Create a date interactive filter

A date interactive filter allows users to filter report widgets based on the value in a date field.

Before you begin

Role required: hp_publisher_admin and report_admin

You must have Performance Analytics premium to create new interactive filters.

Procedure

  1. Navigate to Homepage Admin > Interactive filters
  2. Click New.
  3. In the Filter based on choice list, select Date.
  4. Set the following fields.
    Name Description
    Name Enter a name for the filter. This name appears on the homepage widget for the filter.
    Look up name Enter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a homepage or dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
    Description Enter a description of the filter.
    UI control type Select how the available filtering options for this filter appear on the homepage widget. See Available interactive filter UI control types.
    Note: For choice list interactive filters, you can exclude specific elements from appearing on the filter using the Exclusion list. However, data for excluded choices is included when you select All on the interactive filter.
  5. In the Date section, use the slushbucket to select one or more date ranges that users can filter on.
    Available date filters are defined in the Get Date Filter options for Date Filters business rule. Customize this business rule to add or remove filter options.
  6. Right-click on the form header and select Save.
  7. In the Interactive filter Dates related list, click New.
  8. In the Table field, select a table that has reports you want to filter.
  9. In the Field field, select a date field to filter on.
  10. Click Submit.

What to do next

Repeat steps 7-10 as needed for each date field you want to filter on. After you create the filter, add it to a dashboard or homepage.