default values for the checkboxes accordingly to be mtdDefault and ytdDefault. 

I changed the OnCheck of mtd to UpdateContext({mtdDefault:true, ytdDefault:false, FinanceDatePickerFrom:DateValue(Month(Today())&"/01/"&Year(Today()))})

I changed the OnCheck of ytd to UpdateContext({mtdDefault:false, ytdDefault:true, FinanceDatePickerFrom:DateValue("01/01/"&Year(Today()))})

I changed the OnUncheck of mtd to UpdateContext({mtdDefault:false, ytdDefault:false, pickStart:DateValue(Blank())})

I changed the OnUnheck of ytd to UpdateContext({mtdDefault:false, ytdDefault:false, pickStart:DateValue(Blank())})

The code is not functional, but I know we're not far off here. 

[TheRobRush · Accepted solution]

If you keep everything I sent before (but change the names of controls as you want them to be, this is inconsequential) and change only this make the default date of the FROM

If(IsBlank(pickStart), DateValue(Text(DateAdd(DateValue(Today()),-1,Months),"mm/")&"01/"&Text(DateAdd(DateValue(Today()),-1,Months),"yyyy")), pickStart)

and the to default date

If(IsBlank(pickStart), DateAdd(DateValue(Text(DateValue(Today()),"mm/")&"01/"&Text(DateAdd(DateValue(Today()),-1,Months),"yyyy")),-1,Days), Today())

This gives you a default calendar selection of first date of previous month, to last day of previous month when no checkboxes are marked

the entire year to date when ytd selected

and the month to date when mtd is selected