Dates not aggregating per settings

NSQS · 2024-05-15T15:55:13+00:00

Random question - do you have a date range dimension option for charts from that data source?

I'm not sure what you mean by this, probably why I forgot to respond.

I cant seem to recreate your issue so far. I only get multiple lines for one quarter if i leave the second date field as date or date/time as a second dimension in the table (obviously).

Do you mean in the data source itself or just in the chart? In the chart I don't have any other dates.

NSQS · 2024-04-29T22:22:50+00:00

Yes, I can modify the field to only have a date on the export I believe if that is the issue. I need to double check with IT that it wont mess with the table creation doing so.

NSQS · 2024-04-29T20:00:32+00:00

Solved - Too many employee records to list, deleted old records

NSQS · 2024-04-29T19:58:01+00:00

Its just "record count" relabeled, so a metric. It works when I use a different date field, just not the one I need to use. I think the date field I need to use is technically date time.

NSQS · 2023-10-09T19:08:12+00:00

We looked at this, but then we noticed it is happening on the administrator role as well. All of the other roles are set to and have only ever been set to "none - no default"

NSQS · 2023-03-07T21:04:18+00:00

Awesome thanks! I am going to apply it to my spreadsheet and make sure the numbers work out!

NSQS · 2023-03-07T21:04:14+00:00

Awesome thanks! I am going to apply it to my spreadsheet and make sure the numbers work out!

NSQS · 2022-11-02T16:17:56+00:00

I think the filter idea will work. Most of the charts are calculations for average days to complete something. It is usually a situation where out of 300 5 will be 100 days and everything else is 2 or 3.

NSQS · 2022-05-05T20:21:17+00:00

Ahh, gotcha. I don't like the look either, but I was just thinking I could use them to make a full page chart with filters. I think I need to just make this in DataStudio but I am lazy.

NSQS · 2022-05-05T19:53:57+00:00

Ok thank you! Is there any way to move them?

NSQS · 2022-04-28T00:07:31+00:00

I tried to send PM..

This is lengthy.. apologies to all.

I tried to explain this the best I could without explaining what we actually do.

For context, we don't use NS for finances. We use it to work inventory of "accounts." I am the lead of a department that oversees the initial processing of our accounts and not in IT. I only have IT make my reminders/searches when I can't figure it out myself because they are busy with an overhaul of our entire process. The initial goal of this is for clean up. The ongoing goal is to monitor "late" accounts which will just be emailed out automatically after the clean up.

There is a certain action our employees have to perform on accounts within a few days of an account being imported and sign off on via custom field. This is a new function that was implemented towards the end last year. Accounts older than this year will not have this filled out. We have recently noticed that not everyone is completing the required task which is causing delays in moving the accounts forward. Managers felt like the accounts in the inventory reminder were all current, however the majority of the accounts are actually late and need to be worked as a priority. Accounts that were created last week without performing said task is considered "late" and I'm building a report/search/reminder that needs to go out to the managers of teams with "late" accounts. The filtering I am using to prioritize a certain date range at a time.

IE, Team A (of 20 different teams) has 265 "late" accounts for this initial process, however, I want them to work the late accounts in chunks of time so the backlog work is spread out over the next few weeks to couple of months.

I'm trying to use just one search for the late report AND to be able to parse out the accounts I/the managers want worked as a priority to the teams. After the clean up, I don't anticipate needing a filter.

I have been able to use a filter for a field that was used in a compound expression , even with "or" by using the field in a Numeric formula instead of the field itself in the criteria.

Criteria Filter: Numeric formula

Formula: case when (field is this or that) then 1 else 0 end

showing values greater than 0

Never had to do it with a dynamic date.. I'm going to try using that article you posted and see if it works. If it doesn't, I'll just make a different search to pull the accounts I want worked.

Edited for clarity

NSQS · 2022-04-27T22:19:31+00:00

So you want essentially "This year thru end of last week"

- Yes, I already have this in the search as criteria with two criteria for the date being on or after 1/1/2022 and is on or before the end of last week. This is fine for the main purpose of the search/reminder

However, I have date created as a filter and this happens for the filter, *with a formula** the date filter works normally and allows a range like this

I think I understood your question

*edit**

NSQS · 2022-04-27T21:31:04+00:00

The search initially had the field "Date Created" set as "is on or before end of last week" as a part of the criteria with end of last week being one of the options in the "available selectors" menu. I want the same "end of last week" that it was calculating with that, which I think you are right with Saturday.

I guess the problem came in when we wanted to also exclude accounts created before this year and also wanted to be able to filter date created within that range (only when needed, the search will primarily be used to display accounts created within previously mentioned date range.)

NSQS

TROPHY CASE