Specific analysis periods

Specific periods allow you to define time ranges tailored to your operational needs (project launch period, closure, etc.).

Learn how to manage specific periods to optimize your analyses on the platform.

Manage and configure specific periods

Access specific period settings

From the platform's administration center, you can create, modify, and delete the specific periods of your account.

⚠️ The administration center is only accessible to users whose profile holds administrator privileges ("Manage").

To do this, from the platform's left sidebar, access the administration center by clicking on the "Administration" tab.

Then, in the administration center's left sidebar, expand the "Global settings" section, then click on the "Specific period" sub-section.

Create a new specific period

To create a new specific period on your account, start by clicking the "Add a specific period" button. A new configuration panel will appear, allowing you to enter the information required to create your specific period.

Here are the 4 settings required to configure a specific period:

• The label of the specific period (one label per language defined on your account, maximum 15 characters)
• The start date and end date (fixed, non-rolling dates)
• The definition of the default period (whether it should be applied automatically or not)
• The display order of this specific period in the period filters dropdown list

Once your specific period is finalized, click the "Save" button to log it.

You can create a maximum of 4 specific periods on your account.

💭 If you define a specific period as the default one, it will be automatically applied as the analysis period in the calendar as soon as users log in to the platform.

Edit a specific period

To edit an existing specific period, simply locate the item on the specific periods page, then make the changes you want.

You can apply any desired modifications to your specific period. Make sure to click the "Save" button to apply all changes.

⚠️ Since specific periods are fixed (static and non-rolling), you will need to regularly update the dates manually to adapt them to recurring periods (fiscal years, seasons, etc.).

Delete a specific period

To delete an existing specific period, simply locate the item on the specific periods page, then click the red trash icon.

A dialog box will then open. Click the "Confirm" button to validate the deletion.

The specific period will be permanently deleted from the platform.

⚠️ You cannot delete specific periods that are already used in widgets, dashboards, or reports/exports. Deletion is only possible after removing them from all views where they are used.

Use specific periods

At any time in the platform, you can apply your specific period filters to a page to segment displayed data and refine your strategic or operational analysis (learn more).

Whether your analysis focuses on an entire page or a specific chart, specific period filters are always accessible in the top-left and right corners. Just look for these buttons to use them:

Once the filter panel is open, expand the "Period" section. You can then choose a predefined date range (including your specific periods). Specific periods are always displayed at the top of the dropdown list.

Once your period filter selection is complete, click the "Add" button to apply it.

For further assistance or to report a specific issue, please contact our Support team.