Most dashboards have a date filter. This allows users to zoom in on certain date frames within their data. It might occur that a user will want to change the month that is displayed in the dashboard or wants to see a different date entity.
In this case, the user will have to adjust the date filter. In this article, it will be explained how to select different date values but also how to change which date dimension to filter by. It is possible to change filters to a different time unit, for example, from month to week. Singular (not grouped) date filters can even be adjusted to show certain time frames or to always display the last month.
Adjusting the date filter - simple
1. Go to the filter pane on the right side of the dashboard. If none is displayed, look for a little grey arrow in the mid right of your screen to make it appear.
2. Move to a date filter. They can be recognized by names like "year", "month" or "date"
3. In the filter example above, it is possible to select multiple years by checking the box; if the boxes are checked they will be included in the filter, if the boxes are unchecked they will be excluded from the filter. This principle works the same for every filter.
Adjusting the date filter - advanced
However, there might be a need for something a little bit more specific; maybe a specific month from the year, or the last 3 weeks or every action from 3rd of may to 14th of may. In this par, advanced date filtering will be discussed.
1. By moving the mouse to the upper right corner of the filter, there will appear a small pencil icon like below
2. Click on the pencil icon
3. The menu above will pop up. From here on there are several options.
4.a. Changing the date dimension/unit. By clicking on the arrow next to "Years", it is possible to select a different date unit: year, quarter, month, week, day.
The next option will only be available for singular (not grouped) date filters. If none is available, please submit a ticket to the BI analyst and they will provide it for the dashboard(s) if possible.
4.b. Changing it to a certain timeframe, to give an example, 01/05/2018 to 18/05/2018. Click on Calendar on the left side of the edit menu and click or type the preferred time frame.
4.c. Changing it to a relative time frame, to give an example, last month or three last weeks. Click on Time Frame on the left side of the edit menu and click on the preferred time frame (combine this one with 4.a. for the best effect)
Additional tip: It is possible to lock all filters and that includes the adjusted date filter. This means that the filters will not have to be reset for each use. Click on the three stripes symbol on top of the filter pane (Next to "Filters"). Next, click on
"Set as my Default Filters" to lock the filters.