Add date filters

Date filters help users analyze data for specific dates or time periods. Use date-based filtering to make it easier to explore trends, compare periods, and focus on relevant data. Date filters provide multiple ways to filter report data by time - configure filters for specific dates, relative periods, or custom date ranges to create an interactive filtering experience.

Configure a date slider

Add date sliders to your dashboards to focus on specific time periods.

1. Add a Super Filter visual.

2. Assign a date field to the Category bucket.

3. In the Filter ribbon, select Date Slider from Quick Mode.

4. Select More options (...) and ensure that Date is selected. It should not be Date Hierarchy.

1. In the Filter ribbon, select Properties to customize the slider.

1. Drag the handles to focus on a particular time period.

1. Select the calendar icon to choose a date range or select from built-in options such as Last Calendar Month, Next Quarter, MTD/YTD/QTD, Last Fiscal Year, and more.

Configure a date picker

Use the calendar to filter dashboard data by selecting a specific date or date range.

1. Add a Super Filter visual.

2. Assign a date field to the Category bucket.

3. In the Filter ribbon, select Date Picker from Quick Mode.

4. Select More options (...) and ensure that Date is selected. It should not be Date Hierarchy.

1. Choose a calendar mode depending on the granularity of your data. Select Properties > Calendar Customization > Calendar View.

• Select Multi Year to filter data by specific years and selected months within each year.

• Select Month Range to select a period of time between a specific start and end date.

• Select Week to focus on specific weeks in a year.

• In the same way, use Year/Month/Month Only options.

Configure a relative date filter

Use the relative date filter to apply filters based on the current date, such as past or next time periods.

1. Add a Super Filter visual.

2. Assign a date field to the Category bucket.

3. In the Filter ribbon, select Relative Date from Quick Mode.

4. Select More options (...) and ensure that Date is selected. It should not be Date Hierarchy.

5. In the date filter, select the settings icon to configure the time periods.

6. Set Time Interval to the required time period, such as year, quarter, month, or week.

7. Change the Calendar Type to Fiscal to filter based on fiscal time periods.

1. Adjust the time period to filter the next or past n time frames.

1. The dashboard data is filtered based on the selected time range.