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How do I add a date filter to a dashboard?

While analyzing data on a dashboard with multiple charts, you might frequently want to change the time range applied to each chart.  For example, if you are managing a customer service center, you might want to see how many tickets were logged and how quickly they were resolved from September through November.  To do this, you could edit each chart explicitly and apply a time filter on them or you could add a filter at the dashboard level and filter all charts at once.  Adding a date filter at the dashboard level is not only a significant time saver, it also allows you to slice and dice all your data without ever leaving the dashboard.

 

Next we will go over the steps to apply a date filter to a dashboard.  First select the dashboard you would like to apply a date range on.  Subsequently, click on the ADD A FILTER button as shown below.

Note, the date based dashboard filter will override any date/time range filters applied at the chart level.  There is an option to prevent the dashboard from overriding the chart level date filter, which will be discussed further below.

 

Now a calendar picker will be displayed, prompting you to select the range of dates you would like to see in the dashboard.  The earliest day one could select, would be the earliest date available in the datasets populating the charts.  Similarly, the latest date available would be the latest day present in the datasets. 

 

Subsequently DataHero will prompt you to pick a time attribute you would like to filter on for each chart.  The dropdown will list all date/time attributes present in the dataset populating the chart, even if they are not present on the chart itself.  This means you could filter the chart with a date field that is not being rendered on the graph.  Note in most cases you would pick the date attribute that is displayed on the chart.

 

You also have the option select "None", which would mean the particular graph would not be filtered by the dashboard's calendar picker.  This could be useful in a couple of cases, for example when the chart of interest is showing a trend over a large period of time.

 

After you finish selecting the time attribute for each chart, you could go back and change your selection by clicking on the gear icon and picking the "Change Attributes" option.

 

To change the date range applied to the dashboard click on any one of the dates displayed and the calendar picker would appear again.

 

Last but not least, to remove the date filter from the dashboard, click on the gear icon and select the "Remove Filter" option.

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