Date ignoring and filtering

fhana — Mon, 30 Jun 2025 11:47:00 GMT

Hi, I have a case where I have one table with two dates and I'm using one of them in the sheet and i want to use the other in the set expresion based on the first one but also ignoring the first one 🙂

Table fields
Close date
SAL date
amount
user

in the first chart i have dimension set to SAL date year quarter and measure sum of amount
in the second chart, i have a dimension of user and a measure were close date should be equal to what is selected in sal date but the sal date for this measure should be anything

when i specify closed date explicitly the results are ok

Sum({
<
bdr_sourced__name-={'Unknown'},
StageName={'Closed Won'},
CloseDate={">=01-01-2025<04-01-2025"},
[SAL_Review_Date__c.autoCalendar.YearQuarter] =
>
} New_Expansion_ACV__c)

when i try to experiment with the dates it not returning the same results i tried this and few other approaches but it's not working
Sum({
< bdr_sourced__name-={'Unknown'},
[CloseDate.autoCalendar.YearQuarter] = P([SAL_Review_Date__c.autoCalendar.YearQuarter])
[SAL_Review_Date__c.autoCalendar.YearQuarter] =
>
} New_Expansion_ACV__c)

is there a way to achieve this ?

Re: Date ignoring and filtering

CHRIS_Singa — Mon, 30 Jun 2025 11:54:54 GMT

To ignore the filter inside the set analysis, you can use this strategy :

Ex: Sum({<Month=,Year=}>}Sales)

By writing this set analysis, I ignore the filter (Month and Year) for this result.

Re: Date ignoring and filtering

fhana — Tue, 15 Jul 2025 07:31:16 GMT

Hey, thanks for your reply, but this isn't solving the problem. I have this in my script already.
I solved it with a workaround, I had to add an additional filter for closed date that works only for this chart

topic Re: Date ignoring and filtering in App Development

Date ignoring and filtering

Re: Date ignoring and filtering

Re: Date ignoring and filtering