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nick
Contributor ⭐️⭐️⭐️
Jun 12, 2015 3:58 PM UTC

Allow "group by" week/month/quarter/year to work for future dates

Currently if you have dates that are in the future and you select "group by" month/quarter/year, etc., it doesn't show future dates regardless of chart type. If you want to show future dates, you cannot group the dates.

    8 replies

    sumesh
    Helper ⭐️⭐️
    Jun 19, 2015 2:04 PM UTC
    Nick,

    When you group by month/quarter/year without a date filter, we display data for current + previous 12 months by default. If you explicitly apply a filter that includes future dates, you should be able to report on data in the future dates 

    Please let me know if this doesn't solve the issue.

    Thanks,
    Sumesh
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    nick
    nickAuthor
    Contributor ⭐️⭐️⭐️
    Jun 22, 2015 6:42 PM UTC
    It doesn't solve it unfortunately. That's the behavior you would expect, but after you group by month/quarter/year it shows no future dates. Perhaps this is a bug?
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    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    Jun 28, 2015 11:24 AM UTC
    It worked when I used the "between" filter and explicitly mentioned a future date.



     Doesn't return all future dates with a simple "greater than" filter.

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    daniel_oberes_b2e3e0
    Contributor ⭐️⭐️⭐️⭐️
    Jan 17, 2017 5:46 PM UTC
    I've been able to manage by adding date filters per Manu's note. I consider this a workaround. Is there a fix or better documentation so we can understand the limitations here? 
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    steve_davis
    Gainsight Employee ⭐️⭐️
    Jan 18, 2017 5:54 PM UTC
    Just to clarify: This is being classified as an enhancement request by our team. In order to allow for this we will need to make a code change. We are looking to add this to the roadmap at some point. Product will comment with an ETA once we have identified a release to resolve this issue. 
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    johnpaul_dicks
    Contributor ⭐️⭐️⭐️
    Feb 20, 2018 5:46 PM UTC
    Hi Steve, thanks for the note. Any update on status of this enhancement / position on roadmap?

    Best,
    JP
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    johnpaul_dicks
    Contributor ⭐️⭐️⭐️
    Aug 27, 2018 4:17 PM UTC
    Any update here folks?
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    venky_reddy_k
    Helper ⭐️
    Sep 12, 2018 9:29 AM UTC
    Hi John,

    Including future dates in monthly summarization is already the case in case of reports built on MDA  data. For SFDC we implemented the current behavior (current + previous 12 months for monthly summarization and 12 weeks for weekly summarization etc) due to the technical constraints on SFDC side. We will revisit the constraints and check the possibility of extending the behavior in MDA to SFDC data. We will need a weeks time to revisit and evaluate all the options again. We will get back to you with a definite answer after that.

    Thanks
    Venky
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