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nick
nick
Contributor ⭐️⭐️⭐️
June 12, 2015

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

  • June 12, 2015
  • 8 replies
  • 87 views
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
      sumesh
      Helper ⭐️⭐️
      June 19, 2015
      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
      nick
      nickAuthor
      Contributor ⭐️⭐️⭐️
      June 22, 2015
      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?
      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      June 28, 2015
      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.

      daniel_oberes_b2e3e0
      daniel_oberes_b2e3e0
      Contributor ⭐️⭐️⭐️⭐️
      January 17, 2017
      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? 
      steve_davis
      steve_davis
      Gainsight Employee ⭐️⭐️
      January 18, 2017
      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. 
      johnpaul_dicks
      johnpaul_dicks
      Contributor ⭐️⭐️⭐️
      February 20, 2018
      Hi Steve, thanks for the note. Any update on status of this enhancement / position on roadmap?

      Best,
      JP
        johnpaul_dicks
        johnpaul_dicks
        Contributor ⭐️⭐️⭐️
        August 27, 2018
        Any update here folks?
          venky_reddy_k
          venky_reddy_k
          Helper ⭐️
          September 12, 2018
          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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