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SOLVED

Dashboard - Compare YTD data rolling monthly

kathychung
Level 1
Level 1

I like to create a dashboard that allows me to compare the conversion funnel.

Rolling date options:

11/01/2014 (fixed) - 06/07/2015 (rolling daily)

How can I set that to rolling "monthly" please? Thank you!

1 Accepted Solution
TanmayMathur
Correct answer by
Level 10
Level 10

Hi Kathy,

For setting the dates to rolling monthly you would have to re-create this reportlet and select a date range greater than one month. 

Open the Conversion report and select a date range longer than one month (eg last 6 months)

Click on the Dashboard option on the top and Click 'Create New'

Add this reportlet in the dashboard from the layout. 

You will now see the rolling monthly option in the date range. 

Let me know if this works out for you. Thanks!

Tanmay

View solution in original post

1 Reply
TanmayMathur
Correct answer by
Level 10
Level 10

Hi Kathy,

For setting the dates to rolling monthly you would have to re-create this reportlet and select a date range greater than one month. 

Open the Conversion report and select a date range longer than one month (eg last 6 months)

Click on the Dashboard option on the top and Click 'Create New'

Add this reportlet in the dashboard from the layout. 

You will now see the rolling monthly option in the date range. 

Let me know if this works out for you. Thanks!

Tanmay

View solution in original post