Date Control

The KPI data input periods are predefined and you can choose from one of the existing periods when creating the KPI. Besides, you can also create custom time periods and add those to the list.

In this section we will discuss the following:

  1. Common date periods
  2. Using the calendar
  3. Custom date periods
  4. Rolling period

1. Common date periods

The 4 common time ranges for data input periods are the following:

  • Today
  • Yesterday
  • Week to date
  • Month to date

2. Using the calendar

The calendar control will allow you to choose either a specific date or a period. Here is what you can do to select a
specific date:

  1. Click the Calendar icon, and when the calendar opens, find the date you need;
  2. Once you find the date, you should click that specific date and then click the Apply date range;
  3. If you need to select a time range between two different dates, choose the start and end date from the top and bottom calendars;
  4. As soon as you select your end date the whole period will highlight;
  5. Now, it’s left to click the Apply date range button to set the date.

3. Custom date periods

Here you have 3 different preset periods to choose from:

  • Present - All frequencies up to and including the one you are in.
  • Previous - All frequencies of the period not including the one you are in, for example, the previous 5 weeks don’t include the current week.
  • To date - Only the frequencies included in the selected period. For example, month to date only includes data for this month up to today.

If you want to have a custom time period here is what you’ll have to do:

  1. Type in the number of periods you want to have in your date range;
  2. From the drop-down menu select either days, weeks, months, quarters or years;
  3. Now you will see the date range in the calendar;
  4. Click the Apply date range button to save the range.

4. Rolling period

Each time range you select is set to Rolling by default. This means that every day the start and end dates of that time
range are going to change. The duration you’ve set for that time range and the interval between the time range and the
current date are going to remain the same.

For example, if you’ve set the dates from 1 Jan to 10 Jan and today is 12 Jan the chart will display data from 1 Jan to 10
Jan. The next day the chart on your dashboard will display data from 2 Jan to 11 Jan and so on.
If you choose to select No for the Rolling period, you will have set a static date range. The dates won’t change and as the
time goes by the chart will still show the data from 1 Jan to 10 Jan.


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