This document explains how to filter data on a dashboard using custom date filters such as: the current week, month or year, the last 7 days. We will leverage the filter tables (link) and show how to link them to a dashboard.

STEP-BY-STEP GUIDE

• Copy the two tables containing the date filters (please follow the procedure described in this document). The FilterTable contains the different filters with the corresponding start and end date.

• Create a parameter to store the user’s filter choice.
  • Click on Object -> Variable
  • Provide a name : in our case Filter type
  • Set its type as String
  • Select Query as Selection List  and bind it to the column type of the FilterTable. This will allow to get the different filters as items of the dropdown list.

• Create a mirror of the FilterTable and filter it using the variable so that we only take the row where the column type is equal to the Filter type parameter.
• Join this table with the one containing your data. If you have a Date field a possible join can be as follows

Date >= StartDateTime and Date <=EndDateTime

Create a dashboard linked to this worksheet