Ability to create custom date periods

Madhurima shared this idea 1 year ago
Awaiting Reply

Hi Yellowfin,

You provided an excellent pre-defined date field filters in yellowfin. As per our requirement we need few more pre-defined data time fields like "Last 6 Calendar months", " Last 9 calendar months". Is there any method to add our customised pre-defined fields.

Comments (7)

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Hi Madhurima,


I hope all is well,


Unfortunately the only available pre-defined periods that we offer are those that you can already see. Looking into this further I can see that we have raised this idea before with the title of Ability to create custom Pre-Defined Date Ranges. Would this be of an interest to you? if so I can place some notes within this ticket to help push for this in our future build releases. Let me know what you think and I look forward to your reply.


Regards,

Mark

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This is an important requirement for all our reports. Request you to resolve this issue as early as possible with a feature build.

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Hi Madhurima,

I hope all is well and apologies for the delay in responding. I have since looked into this further and we have a number of options;


  1. Idea/Enhancement raised for "Last 6 Calendar months"
  2. Idea/Enhancement raised for "Last 9 Calendar months"
  3. Idea/Enhancement raised for the "Ability to create custom date periods" - As mentioned in my previous post.

With the above options I have gone ahead and created Ideas/Enhancements along with converting this current ticket to an Idea for the "Ability to create custom date periods"

Please see below links to these:


Despite the above steps taken I can also offer you a potential workaround;


  • Create 2 date filters on the report.
  • Have the first filter as user-entry.
  • Have the 2nd filter as 'link to filter' - 6 months
  • This report will then be a hard coded 'Last 6 months' .

0b5179561d159847200d28c09c364e0f

4bbb10edfbc19aa5d2555ed263371cab

I do want to make you aware that the only problem with this workaround is that you will have to set reports with set periods. See attached images showing this along with a report export for you to import as an example (SKI Team Data). I hope this is ok Madhurima and with this I look forward to your reply.

Regards,Mark

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Hi Mark,


Any update on this becoming available in the future? The suggested workaround doesn't help in scenarios where I want to get the exact last 3 calendar weeks or the exact last 11 calendar weeks. Since it goes back exactly 3x7 days or 11x7 days, but often you need to go back 3x7 days or 11x7 days from the start of the current week (or rather end of the last week) to get the previous full calendar weeks. The only way to do this now is with Date Functions like Week Start Date, but that means that sql can no longer use the date index and will do a full table scan, with large data sets this means a several minute load time for just a few weeks worth of data.


The other solution that would solve this issue would be allowing the user to define something else besides the "Current Date" in the dynamic date selection, like last week end, current week start, last month end, last month start, same with quarters, years etc.


Best,


Hans

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Hi Hans,

I hope all is well and apologies for the delay in responding. I have looked at the status of this ticket in JIRA and so far as of yet we have no movement. With this I have placed some notes to say that you have questioned where we stand with this. Hopefully our dev team can take action on this as I understand the need to have such an option.

Apologies for not bringing good news. If you have any issues with this then please do not hesitate to inform me of this as I will happily assist where I can.

Regards,

Mark

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Hey Mark,


I have been following this topic occasionally and would like to +1 this idea. It would really enhance the user experience for some of our clients report builders. Hope that this helps increase the priority.

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Hi Bram,

I hope all is well,

I have made your comments heard within JIRA. Hopefully this will help push to be looked at by our dev team.

If you need to question this any further please do not hesitate any further.

Regards,

Mark