Creating and Editing Dashboard Filters with the New User Interface

Use this filter to select a single or multiple specific periods from a closed list. For example: "Year = 2020", "Month = February 2021", "Quarter = Q3 2019 + Q4 2019", etc.

To set a filter by including specific time periods:

1. You can set the list to be single-select. By default, it will be multi-select. See Setting List Filters as Single-Select or Multi-Select.
2. Select the period granularity (Year, Month, etc.), and then select the specific periods from the list (e.g. January 2021, Q4 2020, etc.):
   • If Allow multiselect for lists is enabled, you can select all options in the second list or clear all selections. Otherwise, select a single option.
   • Dates are listed chronological and descending. After selection, the selected options move to the top of the list
   • Dates available for selection are dates that belong to the dataset. The list is updated dynamically to include new dates added to the dataset
   • Weeks are based on the system's "First day of the week" Admin setting. For example, if first day of the week is set to "Monday", then selecting "This week" from the filter will return all data from Monday of the current week (e.g. week 32) till today
   • If the Admin setting for Fiscal year is turned on, then Fiscal year is supported and relevant periods in the list display the fiscal year tag (Years, Quarters, Weeks):
     
   • Results are retrieved based on the fiscal year: for example, if my fiscal year starts in April, and I select "Q1 2020", then it should retrieve results from April 1 2020 - June 30 2020.
   • You cannot exclude any dates in this filter type. Use the Is not option for this. See Setting a Filter to Exclude exact time periods.

Use this filter to select ANY possible number of defined time periods to get data and answers to any timeframe that's relevant for your needs. For example, I want to be able to select "Last 13 months", "Last 5 days", "Next 3 months" or any other combination. The time period can be in the past, or in the future.

Add to this filter the option to include the current period, if required. For example: "Past 7 days including/excluding TODAY", "Past 2 weeks including/excluding THIS WEEK".)

1. In the Filter window, select the third radio button, and from the dropdown list, make your selection as required.
   
2. Select the amount and time period you want to include. If you select This, then you can only select the time period.
   
3. Select Including current to include the current period:
   • This includes the current period (This week/month etc.)
   • Default setting is OFF

You can filter by 3 types of date ranges:

1. If you have specific start and end dates (for example: "Show all flights between March 13 2020 to March 17 2020") ? selecting a start date and an end date from the calendar
2. If you know the start date, but do not want to limit the end date (for example, "Show all contracts signed as of Jan 1st 2020") ? select a start ("From") date from the calendar, and select the "Latest date" option as the end date.
3. When you know the end date, but do not want to limit the start date (for example, "Show all contracts that were signed anytime up to Dec 31 2020") ? select the "Earliest date" option as the start date ("From"), and select the desired end date from the calendar.
   
   • Use the Today option as a shortcut to set Today's date. However, note that Today is not a dynamic setting (it enters today's date, but then that date remains selected, and does not change as days go by.
   • Dates available for selection are dates that belong to the dataset. The list is updated dynamically to include new dates added to the dataset. Dates for which there is no available data appear grayed out.

Use this filter to exclude a single or multiple specific period/s. For example, "Show me all sales except for December 2021".

• In the Filter window, select the fifth radio button, select the condition Is Not and then select the period/s from the dropdown lists.

Use this filter to set a date filter that is dependent on a value of a certain measure, to ask questions such as "Show the Top/Bottom 10 months in terms of Total Cost".

1. On the fifth radio button in the filter window, select the condition (Top or Bottom).
2. Select the number and type of time periods (e.g. 10 months).
3. In the Ranked by field, select the measure to be used for ranking (e.g. Total Sales, Number of students, etc.).

Use this filter to set a time frame that is relative to a date that may not be Today, but rather some other date, or a moving date, such as our latest date, to ask questions such as "show all sales for the last 3 days in which we had sales".

1. In the Filter window, select the fifth radio button and select the condition Is Within.
2. Select the time frame; period, before/after, date.
3. If you do not want to limit the start date or the end date, select Earliest date or Latest date from the calendar.

Use this filter to select an hour or part of an hour, not on any specific date, to answer questions such as "How many calls do we get between 2-3 am?" or "How many customers do we have during the morning hours vs. afternoon hours?".

Use this filter to select a specific known value or multiple values to view, for example, "Condition = New + Refurbished".

• You can set the list to be a single-select list (the default is multi-select). Your viewers see the list as you have set it. See Setting List Filters as Single-Select or Multi-Select.
• Searching for a value:
  • If Allow multiselect for lists is enabled, you can select all options in the second list or clear all selections. Otherwise, select a single option.
• When the list is filtered by search, Select all applies to the filtered list - only items that appear will be selected.
• Search is not case-sensitive.
• You cannot exclude any values from this list. Use the Is not option for this.

Use this filter to find values by certain textual characteristics. For example: All products starting with "iphone", All products containing "chair".

Defining Multiple "AND" or "OR" Conditions for a Text Filter

Most of the condition types in this list ("Contains" through "Is not empty") can be combined using AND or OR logic. Note that only one type of logic, AND or OR, can be used in a specific filter.

This type of filter allows queries to combine multiple conditions that apply together. For example, it can be used to create a filter for all products that start with (using "Starts with") "Apple" AND do not contain (using "Does not contain") "iPhone", and so on, adding as many conditions as required.

Queries using OR logic are built the same way, again adding as many conditions as required.

Use this to filter a textual field, depending on the value of a certain measure, to answer questions such as "Show the Top/Bottom 10 countries in terms of Total sales".

1. On the third radio button in the filter window, select the condition (Top or Bottom).
2. Select the number of items you want to retrieve from the textual field (e.g. 10 countries).
3. In the Ranked by field, select the measure that will be used for ranking (e.g. Total sales).

Use this filter to select a specific known value or multiple values from a numeric field: for example: "Quantity = 1 and 2 and 3".

• You can set the list to be a single-select list (the default is multi-select). Your viewers will see the list as you had set it. See Setting List Filters as Single-Select or Multi-Select.
• Searching for a value - you can search the list of numeric values to narrow it down. When the list is filtered by search, Select all applies only to the items that appear in the filtered list (items that match the search criteria).
• You cannot exclude any values from this list. Use the Is not option for this. See Set a filter to exclude specific value/s.

You can filter numeric values by a range ('between'), for example, "All products whose price is between 1.99 and 20".

You can filter numeric values by specific characteristics. For example: "All customers whose age is over 15", "All products whose price is between 1.99 and 20".

Defining Multiple "AND" or "OR" Conditions for a Numeric Filter

Most of the condition types in this list ("= Equals" through "Is not between") can be combined using AND or OR logic. Note that only one type of logic, AND or OR, can be used in a specific filter.

This type of filter allows queries to combine multiple conditions that apply together. For example, it can be used with OR logic to create a filter for offices according to their specific office numbers, adding as many conditions as required to include all of the desired offices.

Use this to filter a numeric field, depending on the value of a certain measure, to answer questions such as "what were the Top/Bottom 10 versions in terms of Total number of bugs".

1. On the fourth radio button in the filter window, select the condition (Top or Bottom)
2. Select the number of items you want to retrieve from the numeric field (e.g., 10 ID numbers)
3. In the Ranked by field, select the measure that will be used for ranking (e.g., Total number of bugs.).

Use this filter to exclude a single or multiple value/s, for example, "Show me all IDs that are not 3144 and 3145".

• In the Filter window, on the fourth radio button, select Is Not and then select the values/s you wish to exclude from the dropdown list.