Fixed to Flex Date selection

Prospero
Prospero Member
edited March 2023 in Scheduled Reports

Hiya, does anyone out there know best practice (if possible?) to set more dynamic date ranges?

Say I want to display “campaign to date” e.g. launch was on 2/4/2023 and I want my dashboard/cards to display data from that fixed point through [today] (variable) — how is this achieved?

The only options I can see are either fixed - fixed, meaning the user would have to constantly update the date ranges, or defaults like last month, last quarter, year to date, etc.

Thanks in advance for any advice.

Tagged:

Answers

  • ArborRose
    ArborRose Coach

    You can create a custom calculated field based on programmed condition. The field could handle the conditional by adding or subtracting from the current date. Such as CASE WHEN campaign_to_date > 2/4/2023 and campaign_to_date < current_date() THEN 1 ELSE 0 END.

    Then use that as a filter to display when calculated field = 1.

    ** Was this post helpful? Click Agree or Like below. **
    ** Did this solve your problem? Accept it as a solution! **

Categories