Creating date and time filters on dashboards

In CDP Data Visualization, you can use application controls with date or timestamp parameters to filter records based on date and time values.

  1. Open an existing dashboard in Edit mode.
  2. Switch to the Filters tab on the Dashboard Designer side menu bar.
  3. Click any date type field of the dataset displayed under Dimensions or Measures.

    This adds a new date/time filter widget to the dashboard. The filter widget is named after the field name. If you hover over the filter widget, you can access the filter area actions that allow you to change the date range into a picklist, to configure the filter, or to remove it from the dashboard.

    For more information, see Filter area actions for application control.

    For instructions on how to configure date ranges, see Configuring ranges on dashboard filters.

  4. Optional: If you want to preserve the adjusted filter settings for View mode, hover over the filter widget, click the Gear icon, and select the When date ranges are set in Edit mode, remember these selections in View mode option on the Basic tab of the Settings modal window.

    This option is disabled by default.