What is the best way to build a dynamic timeframe? what I am looking to do is build pre set time periods based on a month/year coming from the data set. Ideally, I would like to build a 3 month/6 month 12 month time period. Rather than a user see in a filter drop down:
Where they could go and pick as many months at a time, I would rather them see:
Rolling 3 Months
Rolling 6 Months
Rolling 12 Months
Rolling 3 Months = DEC, NOV, OCT
Rolling 6 Months = DEC, NOV, OCT, SEP, AUG, JUL
Rolling 12 Months = Complete Data Set
What I would like is to be able to have a number of KPIs/charts on a sheet that if the filter box was "binned" accordingly would then respond to this bin. I would like to avoid having to add any sort of reference to time periods to each KPI.
lets say we have a "period" field where the value are 'Rolling 3 Months','Rolling 6 Months', 'Rolling 12 Months'
user can select any one of them or nothing at all
expression will be something like
pick(match(getfieldselections(period),'Rolling 3 Months','Rolling 6 Months', 'Rolling 12 Months')+1,expression for current month,expression for rolling 3 month ,expression for rolling 6months, expression for rolling 12 months)
use this expression where you want rolling month. Where ever you don't want to see rolling sum just use the normal expression for current period. i hope i am clear and this is what your requirement is.
ps: expression can contain typo error as typed directly in the reply. expression can be written in pick match as well as if-else
i understood your requirement still i would ask you to describe use case 2 a bit more. IF you could add a sample with just the required field if the data is sensitive and how you want to get it in the UI it would be a plus.