Custom predefined date periods for filters

Dillon Hoefener shared this idea 3 years ago
Completed

Is it possible to customize the list of predefined date periods available for the user to select when selecting from a list? We have a large dataset being used and would like to restrict the available options to only a few (ex: only show - last 3 days, last 7 days, last 4 weeks).

Also, is it possible to add a custom date period to this list? If so, can you please point me toward documentation on this? I haven't been able to find anything in the wiki/community.

Thanks

Replies (9)

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Hi Dillon,

Thanks for reaching out to support with your question. Can you check this Idea post out and let me know if this accurately frame what you're looking for? If so, we do indeed have a dev task that aims to allow customization of these predefined date periods. You can "like and subscribe" to this Idea post for additional visibility and updates in that case.

https://community.yellowfinbi.com/topic/additional-options-for-pre-defined-date-filter-values


Thanks,

Eric

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Hi Eric,

Looks like that post covers the request to add custom predefined date filters, but does not cover my first question.

There are many options for the LOV for pre-defined date periods that are exposed to the user if I set the filter up as a user prompt with predefined dates. Is it possible currently to just narrow the list of options to a few specific ones? See screenshot, but I only want to display 3 of these options to the user.

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Hi Dillon,

So it sounds like the solution here would be to have an option in the application to remove or add pre-defined date period filter values? Per report?


The "predefined periods list" is hard-coded into the application currently; there's no way to adjust these listings at this time unfortunately. That's what the developer task aims to achieve though. I can update the task to your specific scenario of the ability to remove filters, whether individually or in bulk (like by client org or group), depending on your requirements. Does that sound like the right way forward here?

Thanks,

Eric

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Hi Eric,

That does sound like what I'm after.

Thanks

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Hi DIllon,

Thanks for confirming that for me. I've gone ahead and added your organization as an affected client to the task. Updates will be provided here as they are available. I'll mark this ticket as Idea Logged for now. Feel welcome to reply here with any related inquiries.

Thanks,

Eric

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Hi Dillon,

Good news, devs have come up with a solution for this -

"Added ability to add Additional Options for Pre-Defined Date Filter Values via pluginization of yellowfin app"

This feature is set to be included in upcoming 9.12 release, I'll update once more when this build is available.

Thanks,
Eric

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Hi,

Did the feature made it to 9.12 - we need it also, thanks
Itamar

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Hi Itamar,

Thats correct, this fix was included in 9.12 -

Added additional predefined date periods - "Last Calendar Year to Date" and "Last Year's MTD". 

you can find release notes and download links here-


https://portal.yellowfinbi.com/public/releases/home

Sorry I missed this update, I've marked this as Completed at this time.


Thanks,

Eric

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Eric,

I am not sure this is the main fix for this Idea... From what I understand from the ticket, they wanted to customize the list, choosing for each user. The second part is also different, asking for the ability to add custom values.


Thanks,

Zack

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Hi, 

In the answer you gave, 

there will be ability to add additionional options 

If it is not the case can you please add 

last 30 days

last 60 days

last 90 days

Also, How can we translate those in a multi language setup ? 

thanks 

a0c732dfd5411e169089fd36c117dc9f

  


Steinberg Itamar - CEO


054-4554747


itamar@inflow.co.il 


http://www.Inflow.co.il

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Hi Itamar,

We will have this fix available in 9.13 via this updated dev task -

Created a new plugin interface, allowing users to create their own Custom Date Period


This is currently set to be included in 9.13, you can follow this related ticket for updates -

https://community.yellowfinbi.com/topic/date-field-filter

you can also inquire about the translations via this support thread.

Thanks,
Eric

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Thanks :) Nice to know.

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