Allow Year-Month-Date isolation from each "Date" property

HubSpot Ideas
1

It is very annonying to build reports with Date properties at the moment.

For example, if we want to compare sales per month over years (months in rows, years in columns) -a very standard and simple dashboard- it is impossible to do it, as year aggregation works well, but monthly aggregation doesn’t group November 2021 with November 2020.

To achieve that, I’ve implemented the following workaround:

  • Build two workflows, one to extract the “Month” property and one to extract the “Year”.

    • Year:

1-Years.png
1-Years.png1773×823 32.9 KB

- Issues:
  - It takes a lot of time to build
  - It is error prone
  - You need to replicate it for every year of historical data
  - You need to add a new branch each year
  - It takes time to recalculate

  • Month:

2-month.png
2-month.png1488×171 10.3 KB

- It is even more terrible than "Year", it takes hooooours to build
  • Beyond the issues already commented, each Date property (Closing data, Creation date, etc.) needs this work to be replicated (sooo annoying).

With these workarounds and lost time I’ve been able to build a report:

3-final report.png
3-final report.png886×294 11.8 KB

This is frustrating! Please, build a proper architecture to work with dates! :smiley:

Thanks!

Ple

2

I think this is a great idea, month on month, year on year comparison as you say is a standard business requirement and helps to spot trends. This would be a very beneficial feature to have!