Filters by dates | Targetprocess - Visual management software

Filters by dates

In this article we gathered examples of useful Advanced Filters for Views and Visual Reports that help to select, hide or highlight data by dates such as ones when an entity was created, started or completed. These filters are extremely helpful in tracking due dates and highlighing expired entities.

The filters may be applied to the entities that have assigned dates. Examples of such entities are User Stories, Bugs, Tasks, Features, Epics, Requests, Releases, Sprints (Iterations), Team Iterations and Projects.

The following fields of entities are available:

  • CreateDate - Date an entity was created
  • StartDate - Date an entity was started (for instance, its state was changed to In Progress) - for Assignable entities. Manually set date when the scope is planned for start - for work scopes.
  • EndDate - Date an entity was completed (for instance, its state was changed to Done) - for Assignable entities. Manually set date when the scope is planned for end - for work scopes.
  • PlannedStartDate - Manually set date when the entity is planned for start
  • PlannedEndDate - Manually set due date
  • ForecastEndDate - End date automatically predicted on current progress if elapsed time is greater than one week and progress is greater than 10%
  • ModifyDate - Last time entity was modified. "Add Comment" action does not change this field. LastCommentDate field is updated instead.
  • LastCommentDate - Time last comment was submitted to an entity
  • LastStateChangeDate - Last time state of entity was changed
EntityFilterResult
Assignable?CreateDate > '01-Feb-2017'entities created after February 1, 2017
Assignable?EndDate <= '01-Mar-2017'entities completed before March 1, 2017, inclusively
Assignable?EndDate is Noneincomplete entities
Assignable?EndDate is not Nonecompleted entities
Assignable?StartDate is Noneentities that are not started yet
Assignable?StartDate is not Nonestarted entities

Keywords supported in filters

Today keyword represents current date. You can compare other dates with it in filters. You can construct relatively shifted dates in the past or in future and use them in comparison.

EntityFilterResult
Assignable?CreateDate == TODAY - 1(days)entities created yesterday
Assignable?EndDate > TODAY - 7(days)entities closed within last 7 days
Assignable?PlannedEndDate >= TODAY and PlannedEndDate <= TODAY + 30(days)entities planned to be done within next 30 days

It is not possible to refer to the calendar weeks, months, quarters and years in the filters so far. You can only filter by exact dates (e.g. 01-01-2017) and shift ranges (e.g. last 30 days).

More examples

The filters for dates can be effectively combined with the filters based on current state or progress of your entities. To combine filters, use the AND, or OR operators with brackets.

EntityFilterResult
Assignable?EntityState.IsFinal is False or EndDate >= Today-7(days)open entities together with recently closed ones
Assignable?EntityState.IsFinal is False or (EndDate >= Today-7(days) and EntityState is 'Rejected')all open entities together with recently closed ones in 'Rejected' final state only
Assignable?Progress < 1 and PlannedEndDate <= Today - 2(days)entities having Progress percentage less than 100% that should have been done two days ago
Assignable?EndDate is None and PlannedEndDate >= Today - 7 (days) and PlannedEndDate < Today - 2 (days)entities that were delayed for 2-7 days
Assignable?EndDate is None and PlannedEndDate < Today - 7 (days)entities that were delayed for more than a week
Assignable?EndDate is None and Iteration.EndDate > Today and Iteration.EndDate <= Today +7(days)incomplete entities that have to be done within next 7 days because a current sprint (iteration) ends soon
Assignable?EndDate is None and Release.EndDate > Today and Release.EndDate <= Today +30(days)incomplete entities that have to be done within next 30 days because a current release ends soon
Assignable?LastStateChangeDate < Today - 14(days) and EntityState.Name == 'In Dev'entities which have been stuck in the 'In Dev' state for more than 2 weeks

Also there are some filters that work well with Releases or Sprints (Iterations) selected as cards. These filters are recommended for when a Release or Sprint is in danger of extending past the planned End Date.

EntityFilterResult
Release

Iteration

TeamIteration

?It is Current AND ForecastEndDate <= EndDatecurrent releases and sprints that are on track
Release

Iteration

TeamIteration

?It is Current AND ForecastEndDate > EndDatereleases and sprints that are delayed according to currently made forecasts

Filters for lanes (rows and columns)

When one of the lanes in your view setup represents date axis, it is possible to customize length of displayed range of detailed dates. Apply filter to the axis for this purpose.

Filters for lanes (rows and columns)

Known issues

The filters for exact date match with current day do not work properly due to known bug. For example, ?PlannedStartDate is Today filter is not supported. Use a pair of boundary filters instead: ?PlannedEndDate > Today and PlannedEndDate <= Today + 1(days)

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