Update reports to latest date automatically

Noel shared this question 9 months ago
Answered

Hello,

I have a set of dashboards for which the data is each business day. I'd like for the reports to update to the most recent data on loading but I don't seem able to achieve this.

I cannot use yesterday as the data is not updated on the weekends.

I know I can use max date, but that converts the filter into a dropdown, instead of a date picker -which is a date picker.

Any ideas?

Comments (5)

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Hi Noel,


Thanks for your question.


Firstly, you are using a very dated version of Yellowfin that is no longer supported. If possible, I suggest looking into upgrading, so that you can experience some of the newer features of Yellowfin as well as ironed out defects that you might be experiencing in the version you are on. I would suggest reading through this article for best practices before making the decision to upgrade.


You have two options here, you are able to set a Pre-defined Date period such as 'Last 24 Hours' or 'Yesterday', where you can set that to be the default filter for a Report and therefore a Dashboard.


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You should also be able to set a Dynamic Date filter in your Report that sets the default Date based on relative time for the Report, and again for the Dashboard.


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Let me know if either of these options suits your need.


Kind regards,

Simon

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Hi Simon,

Thanks for the reply, however, neither option works for me.

As mentioned, the data is only updated on business days, so on a Monday or after a Public holiday, the reports will be empty because there is no data for the last 24 hours/yesterday. Basically, what I need is the max date on a date picker filter - if that makes sense

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Hi Noel,


Thanks for clarifying. Unfortunately, Max Date would be your only option here for the use case that you are explaining.


There are existing Idea posts that you may wish to engage with, regarding custom date periods. For example, this post requests the ability for custom date periods, which might be what you are looking for (For example a 'Last Business Day' time period). By upvoting, it shows engagement with the Idea and is more likely to be addressed by Developers. It should be noted that any improvements will only be experienced in current releases of Yellowfin.


Let me know if there are any further questions on this topic that I can help with.


Kind regards,

Simon

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Thanks Simon,

That post is three years old, and not yet implemented, so the reality is that is not going to be done.

I have seen what look like reasonable requests for Yellowfin to add that haven't been done in 7 years, so I'm going to assume that this is not going to be done either.

All good.

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Hi Noel,


Unfortunately, that's the nature of Enhancement Requests! In saying that, not all Enhancement Requests are logged retrospectively from that far back and there's a good chance that the feature has already been included in a current release of Yellowfin if it was a reasonable and natural progression of the software. I would encourage you to have a look at version 9!


For now, I will mark this question as closed, however, please don't hesitate to reach out if you have any further questions.


Kind regards,

Simon