PrintVis Tip of the Week #27 – Keeping Current with Dynamic Date Filters
General Manager Kasper Tomshøj shares a tip of his own this week, something nice for the managerially-minded.
What sort of data sets do managers typically need? Overviews, right? A Production Manager in a print company needs daily access to diverse views of time-related data – what jobs are in the shop, what is due this week, what customer statements need to go out, what reports need to be generated and shared with the team during the morning meeting, etc.
It’s quite easy in PrintVis to have such statistical information displayed in chart form – one can simply use the “Show as Chart” function and filter to the specifically-desired data. For example, say you are the Production Manager starting off your week, and need to see the time planned for the week for each of your printing presses.
Most Print Production Managers creating such a report would filter to the list of their Cost Centers and plug in the date range, from the current day until the end of the week. There’s only one problem – this will be a static report and those dates will have to be manually changed every week. If you’re generating multiple reports for multiple purposes, this can become a real drain on your time.
Wouldn’t it be nice if you could tell the system to always give you the data you need currently?
You can, with Dynamic Date Filters.
Dynamic Date Filters
Here you will need to revisit some basic NAV codes and formulas.
The codes are:
T = today
CW = current week (last day of current week)
CM = last day of current month
D = day (always used as + or -.. +2D etc)
M = Month
Y = Year
Remember we want to see the planned time for each of our Cost Centers (our machines) for the coming week. We enter the formula as follows:
This gives us “Today until One Week from now.” So does this:
The formula “t..+1w” gives you the same results, but you won’t need to go back and change the calendar dates when it’s time to run the report again next week.
Let’s say you always want to see data for the month we are in. You would write : CM-1M+1D..CM
CM is the last day of the month, so CM-1M is last day of last month and CM-1M+1D is first day in this month.
One could use this Date Filter criteria to generate monthly customer statements as PDF reports and have them in each customer’s inbox on the first of every month.
Or for an employee’s monthly review, showing their productivity rates and time recordings. Again, these formulas provide a means of always displaying the current data without having to constantly go back and change the date filter.