Did you ever go out on a date with someone a friend said was perfect for you only to be wishing the date never started after just 5 minutes? That would be a bad date.
Did you ever go out on a date with someone who you figured out was perfect for you after just 5 minutes? That would be a great date!
Did you ever wonder how you can filter a matrix report to compare this year versus last year in your production org? That would be a Salesforce date. And when you use a Salesforce date in the right way, WOW! The things you can do!
Salesforce dates come in all shapes and sizes…just like your personal good and bad dates. But unlike those dates, you have complete control over what your Salesforce dates will do. And that’s a good thing! Dates are one of the most important filters you can use on a report. They will not only make sure you get what you are looking for, but with a narrow focus, your reports will actually run faster.
Types of Salesforce Dates
There are many types of Salesforce dates. There’s the really important ones, the dates everyone wants to know – what date does Dreamforce start, and when is Midwest Dreamin’ next year? While I admit those are important, they are really irrelevant to how you filter a report.
Everyone probably knows that you can use a fixed date range, simply by entering (or selecting from the calendar) the dates you want, and most people probably know that you can use a pre-defined date range such as “Current FQ” or “Last 90 Days”.
But did you realize you can use mixed dates to give you a really cool filter?
In short, dates are awesome, and control what you see (or don’t see) in your reports and dashboards.
For some reason, when I think about the power dates give you in reports, I thought of this: https://youtu.be/NpWAlvWNZj0