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The Offset date option allows you to set a date (or date range) based on today's date, so that the data continues to update. Instead of a fixed date such as 'Start: January 2014' or 'End: March 2014' you can define a dynamic range such as 'year to date' or 'Last month'.

When offset dates are available

Offset dates are available when saving* a custom period or defining a measure. You will be presented with a slightly different window depending what you are doing, but the concept is the same.

(*But not when setting a custom period - see  /wiki/spaces/userdoc/pages/589993). 

Error rendering macro 'excerpt-include' : User 'null' does not have permission to view the page 'Set a custom period'.

 


How to apply offset dates

  1. Tick Offset date. You can choose to set both the start and end dates as offsets, or just one.
  2. Enter the offset date as a number, either manually or using the up and down arrows, and Apply. For example, if you select 'Month' as your time unit, an offset of 0 means the current month, an offset of -1 would be last month, +1 would be next month, 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

 

 


 

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