2 Replies Latest reply on Sep 6, 2016 5:01 PM by Chris Gourlay

    Financial year filtering - include certain old records

    Chris Gourlay

      Hi there everyone,

       

      We have a set of dashboards that we use to track performance of 3 hospital contracts. Our 'financial year' for this contract starts in July.

       

      This year, the first clinic at hospital 2 had to be moved to the end of June, but for the purpose of our contract needs to be reported being part of the 2007 financial year. Hospital 1 & 3 had their clinics at the standard times. The dashboard is filtered by financial year and by hospital.

       

      Does anyone have any tips on how to treat this problematic clinic as part of the current financial year? We compile the data based on the month of the appointment date, and any solution must only apply to hospital 2.

       

      I have attached a sample workbook demonstrating the issue.

       

      Thanks for any assistance,


      Chris