Copy of Offset dates

What would I use an offset date for?

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How to apply offset dates

1. Tick Offset. You can choose to set both the start and end dates as offsets, or just one.

2. For all period types other than 'day', enter the offset date as a number, either manually or using the arrows. 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. Save & Apply. See below for information about setting day-based date ranges.
   
   
   

Offset options 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. 
  
  
  
  QU: not sure if these points below are necessary, or suitable for customer doc?
  
  • 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, you will get the 13th of the offset month.
    • If today is the 29th, 30th or 31st and a direct match is unavailable, you 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, you will get the 12th of the offset month.
  • If today is the 1st, you will get the last day of the month prior to the offset month.
  • If yesterday is the 29th or 30th and a direct match is unavailable, you will get second last day of the offset month.

When do I choose a special date over an offset date?

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Examples of offset date settings

Examples of 'Special' date settings