How to apply offset dates
- Tick Offset. You can choose to set both the start and end dates as offsets, or just one.
Enter For all period types other than 'day', enter the offset date as a number, either manually or using the arrows, and Apply. For . The timeframe will be displayed in words next to the offset field For example, if you select 'Month' as your time unit, an offset of 0 means the current month, an offset of -2 would be two months ago (as shown in the image below), and so on.
Offset date settings
Typical settings for offset dates
Example
Time unit
Start
End
Calendar Year to Date
Month
Not Offset. Choose January
Offset: 0
Financial Year to Date
Month
Not Offset. Choose start month of financial year, e.g. July
Offset: 0
Last month
Month
Offset: -1
Offset: -1
This month
Month
Offset: 0
Offset: 0
Rolling 12 months
Month
Offset: -11
Offset: 0
Today
Day
Offset: 0
Offset: 0
Yesterday
Day
Offset: -1
Offset: -1
Last 7 days
Day
Offset: -6
Offset: 0
Last three years
Year
Offset: -2
Offset: 0
Special offsets
contains two inputs:
The first input (more detail below) allows the user to choose one of the special days (via dropdown).
- First Day
- Last Day
- Match Today
- Match Yesterday
The second input requires the user to offset that special day against a month, in the usual manner.
Click off the pop-up to activate.
Offset and special dates are displayed in words. Actual dates are displayed as dates.
......
Users can now choose from four new 'month' offset options:
Save & Apply. See below for information about setting day-based date ranges.
Setting offsets for day-based date ranges
When you are defining a date range using 'Day', you can choose from Actual, Offset and Special options.
- Actual - choose the required date.
- Offset - enter or select a number of days.
- Special - choose one of four 'matches' ('First Day', 'Last Day', 'Match Today' or 'Match Yesterday') and offset that match against a chosen month.
- First Day: First day of the offset month
- Last Day: Last day of the offset month
- Match Today: Tries to match today's date in the offset month
- If today is the 13th, then will get the 13th of the offset month
- If today is the 29th, 30th or 31st and a direct match is unavailable, will get last day off the offset month
- Match Yesterday: Tries to match yesterday's date in the offset month
- If yesterday is the 12th, then will get the 12th of the offset month
- If today is the 1st, then will get last day off the month prior to the offset month
- If yesterday is the 29th or 30th and a direct match is unavailable, will get second last day of the offset month.
If the user chooses an offset or a special date, it will be displayed in words on save. This is different to existing.
If the user chooses an actual date, it will be displayed as a date on save (as per existing)
Special
Examples of offset date settings
Example | Time unit | Start | End |
|---|---|---|---|
Calendar Year to Date | Month | Not Offset. Choose January | Offset: 0 |
Financial Year to Date | Month | Not Offset. Choose start month of financial year, e.g. July | Offset: 0 |
Last month | Month | Offset: -1 | Offset: -1 |
This month | Month | Offset: 0 | Offset: 0 |
Rolling 12 months | Month | Offset: -11 | Offset: 0 |
Today | Day | Offset: 0 | Offset: 0 |
Yesterday | Day | Offset: -1 | Offset: -1 |
Last 7 days | Day | Offset: -6 | Offset: 0 |
Last three years | Year | Offset: -2 | Offset: 0 |
Examples of 'Special' date settings
Option | Examples | What is displayed |
|---|---|---|
| First Day | -3 | First day of 3 months ago |
| Last Day | 1 | Last day of next month |
| Match Today | 4, -1, -3 | Today 4 months ahead, Today last month, Today 3 months ago |
| Match Yesterday | 5, 1, -2 | Yesterday 5 months ahead, Yesterday next month, Yesterday 2 months ago |
| Match Today | 0 | Today |
| Match Yesterday | 0 | Yesterday |