Additional Options for Pre-Defined Date Filter Values

Just to update everyone following this enhancement, while there are no current updates on its progress, there are workarounds, such as using a combination of filters to achieve the same effect, such as:

Start date greater than equal to <LAST CALENDAR YEAR>

and

start date less than equal to <TODAY>

Hi Lily,

I hope all is well,

Further to the logging on this Enhancement (originally by Reut), I want to question whether or not the workaround that Chris provided is enough to use as a solution for this ticket logged;

If you could let me know that would be great. I look forward to your reply.

Regards,

Mark

Mark... I do not want to speak for Lily, but I do not believe this is a cure all for many missing options. Though the workaround does work for some cases, it does not even work for the two that were originally mentioned (see below).

Thanks,

Zack

Here's a workaround I've used for Last Calendar Year to Date. I use a combination of "not between" logic with "This calendar YTD" and a linked filter that is offset by a year with "between" logic (see below). Hopefully, this can be helpful in the short-term.

Last Calendar YTD:

I tested the same logic for Last Year's MTD, and it seems to work in my data set.

Thank you

Hi Zack, Ben, Lily,

Thank you for the updates/input, going forward as this is yet to be implemented within YF, would the workaround provided by Ben be of an option to you Lily?

Regards,

Mark

Hi Lily,

I just want to touch base to question whether or not the possible solution mentioned by Ben would be of a good option for you? If you can let me know that would be great. Maybe we could then get this idea marked as completed and continue to move forward with the solution provided?

(Thank you for your input Ben/Zack)

I look forward to your reply.

Regards,

Mark

Mark... It is simply a workaround (not a solution). This will work for when I want to have predetermined ranges. However, this will not work when I want to give the user multiple ways to filter the date range (which, in my opinion, is the main idea behind "Pre-Defined Date Filter Values"). So, yes.. this is a nice workaround. But, I would not call this a solution.

Thanks,

Zack

This is OK, Thank you.

Hi Zack/Lily,

Thank you for your input on this... Zack great info there as to why you require the option of this Enhancement. I will add some notes to the ticket that we have with the development team to try and get this moving.

Thank you again.

Regards,

Mark

Mark,

Any update on this? Or, is this still dead in the water?

Thanks,

Zack

Hi Zack,

No updates so far, but I can see that a few clients have brought it up since.

I actually have a meeting coming up today with the project management team, so I'll bring it up then and see if we can get it evaluated and an answer for you.

Kind regards,

Chris

Hi Zack,

Just to update you following the meeting, this has been handed off for a feasibility investigation, so it's moving!

I'll continue to provide new information as it comes to me.

Kind regards,

Chris

Hello Zack,

We are pleased to inform you that the feature you requested in this ticket added additional predefined date periods - "Last Calendar Year to Date" and "Last Year's MTD" has been included in our latest 9.12 version. You can access the release notes and downloads by visiting https://portal.yellowfinbi.com/public/releases/home. We will now mark this ticket as "Completed". Please reach out to us if you need any additional assistance; we would be happy to assist you.

Thank you,

Nishant Garg

Yellowfin Support Team