Steps for creating Conditional Filter Blocks: The goal is to allow a user to choose between a group of prompts. The user will only be able to filter by one of the prompts. In the example we will allow the user to choose either to filter by Service Date , Entry Date or a Service Date Range ( Curren t MTD or Previous Month ). These filters will be applied to the b illing information from Signature. The report used will be Census and Productivity – Provider Summary in Public Folders > Physicians Practice Network > Detail Reports > Front Office Billing This process will involve the following steps: 1. Insert a value prompt to supply the list of possib le prompts the user can choose from (Servic e Date , Entry Date or Service Date Range ) , set its static choices to be Service Date , Entry Date and Service Date Range 2. Insert a pr ompt button t o change t he displayed option al prompt 3. Insert a conditional block to hold each of our possible prompts ( Ser vice Date , E ntry Date , Service Date Range ) 4. Crea te a
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8/4/2019 Steps for Creating Conditional Filter Blocks
The goal is to allow a user to choose between a group of prompts. The user will only be able to filter by one of the
prompts. In the example we will allow the user to choose either to filter by Service Date , Entry Date or a ServiceDate Range ( Current MTD or Previous Month ). These filters will be applied to the billing information from
Signature. The report used will be Census and Productivity – Provider Summary in Public Folders >
Physicians Practice Network > Detail Reports > Front Office Billing
This process will involve the following steps:
1. Insert a value prompt to supply the list of possible prompts the user can choose from (Service Date , Entry
Date or Service Date Range ) , set its static choices to be Service Date , Entry Date and Service Date Range
2. Insert a prompt button to change the displayed optional prompt
3. Insert a conditional block to hold each of our possible prompts ( Service Date , Entry Date , Service Date
Range )
4. Create a
8/4/2019 Steps for Creating Conditional Filter Blocks
It is now time to use our new parameters to filter the query for the report. In this case there are two queries that
feed the report. I will walk throuh filtering one of them but the process is the same for both. From the Query
Explorer choose the query. In this case it is called QryWorkRVUChg ( work RVU and charges ). We will need three
filters for this query. One for Entry Date , one for Service Date and finally one for Service Date Range. I will list the
filter text below:
For the Service Date Range radio button group: Note the different blocks for each type of date range. Thefinal <> ‘Service Date Range’ condition allows whichever other radio button value has been chosen to run ( ServiceDate or Entry Date ).
(
?ShowDateRanges? = 'Service Date Range' AND
?ServiceDateFilter? = 'Previous Month' AND
year([Charges].[Charge details].[Service Dt]) = year(dateadd({mm},-1,getdate())) AND