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msapre
Contributor II
Contributor II

How to set all date-related questions to point to one variable?

So I have 2 date variables in my dataset (date, and date2). Whenever I ask a date-related question (ex: what is the total sum of sales in Jan 2025), I want insight advisor to use the date2 variable. The original date variable is not the correct one, I use it for different visualizations but insight advisor just automatically points to date instead of date2 when I ask any date-related question. How do I fix this?

 

 

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savioricardog
Contributor III
Contributor III

Hi @msapre, try creating a calendar group In Logic Model → Fields and Groups. Only using the "date2" field on it. 
This will probably solve your problem.InsightAdvisor_Date2.gif 

 

( If you need to use another date field in a different analysis, you'll need to create a "Relationship preference" using "date2 - sales" )

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2 Replies
savioricardog
Contributor III
Contributor III

Hi @msapre, try creating a calendar group In Logic Model → Fields and Groups. Only using the "date2" field on it. 
This will probably solve your problem.InsightAdvisor_Date2.gif 

 

( If you need to use another date field in a different analysis, you'll need to create a "Relationship preference" using "date2 - sales" )

msapre
Contributor II
Contributor II
Author

Thank you! This worked.