Functioning of the temporality of reports - How to configure a period of analysis?

Baptiste Hottin -

When creating a report for a customer or for your site, you must determine the period you want to analyze: The last 6 months? The last 30 days? Focus on a particular date?

You will therefore configure a study period on your report.

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So, when you add data blocks (graphs, tables, etc...) it will be these dates that will be injected by default to display your data.

Note that it is quite possible to customize the period of a block.

It is therefore necessary to distinguish between the default period of the report and any customized block periods.

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To begin with, we will define some terms to help us find our way through the explanations.

Example: You want to create a report over a rolling 6-month period. It is therefore necessary to configure a default period of the report which includes 2 dates and a type of data aggregation.

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A start date (D1) and an end date (D2).

In the example above: D1 = March 2018 and D2 = Sept 2018

Here is how to configure this type of period

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As you can see on the screenshot above: The start and end dates can be fixed or relative.

For our example, we want a rolling period. Therefore, the start and end dates must always be relative to today's date.

It is important to distinguish 2 elements:

1/ At the settings of the temporality of the report, when we talk about relative dates, we must understand that it is relative to today's date.

2/ The difference with customizing teh study period of a block is that teh dates are relative to the dates chosen to configure the default period of teh report.

In our example the default period of the report is:

D1 = March 2018 and D2 = Sept 2018

In a block you will therefore choose your D1 and D2 in relation to March 2018 or Sept 2018

If you have read and understood this article in its entirety, you should therefore be a black belt of temporality.

All that remains is to have fun in your dashboards by combining various aggregations and study periods to support your analyses.

Feel free to contact us on the online support, if you have any further questions.

 

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