How to preset values in filter

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Question

How can I preset date values in time period filter?

Answer

You can use hidden filter to make reports pre-filtered whenever they are opened so that viewers only see the filtered results. However, hidden filter is not available when the filter operator is something else other than 'Equals'. Still, you can preset values in filter using PreExecuteReportSet method as below

Example: Presetting a time period (From a year ago to Today)

Global.asax (C♯)

    public override void PreExecuteReportSet(ReportSet reportSet) 
    {
      base.PreExecuteReportSet(reportSet);

  //    if (reportSet.ReportName != "MyReport" || reportSet.ReportName != "MyReport2")  // You can choose to which report this overriding to be applied
//        return;              

      foreach (Izenda.AdHoc.Filter filter in reportSet.Filters) {

        if (filter.Operator == OperatorTypes.BetweenTwoDates) {    // can choose filter as well based on its operator
          
          if (filter.dbColumn.Name.Equals("OrderDate")) {   // To be applied to "OrderDate" filter            
            
         DateTime baseDate = DateTime.Today;

            filter.Values.SetValue(baseDate.AddYears(-1), 0);    //the'Between' operator takes two parameters. the first one's indexed as 0. '-1' for a year ago

            filter.Values.SetValue(DateTime.Today, 1);   

//  reportSet.Filters[count].Values.SetValue("01/01/2010", 1);
//  reportSet.Filters[count].Values.SetValue("01/01/2016", 1);  // the date value could be a specific date 

          }
        }
      }
    }

Global.asax (VB.Net)

Public Overrides Sub PreExecuteReportSet(reportSet As ReportSet)
	MyBase.PreExecuteReportSet(reportSet)

	'    if (reportSet.ReportName != "MyReport" || reportSet.ReportName != "MyReport2")  // You can choose to which report this overriding to be applied
	'        return;              

	For Each filter As Izenda.AdHoc.Filter In reportSet.Filters

		If filter.[Operator] = OperatorTypes.BetweenTwoDates Then
			' can choose filter as well based on its operator
			If filter.dbColumn.Name.Equals("OrderDate") Then
				' To be applied to "OrderDate" filter            
				Dim baseDate As DateTime = DateTime.Today

				filter.Values.SetValue(baseDate.AddYears(-1), 0)
				'the'Between' operator takes two parameters. the first one's indexed as 0. '-1' for a year ago

					'  reportSet.Filters[count].Values.SetValue("01/01/2010", 1);
					'  reportSet.Filters[count].Values.SetValue("01/01/2016", 1);  // the date value could be a specific date 

				filter.Values.SetValue(DateTime.Today, 1)
			End If
		End If
	Next
End Sub

Screenshots

Note: The filter is displayed here for demonstration purposes. In this scenario, the filter would be hidden from user input

Example: Allowing the user to modify the filter value

The above example does not allow the user to change the filter value as the filter is hidden. In order to allow a preset value that responds to user input, a different approach is required. First, we have to know when the report is first being accessed by a user. This can be tricky since Izenda does not track when a report is first being accessed versus subsequent requests to render the report with different filter values. Since the CustomAdHocConfig usually exists in the global.asax, checking if the request is a postback is not possible, so we have to use some other method. For the following example, imagine we have a report with the following:

• A filter on OrderDate with a "Between (Calendar)" operator

We are going to leave the filter values blank in the report definition so that we are able to have a baseline from which to determine if we need to set the filter values to their default or not.

Global.asax (C♯)

public override void PreExecuteReportSet(ReportSet reportSet)
{
    base.PreExecuteReportSet(reportSet);

    //    if (reportSet.ReportName != "MyReport" || reportSet.ReportName != "MyReport2")  // You can choose to which report this overriding to be applied
    //        return;              

    foreach (Izenda.AdHoc.Filter filter in reportSet.Filters)
    {

        if (filter.Operator == OperatorTypes.BetweenTwoDates)
        {    // can choose filter as well based on its operator

            if (filter.dbColumn.Name.Equals("OrderDate"))
            {   // To be applied to "OrderDate" filter            

                if (filter.Values.GetValue(0).ToString().Equals("") && filter.Values.GetValue(1).ToString().Equals("")) //check whether the filter values are the default
                {
                    DateTime baseDate = DateTime.Today;

                    filter.Values.SetValue(baseDate.AddYears(-1), 0);    //the'Between' operator takes two parameters. the first one's indexed as 0. '-1' for a year ago

                    filter.Values.SetValue(DateTime.Today, 1);

                    //  reportSet.Filters[count].Values.SetValue("01/01/2010", 1);
                    //  reportSet.Filters[count].Values.SetValue("01/01/2016", 1);  // the date value could be a specific date 
                }
            }
        }
    }
}