Date Range Variables

Owned by Joss Herrmann
Last updated: Mar 21, 2017 by Deborah Pender (Unlicensed)
2 min read

Date Range Variables always have a start and end date. This can be a rolling date, calculated when the dashboard is loading, or a fixed date.
The type of period is selected by the range field.

Custom Date:

To set a fixed custom period select "Custom" and enter the dates by using the date picker.


Rolling Dates:

The far most used type of period used on financial dashboards are rolling dates. They are calculated relative from the current date and described as e.g. "-1 Financial Years from now".

There are lots of predefined ranges in the "Ranges" drop-down, but the most flexible is the "Fiscal date" or "Calendar Date".

This tutorial video shows how to create a report with the different date ranges: Custom Date and Rolling Date.



Input fields:

  • '-': specify how many years/quarters (Fiscal Date) or days, weeks, months, years (Calendar Date) you want to go back from the current date/period
  • years/quarters/months/weeks/days: the type of period, selection depends on calendar or fiscal date.

  • Length of Period: How long should the period be (years/quarters)

  • Offset: Only available on days. number of day from witch the period starts from