How to get future dates in reports

Gopi Krishna1
Tera Contributor

‎08-22-2023 11:03 PM

Hi All,

 

I have requirement to get future date by using group by in reports Bar type.

For example a record having customized field called Warranty expiry(Date field) which is holding expiration date of respective record. So using reports (Bar type) and group by warranty expiry I need to get future expired records as of now I am able to fetch past/expired records.

For example one record expired date is 10-08-2023 and another is 31-08-2023. I am able to fetch expired record(10-08-2023) as expired more than 1 week before. Like wise I need to fetch 31-08-2023 as expiring in next week like that.

FYI,

GopiKrishna1_0-1692770479274.png

 

Note: As per OOB limitation, warranty expired field is date type field so I m not able to do group by so is there any other work around? Like using Performance Analytics.

 

Please help me here.

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SoniaShridhar13
Giga Guru

‎08-23-2023 01:06 AM

@Gopi Krishna1  Hi! 

MAke sure the report is set to follow and that the dashboard breakdown is set to act as the appropriate interactive filter and it should work.

If you can get by with a report instead of PA, use a report.

Your indicator source will be normal (planned on today or something similar), your job is where you make this happen.  Set the relative end to a negative number.

-3 months would look forward 3 months from now.  Just be sure to recollect this frequently (daily) since that will reflect changing plans.  Every time you recollect, you'll be getting the latest plans.  If you are looking to benchmark (e.g., hours planned next quarter), it gets a little more complicated with the source since you are not collecting in the future but collecting today looking at the current plan for the future).

 

Please mark it helpful if it helps...

 

Thanks,

Sonia

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