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As promised, here's a thread on how I solved the filtering by month problem in @Bubble 
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#nocode #buildinpublic
: #nocode #buildinpublic
1/
Within the budgeting app, I needed data to be filtered by month. Why?
Well, I wanted users to be able to see their monthly stats on the home screen.
The whole budget is designed around data that needs to reset monthly.
So I needed to create a filter.
Within the budgeting app, I needed data to be filtered by month. Why?
Well, I wanted users to be able to see their monthly stats on the home screen.
The whole budget is designed around data that needs to reset monthly.
So I needed to create a filter.
2/
The fix was simple, but not exactly intuitive.
In the back-end, I created a new data field called 'Created-month' to store the month. This would be linked to every expense item a user creates.
But this data field is actually a number, not a date.
More on why later
The fix was simple, but not exactly intuitive.
In the back-end, I created a new data field called 'Created-month' to store the month. This would be linked to every expense item a user creates.
But this data field is actually a number, not a date.
More on why later
3/
With the field set, I updated the backend workflows for when an expense item is created or edited.
So any time an expense is added, within the 'Create a new thing' workflow (in this case a new expense item), a number will be linked to that expense.
With the field set, I updated the backend workflows for when an expense item is created or edited.
So any time an expense is added, within the 'Create a new thing' workflow (in this case a new expense item), a number will be linked to that expense.
4/
To add it to the existing workflow, I selected 'set another field' and included 'created-month' (the new field I had created in the back-end)
Then I input the dynamic data 'Expense Date/Time's value' and then 'extract month'.
To add it to the existing workflow, I selected 'set another field' and included 'created-month' (the new field I had created in the back-end)
Then I input the dynamic data 'Expense Date/Time's value' and then 'extract month'.
5/
This means that the app will take the month that the user selected for their expense date, and format it as a number.
So Jan = 1, Feb = 2, and so on.
The 'extract' function evaluates the date to a number.
That's why the 'created-month' field is a number.
This means that the app will take the month that the user selected for their expense date, and format it as a number.
So Jan = 1, Feb = 2, and so on.
The 'extract' function evaluates the date to a number.
That's why the 'created-month' field is a number.
6/
Going back to the front end, that number can now be used to filter data for a specific month.
E.g, under 'Recent Transactions', I can set the Data Source to: 'Search for expense items' and create a constraint that is 'Created-Month = Current date/time: extract month'
Going back to the front end, that number can now be used to filter data for a specific month.
E.g, under 'Recent Transactions', I can set the Data Source to: 'Search for expense items' and create a constraint that is 'Created-Month = Current date/time: extract month'
7/
So this repeating group will show data that is relevant to the current month.
If a user creates an expense for April, that item's 'created-month' number is 4.
If the current date is April, the extracted number from that is 4.
Since those numbers match, the item is shown
So this repeating group will show data that is relevant to the current month.
If a user creates an expense for April, that item's 'created-month' number is 4.
If the current date is April, the extracted number from that is 4.
Since those numbers match, the item is shown
8/
That's it. That's the thread.
Going forward, there will need to be more constraints to also filter out by year. Otherwise, by this same logic, an April 2020 expense could be displayed with an April 2021 expense.
But that's not an urgent issue.
Many other fires to douse
That's it. That's the thread.
Going forward, there will need to be more constraints to also filter out by year. Otherwise, by this same logic, an April 2020 expense could be displayed with an April 2021 expense.
But that's not an urgent issue.
Many other fires to douse
9/
If you found value in this thread, please RT the original post so others can be helped by it too, and follow @shikuwangombe for more @bubble tips and #buildinpublic threads
.
Also, if you have questions, drop them below. https://twitter.com/shikuwangombe/status/1382042288449273859?s=20
If you found value in this thread, please RT the original post so others can be helped by it too, and follow @shikuwangombe for more @bubble tips and #buildinpublic threads
. Also, if you have questions, drop them below. https://twitter.com/shikuwangombe/status/1382042288449273859?s=20
