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How to search for " X months later data relatively" RRS feed

  • Question

  • Hi.

    Using "ADVANCED FIND," I want to get data which is filtered by a certain Month.

    Especially data for X months later "relatively" from now.

    Ex. Now is 2015/06/23, so 2 months later is filled by a condition, "From 2015/08/01 To 2015/08/31."

          But if it is 2015/07/23, I hope automatically the filter condition will be converted to "From 2015/09/01 To 2015/09/30."

    Can I achieve that combining several filter conditions?

    Tuesday, June 23, 2015 7:01 AM

Answers

  • Hello SHYARRR,

    I don't believe you can do this via Advanced Find directly either, but I've got another possible solution for this requirement:

    You can achieve this with a static marketing list. You'd start by filtering the data as I've suggested in my last post (Using the Next X[2] months filter), and you can then use the "Remove Using Advanced Find" option from the "Manage Members" menu, to filter out the 1 month data.

    Hope I could help you this time! :)

    Kind Regards,



    • Edited by Pedro Beltrao Monday, June 29, 2015 9:22 AM
    • Marked as answer by SHYARRR Wednesday, July 1, 2015 8:04 AM
    • Unmarked as answer by SHYARRR Wednesday, July 1, 2015 8:05 AM
    • Marked as answer by SHYARRR Wednesday, July 1, 2015 8:06 AM
    Monday, June 29, 2015 9:19 AM

All replies

  • Hello,

    With Advance Find you can set such filters. These are called smart date filters.

    E.g: You can query Opportunitties where "Est.Close.Date" is "Next X Months", and then simply type "2" in the text box, wihch will dynamically display this data on a view or query.

    Does that help?

    Tuesday, June 23, 2015 2:57 PM
  • Hello, Pedro. Thank you for your reply.

    But, I guess your sugession doesn't match what I hope.

    If I set 2 using "Next X Months" filter, it will retrive 1 month later and 2 months later at the same time.

    I just need data only 2 months later. (I don't need 1 month later.)


    • Edited by SHYARRR Wednesday, June 24, 2015 5:32 AM
    Wednesday, June 24, 2015 5:32 AM
  • Hi Shyarrr - Not Possible in Advance find what you want.
    Wednesday, June 24, 2015 7:59 AM
  • Hi, Mahsud. Thank you for your reply.

    Eventually, I think I agree with you. It looks impossible that what I want to do is done in "Advance Find."

    I will try to find another way...

    Monday, June 29, 2015 1:36 AM
  • Hello SHYARRR,

    I don't believe you can do this via Advanced Find directly either, but I've got another possible solution for this requirement:

    You can achieve this with a static marketing list. You'd start by filtering the data as I've suggested in my last post (Using the Next X[2] months filter), and you can then use the "Remove Using Advanced Find" option from the "Manage Members" menu, to filter out the 1 month data.

    Hope I could help you this time! :)

    Kind Regards,



    • Edited by Pedro Beltrao Monday, June 29, 2015 9:22 AM
    • Marked as answer by SHYARRR Wednesday, July 1, 2015 8:04 AM
    • Unmarked as answer by SHYARRR Wednesday, July 1, 2015 8:05 AM
    • Marked as answer by SHYARRR Wednesday, July 1, 2015 8:06 AM
    Monday, June 29, 2015 9:19 AM
  • Hi, Pedro. Thank you for your reply.

    I will try what you mentioned.

    Wednesday, July 1, 2015 8:06 AM