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What is a history modifier?

A history modifier makes a formula calculate data from a past time period. With history modifier, you can build formulas that calculate data from historical periods such as

  • The previous five days,

  • Two weeks before the beginning of this month,

  • The past two years, and more.

History modifier is added to the Data function component in formulas. The modifier is directly related to the time period you select on a widget. However, it does not set or substitute time periods – a history modifier simply tells the formula to look at historical data, on a rolling basis.

Available time periods and combinations

The available time periods are Day(s), Week(s), Month(s), Year(s). The historical data the formula calculates from your data source is relative to the time period selected on the widget.

Example

By adding a history modifier to a data function component, you can count the number of sales deals from the previous 5 days. Let's break down how a dashboard widget would display data from the formula above if different time periods are selected.

  • Today – The widget will display data from five days back, starting from yesterday. For example, if today is June 10, it will show data from the 5th until the 9th of June (both days included).

  • Current week – The widget will display data from five days back, starting from the last day of the previous week. For example, if today is June 10 and the week starts on June 7, the widget will show data from the 2nd until the 6th of June (both days included).

  • Current month – The widget will display data from five days back, starting from the last day of the previous month. For example, if today is June 10, it will show data from the 27th until the 31st of May (both days included).

  • Current year – The widget will display data from five days back, starting from the last day of the previous year. For example, if the current year is 2022, the widget will show data from the 27th until the 31st of December 2021 (both days included).

History modifier in the Advanced formula editor

The available history modifiers in the Advanced editor are Day, Week, Month, Year.

Please note that the history modifiers are written as singular nouns: "day" instead of "days," "month" instead of "months," and so on.

Here are some examples:

.History(2,day)
.History(3,week)
.History(10,month)
.History(3,year)

(
Count(Adversus Leads,Status=New).History(30,day)
)