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I have this report I'm working on for the president of our company. He wants to be able to open the report and see sales opportunities forcasted to close in 9-18 months on one tab, 3-6 months on another, and then 0-3 months on the final tab. I know I can use the CloseDate column for the filter but I can't figure out how to make it filter into these ranges. I know I can setup manual ranges where we populate the dates but he wants it to be automatic. Right now I have it filtered for the next 18 months on the first tab but he doesn't want anything closing in months 0-8 included in it.
I thought about creating a column where it's a DATEADD where it adds the 9 months and use that as one filter. Then use the CloseDate column to filter to the 18 months. BUT I can't use DATEADD in DirectQuery. Any other ideas? Thanks!
Solved! Go to Solution.
Figured it out!
Hi @Anonymous ,
We can use page level Relative date filtering in your reprot.
Ok, I managed to fix the date range issue.
I created a column called Phase1EndDate and Phase1StartDate. I then set the formulas to look like this:
Figured it out!
Right, except if you set up the relative date filter for in the next 18 months, you are also getting data for the next 8 months too. He wants 0-3 months on one tab, 4-8 on another, and then 9-18 on another.
So, there can't be anything in the date range of 0-8 months on the tab that is 9-18 months.
Does that make sense?
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