Custom Period - Previous Business Day

howto

#1

Hi,

Is there a way to create a custom period that will show the previous business day?

I can create one showing yesterday’s data, but hoping to see Friday’s data on a Monday morning by using this custom period, but then just the previous day for the rest of the week i.e. Monday’s data on a Tuesday, etc.

Is that possible?

Thanks,
Scott


#2

Hi Scott, there are a couple of ways of achieving what I think you’re after. One of them is to use custom periods to define specific ranges of dates, ie a record for every

  • Monday
  • Tuesday
  • Wednesday
  • Thursday
  • Friday, but where the Friday would also cover/include the dates for each Saturday and Sunday.

This way on a Monday using the above period range, the previous entry/period would show Friday, albeit with Saturday and Sunday, assuming these days held no relevance in terms of sales etc.

You would need to generate a custom period file/range to upload to your site, which covered all required date ranges as well as having to summarize by your custom period range as part of the build, so there may be additional build overhead and you may need to speak with the team in your region to better understand.

I hope this helps, but if you have any other questions please let us know!


#3

Hi,
An option will be setting up a new Period Type (eg: Week days), that contains Monday to Friday (exclude Saturday and Sunday). Then you can use Offset -1 in the period.
Eg: With Offset -1 on 7/5/2018 - it will return 5/1/2018 sales
With Offset -1 on 8/5/2018 - it will return 7/5/2018 sales.

Name Start Date End Date Year
1/01/2018 1/01/2018 1/01/2018 2018
2/01/2018 2/01/2018 2/01/2018 2018
3/01/2018 3/01/2018 3/01/2018 2018
4/01/2018 4/01/2018 4/01/2018 2018
5/01/2018 5/01/2018 5/01/2018 2018
8/01/2018 8/01/2018 8/01/2018 2018
9/01/2018 9/01/2018 9/01/2018 2018


#4

Thank you @lee.konrath and @shwu.hua. I like those ideas.

That all seems relatively simple.

I appreciate the quick responses.

Regards,
Scott