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Thursday, December 11, 2014

Salesforce: Report Time Frame

In Salesforce, when we run a report, there is a Time Frame option predefined and available for us to use, see below list. But it will not have ALL date range as we want.


Fiscal Year
• Current FY
• Previous FY
• Previous 2 FY
• 2 FY Ago
• Next FY
• Current and Previous FY
• Current and Previous 2 FY
• Current and Next FY

Fiscal Quarter
• Current FQ
• Current and Next FQ
• Current and Previous FQ
• Next FQ
• Previous FQ
• Current and Next 3 FQ

Calendar Year
• Current CY
• Previous CY
• Previous 2 CY
• 2 CY Ago
• Next CY
• Current and Previous CY
• Current and Previous 2 CY
• Current and Next CY

Calendar Quarter
• Current CQ
• Current and Next CQ
• Current and Previous CQ
• Next CQ
• Previous CQ
• Current and Next 3 CQ

Calendar Month
• Last Month
• This Month
• Next Month
• Current and Previous Month
• Current and Next Month

Calendar Week
• Last Week
• This Week
• Next Week

Day
• Yesterday
• Today
• Tomorrow
• Last 7 Days
• Last 30 Days
• Last 60 Days
• Last 90 Days
• Last 120 Days
• Next 7 Days
• Next 30 Days
• Next 60 Days
• Next 90 Days
• Next 120 Days

When you implement Custom Fiscal Year, you will get additional option:
Fiscal Period
• Last FP
• This FP
• Next FP
• Current and Previous FP
• Current and Next FP

Fiscal Week
• Last FW
• This FW
• Next FW


Use Case 1: get all opportunities with Close Date = Last 3 months, example: now = 11 Dec 2014.
So, we would like to show all opportunities close date from 1 Sep 2014 – 30 Nov 2014.
With above available Time Frame option, we do not have option to filter by Last 3 Months.

Solution:
In the Time Frame, leave it Custom and set both From and To = blank
Add a filter Close Date equals LAST 3 MONTHS
See this blog for sample of using Relative Date Value


Use Case 2: get all opportunities with Close Date = Year-to-date (YTD), as of Wikipedia, YTD = Year-to-date is a period, starting from the beginning of the current year, and continuing up to the present day.  
With above available Time Frame option, we do not have option to filter by YTD.

Solution:
In the Time Frame, leave it Custom and set both From and To = blank
Add a custom formula field in Opportunity with return type = Chekcbox, applied this formula YEAR(Today()) = YEAR(CloseDate) && Today() >= CloseDate
Example the field name is YTD, use this field as report filter YTD equals True



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