Dynamic Time Selections

Mallory Lindsey
Mallory Lindsey Customer
Second Anniversary First Comment
edited October 2020 in Platform
What is the most efficient way to make a selection based on a custom time range? For example, I want to see data from the last 90 days, or the last 6 periods. 

Thanks!

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Mallory Lindsey
Business Reporting Analyst
Pepsi Bottling Ventures
United States
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Tagged:

Answers

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    500 Comments 250 Likes Fourth Anniversary 25 Answers
    edited November 2020
    Hi @Mallory Lindsey,

    please have a look at our "Tips & Tricks Tuesdays" where this was covered in a webinar:

    image
    Kind Regards,
    Helmut


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    Helmut Heimann
    Senior Consultant
    Board Community
    Germany
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  • Mallory Lindsey
    Mallory Lindsey Customer
    Second Anniversary First Comment
    edited November 2020
    Hi @Helmut Heimann,

    Unfortunately, this is not what I'm looking for.
    The example I provided was for a user to have the ability to select "Last 60 days" or "Last 45 days" based on either the current date or a manually selected date. To clarify, selecting November 1st, 2020- last 45 days would display data between Sept. 18th, 2020 thru Nov. 1st, 2020.

    It is not feasible to suggest to members of our field sales team to modify layouts, select different time parameter settings, etc.
    This function should exist as a part of the screen selection.

    Thanks.

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    Mallory Lindsey
    Business Reporting Analyst
    Pepsi Bottling Ventures
    United States
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  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    500 Comments 250 Likes Fourth Anniversary 25 Answers
    edited November 2020
    Hi @Mallory Lindsey,

    ok, understood. If you copy&paste "how-to-select-the-last-10-days" in the search box, you'll get a link to this post from my colleague @Felix Csanady

    image


    This will help you start. The additions made by @Daniele Di Lorenzo might help to get deeper into the subject.
    If you still face any challenges, I'm happy to help out.

    Regards,
    Helmut

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    Helmut Heimann
    Senior Consultant
    Board Community
    Germany
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