Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

Hello,
I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing:

Why:
I need my KPI widgets to update dynamically based on a date range selected via a dashboard date picker. My goal is to have the entire data chain—from the original source table, through my Query Tables, to the KPI widgets—update automatically when the date range changes.

How:

Original Table Presentation:

    1. My initial data is stored in a wide-format table where each dossier (record) includes separate date columns for different process stages. For example:

      IndexColContactDateMandatDateAccordClientDateSoldeDate
      12024-01-052024-01-092024-01-152024-01-20
      22024-02-032024-02-082024-02-122024-02-20
      ...............


Unpivoted Table ("Unpivoted_CRMKeyed"):

To simplify analysis, I transformed the wide table into a long format using a Query Table, resulting in:

IndexColEtapeDateEtape
1
Contact2024-01-05
1Mandat2024-01-09
1Accord Client2024-01-15
1Solde2024-01-20
2Contact2024-02-03
2Mandat2024-02-08
.........

This unpivoted structure allows me to easily calculate delays between stages and apply a single global date filter on "DateEtape."

Query Tables and KPI Widgets:

First Query Table:
I created a Query Table grouping by IndexCol to calculate delays between stages. For example, to compute the days between "Contact" and "Mandat":

  1. SELECT
  2.     "IndexCol",
  3.     DATEDIFF(
  4.         MAX(CASE WHEN "Etape" = 'Mandat' THEN "DateEtape" END),
  5.         MAX(CASE WHEN "Etape" = 'Contact' THEN "DateEtape" END)
  6.     ) AS "DiffContactMandat",
  7.     -- Additional calculations for other stage delays...
  8. FROM "Unpivoted_CRMKeyed"
  9. WHERE "DateEtape" >= '2024-01-01'
  10.   AND "DateEtape" <= '2024-12-31'
  11. GROUP BY "IndexCol"
This Query Table works perfectly with static dates.

Second Query Table & KPI Widgets:
I then built a second Query Table to aggregate the delay calculations (for example, computing the average delay for each transition) and used these aggregated values as the source for my KPI widgets.

  1. SELECT
  2.     AVG("DiffContactMandat") AS "Moy_ContactMandat",
  3.     AVG("DiffMandatAccord_Client") AS "Moy_MandatAccord_Client",
  4.     AVG("DiffAccord_ClientSolde") AS "Moy_Accord_ClientSolde",
  5.     AVG("DiffContactSolde") AS "Moy_ContactSolde"
  6. FROM "FirstQueryTable"

Sample Result of Second Query Table:

Moy_ContactMandat
Moy_MandatAccord_Client
Moy_Accord_ClientSolde
Moy_ContactSolde
4.8
6.2
7.1
12.3

I then use these aggregated values as the source for my KPI widgets.

Dynamic Date Filtering Issue:
I want to replace the static date values in the Query Tables with dynamic ones controlled by a dashboard date picker (using user variables like ${varDateStart} and ${varDateEnd}). However, when I attempt to do so, I get errors (e.g., "Invalid Date Format" or "Usage of variables in SQL query is not supported"). I've verified that the variables contain strings in "YYYY-MM-DD" format, but the dynamic filtering still fails.

I need guidance or workarounds to implement dynamic date filtering for my KPI widgets in Zoho Analytics. Specifically:

How can I enable a dashboard date picker to update user variables (or otherwise apply dynamic date filters)?
How can I apply these dynamic dates to filter either the original table or the Query Tables, so that the entire KPI chain updates automatically?
Are there any recommended alternative approaches if user variables cannot be used directly in Query Tables?

Any help or suggestions to resolve this issue would be greatly appreciated.

Thanks in advance!

Best regards,

Christophe


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