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
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