Objective
After completing this lesson, you will be able to set up date ranges.
Date Filter on a Tile-Based Dashboard
To assign the date range to a tile-based dashboard, complete the following steps:
- Edit the tile-based dashboard.
- Select Date Filters.
- Select Enable Date Filter.
- Select the date range that you want to apply.
- Choose if report consumers can select their own dates.
- Choose the Reporting Domain and columns to which the date range should apply.
- Save the dashboard .
Date Range Assignment to a Tile
To assign a date range to a tile, complete the following steps:
- Edit the tile.
- Select Date Filters.
- Select Enable Date Filter.
- Select the date range that you want to apply.
- Choose if report consumers can select their own dates.
- Choose the Reporting Domain and columns to which the date range should apply.
- Save the tile.
Date Range Assignment to a Standard Dashboard
To assign the date range to a standard dashboard, complete the following steps:
- Edit the standard dashboard.
- Confirm you are on the General Info tab.
- Select Enable Date Filter.
- Select the date range that you want to apply.
- Choose if report consumers can select their own dates.
- Choose the Reporting Domain and columns to which the date range should apply.
- Save the tile.
Date Range Filters Application
To apply a date range when you are viewing the tile or dashboard, complete the following steps:
- Open the filter panel on the tile or dashboard.
- If necessary, choose more to display the date range.
- Select the appropriate date range.
- Choose Apply Filters.
Summary
- Administrators use the Manage Date Ranges tool within Manage Dashboards to create predefined time periods for reporting.
- Predefined ranges like review processes or fiscal quarters help managers filter data without knowing specific start and end dates.
- Each date range requires a unique name, specific labels for selectable ranges, and defined "Date From" and "Date To" values.
- Setting these ranges ensures consistency across tiles and dashboards, though they cannot be managed directly in the Report Center.