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C4C Designed relative selections invisible in analysis reports

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790

Hello Experts

I tried to create a new relative selection from Administrator -> Common Task->Create and Edit Relative Selections, here is the capture of my definition

In the standard report, e.g. Analysis -> Reports ->Tickets by week, on the selection Created on, my relative selecion was not inside. How to make it visilbe for selection.

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Answers (1)

Answers (1)

former_member497128
Active Participant

Dear mqian,

Relative selection will appear for fields of same data type. Relative selections are automatically added depending on the type of the field.

In your case, you have created relative selection of type "Month/Calendar Year", so this relative selection will appear for fields which has values in the format of month/calendar year (for example: this relative selection should be available for field "Month/Calendar Year" in data source "Ticket")

Please check the same and let us know if there are any further concerns.

Regards,
Saurav Kumar

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Dear Saurav

Thanks for the explanation. In the data source "Ticket", field "Month/Calendar Year" is for which date?

Besides, I'd like to define a custom field on ticket to apply for Month/Calender Year selection in data source, but the date type can only be Date or DateTime.

Thank you.

Best regards,

Merry Qian

former_member497128
Active Participant
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Dear mqian,

Q: In the data source "Ticket", field "Month/Calendar Year" is for which date?
Reply: What do you mean by for which date ? it depends on how you create the relative selection.

For example: you create a relative select (dynamic) which is supposed to fetch last 2 months data with name "Last 2 Months" with data type as "Month/Calendar Year" in data source "Ticket". So once you open the data source/report (based on ticket), you click on value help for field "Month/Calendar Year", you should see the custom relative selection name "Last 2 Months" created by you.

Hope this explains how relative selection appears in data source/report.

Q: Besides, I'd like to define a custom field on ticket to apply for Month/Calender Year selection in data source, but the date type can only be Date or DateTime.
Reply: You can still go for relative selection of type "Date" and give appropriate values while creating relative selection.

Or you can explain your exact requirement (like what values you want to have in relative selection) and may be then we can assist you in better way.

Regards,
Saurav Kumar

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Dear Saurav

The scenario is: On the ticket we have a custom field user status, when the user status is changed from Created to Submitted, we record the datetime into cutsom field submission datetime.

Now, we need to analyze the tickets counter for each month, last year Jan, last year Feb, last year Mar... till current month based on submission datetime.

Do you have any good idea for that? Appreciate.

former_member497128
Active Participant
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Dear mqian,

As we have understood, you have a custom field "Submission datetime" ff type date or dateTime (with dateTime type, we can not create relative selection as dateTime is not supported so go for date type)

And you are looking for a report which can display details per month (starting from Jan 2020 till current month) in a single report view.

Like:

Month/Year <-> Counter

001.2020 <-> 10

002.2020 <-> 20 and so on

Like above, we can not get as via relative selection, we can define a single set of values like below:

To get the details for January 2020, you can create a absolute relative selection, use data type as Date and add values as between 01.01.2020 to 31.01.2020.

Same way you have to create relative selections for reach months.

Or you can try below to check if this helps:
-> Create a relative selection with values 01.01.2020 to 31.03.2021 (you can use dynamic values as well)

-> Run the report with above relative selection for custom field "Submission dateTime"

-> Add desired fields in report view along with field "Calendar Month". Please check thoroughly if calendar month is matching with values as per submission dateTime. Like 10th March 2020 is falling under calendar month as "003.2020".

-> Now you can have counter for each months based on Submission dateTime. If needed you can use result row.

Please check and let us know if there are any further concerns.

Regards,

Saurav Kumar