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Message #05147
Re: Relative Periods in Pivot Tables & reports
Hi - I like the flexibility of the original idea by Maheed - "last X
months". In the projects that I'm involved, I always get a request for last
6 months... perhaps weeks, months and quarters could have a drop down from
1 to 24... You may be save some space on the screen.
On the same topic, I recently wrote about the need for 'This Week / Month/
Quarter'- we need an option to include the current period. After all, we
already have 'This Year'.
Last, beside 'This Year', there is also the need of YTD (year to date).
This is useful for Data Elements that store target information, entered in
advanced. They are used as denominators on indicators, and sometime we need
to calculate up to the current week/month/ quarter. Example: I have target
info for Jan-Dec. "YTD" should used the info up-to Aug; "This year" should
continue using up to Dec.
In terms of scheduling, a drastic change like a drop down with values for
the number of previous month/weeks/quarters that you may want to include,
may have to wait until 2.17. But I will really appreciate if "This
Month/Week/Quarter" makes it to the 2.16
Regards,
Rodolfo
*Rodolfo Meliá*
*Principal | *rmelia@xxxxxxxxxxxx
Skype: rod.melia | +44 777 576 4090 | +1 708 872 7636
www.knowming.com
On Fri, Aug 29, 2014 at 5:03 PM, Lars Helge Øverland <larshelge@xxxxxxxxx>
wrote:
>
> Hi Maheed,
>
> yes I think we can improve on this.
>
> A minor note, if you want data dynamically starting at month x, then is a
> relative period option "last x months" what you need to keep it dynamic?
> Wouldn't it rather be "months since x" ?
>
> What if we simply made a new relative period "last 24 months", would that
> be good enough?
>
> best regards,
>
> Lars
>
>
>
>
>
> On Fri, Aug 29, 2014 at 1:38 PM, Maheed Ramadan <maheed.ramadan@xxxxxx>
> wrote:
>
>> Dear All,
>>
>>
>>
>> As I see in pivot tables and almost all reporting modules that if we need
>> to use relative periods, the maximum months we can view backwards is 12
>> Months (relative to the reporting period).
>>
>>
>>
>> I have a requirement that I need to show monthly data for more than 12
>> months backwards. For example, I need to dynamically show data starting at
>> month X year Y up till the current reporting month. Is there a possibility
>> that we can have an option like “Last X months” and specify the value of
>> X.?
>>
>>
>>
>> I think this is very important feature to have because it allows us to
>> show relative data that spans more than 12 month of time in a single report.
>>
>> At our organization, we have data based on projects spanning more than a
>> year, so if we want to show an indicator history over the time of the
>> project, we need to show the data from the start of the project up till
>> current month.
>>
>>
>>
>> Awaiting your feedback.
>>
>>
>>
>> Thank you
>>
>>
>>
>> Maheed.
>>
>>
>>
>
>
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