In SAP Analytics Cloud I am staring with a simple table, which just shows the measure value (Order Volume) per Year and Month.
Pre-Defined Date Periods for Filtering
In the past, if you wanted to setup filtering for scenarios, such as Current Month and Previous Month or Current Quarter and Previous Quarter you always had to go through multiple steps to define the filter values for the Current Period and your choice of the second period.
Now (as part of Wave 11), there are several predefined filters in SAP Analytics Cloud for the date based filtering.
In our given example I open the option to create a Story Filter and not only can I choose a dimension or a measure to define filter values, I am also offered several predefined Time Filters, such as the option to filter Current and Previous Quarter with a single click.
The system recognized that my data set does have a Date dimension and therefore I am offered this new capability to quickly filter on a set of periods.
for our example I am using the option to filter the data for the Current and Previous quarter.
Because it is July 03, 2019 and my data only goes until June 2019, I am shown the data for the Previous Quarter – April to June 2019.
Custom Date as Today
In case I would like to now go back in time and perhaps see the first and second quarter of 2019, I could remove my current filter (which uses the system date as indicator) or I use the new option to specify a customer today for my story.
I open the definition of my Story Filter and can recognize the two filter ranges for Q2 and Q3 2019.
We also have the option to create an Input Control for the Current Date.
For our example, we use the option create a Current Data Input Control and we configure the granularity for the Input Control to be on Month level.
As soon as we confirm this, we also have the option (in addition to our existing Story Filter) to set a custom month as our Current Month for the Story.
The Control allows us to either use a custom month or to enable the current date again.
Using an Offset
So for now we have been able to use a set of pre-defined filter values, and we used the ability to provide the end-user the option to set a custom “today”. One very frequently asked question also is the ability to define an offset for date based filter. A typical example would be to see the value for June 2019 and for June 2019 – using an offset of 12 months.
With wave 11 of SAP Analytics Cloud, this is also possible now.
Going back to our existing Story Filter…
… we can use the option to have the filter dynamic and use the Input control (named Current Date) that we configured before. The first range we have is the current month.
With the new option, we can now also define an Offset. So instead of using a Standard Range we set the Range Type to Offset with Month as Granularity.
In the second row we can then define the Offset direction and for our example we go back 1 year, which then results in the data for June 2019 and June 2018.
Not only can you now use a list of predefined date / time filter, which allow you to quickly focus on the date / time ranges that you require, you also can define now a customer “Today” and you have the ability to define your own Offset – all in all providing you with great flexibility for data / time based filtering in SAP Analytics Cloud.