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Can you set time frame filters in the Excel Add-In?

I would like to integrate time frame filters (like the one in my attached picture) into my custom Excel Add-In Reports (i.e.: pull all data between 7/1/2013 and 7/24/2013). I am not sure where I would find such a filter in the Excel Add-In (or in custom reports on the desktop application, for that matter).

 

Can these filters be done in the Excel Add-in? Help would be much appreciated. Thank you!

Ian Answered

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Hi Ian,

What data are you pulling in your reports? timesheets, work items?

Roni Feldsher 0 votes
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We are most immediately concerned with pulling data on resource load, effort, and work over time. We want to build reports similar to the standard system Resource reports. However, we want to add on the layer of the Excel Add-In so we can see how this data translates through work items.

 

So, for instance, one thing we would like to do is be able to generate a report where we can see each resource's remaining effort on each separate project.

Ian 0 votes
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Hi Ian,

You can add a filter at the top of the query form.  See the attached file for more information.  In this example, we are using the reported date as the field to filter on.  Notice, also, that I have selected the checkbox to allow me to edit the dates upon running the query.

Rob

Yoko Suzuki 0 votes
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