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Suggestion:Date Range (Period)

Hello every one,

I need suggeation od date range selection.

In my dashboard I have to give date range selection (period). They are

WeekToDate, MonthToDate, YearToDate, Rollin12Months, Rolling3Months, last year, LastMonth, Custom Date Range and many more. By selecting any one of above I should get related data and Display date range for the selected period. I know there are many functions I can use; I am not sure how to use custom Date Range, rolling 3 months, rolling12months for which we don't have any functions available.

For custom range selection, We have to use Calander (Slidbar), so by selecting any period calander should change display of date based on selected period. So it will display the range.

If any one has suggestions and examples to do it in easy and better way, please feel free to post.

Thank you in advance.

20 Replies
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Author

Please let me know any one has solution or better and easy way to do it.

johnw
Champion III
Champion III

I've seen this before. Probably load a table with a Period field with values like 'Rolling 12 Months' and so on. Store the start and end of the periods on the table, then intervalmatch to a calendar. Seems like it would work.

Ah, the example I'm thinking of is in Rob Wunderlich's QlikView cookbook. You can download it from robwunderlich.com.

rwunderlich
Partner Ambassador/MVP
Partner Ambassador/MVP


John Witherspoon wrote:Ah, the example I'm thinking of is in Rob Wunderlich's QlikView cookbook. You can download it from robwunderlich.com.


The referenced example is named "Assigning dates to temporal groups such as "Yesterday"."

-Rob

Not applicable
Author

Thank you all, Thank you for your reply

I will look into it.

Once agian thank you.

Not applicable
Author

That is very good example, I have sort of same logic, the only issue i have is custom date range gice selection from calnder and so the start date and enddate of the period and not ever and every date in period.

Thank you for you help, if you have any suggestion please let me know.

Not applicable
Author

Thank you for your help, but the Custom date is an issue, how to handle both together.

Please send me the pointer.

Once again thank you in advance.

johnw
Champion III
Champion III

There are lots of ways to handle a custom date range. If you MUST put 'Custom Date Range' in your list box, go ahead, but it obviously can't map to anything specific. So I would intervalmatch that value to ALL dates, so selecting it is the same as selecting nothing. But if I could get away with it, I'd wouldn't include that value, and I'd just have my users select nothing in that list box.

Regardless of what you do with the main list box, you'll need to handle the custom date range in some other way. There are lots of options. I typically just provide a hierarchy of Calendar fields - Year, Quarter and Year, Month and Year, Date. That works well if the date ranges of interest tend to be those sorts of periods. If the date ranges of interest tend to be fairly random, you might do better with a multi-value slider on the date field. And as a choice of last resort, you could have the user enter two dates, and then trigger a macro to select all dates between the two dates. I'd try to avoid that solution, though.

Not applicable
Author

Thank you John,

Periods are great, that works well but the user requirement is custom date range from date to date. That is also needed. So not sure how to incorporate both together.

I am not sure how to do this? any example if have would be great.

Once again thank you for your time and help.


John Witherspoon wrote:
If the date ranges of interest tend to be fairly random, you might do better with a multi-value slider on the date field.
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rwunderlich
Partner Ambassador/MVP
Partner Ambassador/MVP

In the Cookbook example, selections in the "Range" field link to selections in the "Date" field. If you use a slider against the Date field, won't that make the selection you want?

Can you post an example qvw with your question?

-Rob