asked on April 4, 2024
Hi, we are trying to create a dashboard where you summarize sales for example in a few different manners, and we want the user to not have to select the date ranges by defaulting in the current month.
For example, we have reports that are ytd reports for sales - Jan-April. But when the user comes in and it is May, we want the report to be Jan-May selection automatically.
Within the same pivot grid, the user can also select a 3 year period of month over month comparison, where the end date of the selection records is the current month, but they want three years trailing rolling.
We are wondering if there is a best practice on the backend for managing the rolling feature where sometimes the end date is Jan, rolling into future months as time goes on, with prior ytd comparison (Jan prior year through current month last year (April)), while the same grid could also support three year monthly with trailing 3 years for example. We could not locate any documentation with recommended approaches. Thoughts?
⋅ April 8, 2024
Hello, John!
Thank you for reaching out to us.
Flexmonster provides a wide range of date formatting features. Flexmonster handles these settings on the client side. Hence, the only backend requirement would be providing the dates that match the supported input formats listed in our documentation: https://www.flexmonster.com/doc/date-and-time-formatting/#input-date-format
There are three main approaches for processing dates in Flexmonster:
"date"."year/month/date", "year/quarter/month/date"."date string", "datetime".The date type for a specific date field should be defined via mapping. See the following section of our date formatting documentation for a more detailed description of each date type: https://www.flexmonster.com/doc/date-and-time-formatting/#type-for-specific-date
Implementing the reports you described would differ depending on which date type you would use. For every approach you choose, we recommend configuring the slice via the the Field List to arrange the fields in the desired order. After this, apply the filters to ensure that only the dates required for the report are displayed. For more information about filters available in Flexmonster, please refer to this page: https://www.flexmonster.com/doc/overview-filtering/
We are looking forward to hearing your feedback. Please let us know if any questions about implementing YTD or month-by-month reports arise.
Best Regards,
Maksym