A date interactive filter allows users to filter report widgets based on the value in
a date field.
You must have Performance Analytics Premium to
create new interactive filters.
Role required: hp_publisher_admin and report_admin. The
hp_publisher_admin role exists only for managing interactive filters. By default, it
contains no other roles and is not contained in any other roles.
If the interactive filter
has a default value or specifies the last selected value, this value is not applied
automatically on non-responsive dashboards. This feature is only available on Responsive
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.
In the Filter based on choice list, select
Set the following fields.
||Enter a name for the filter. This
name appears on the homepage widget for the
|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
||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.
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.
Select a Default value for the filter.
This default is applied automatically for all users. If a user selects a
different value, that value is saved as the user's default and overrides the
global default. You can specify more than one default value when using a UI
control type that allows multiple selections, such as Select Multiple
Right-click on the form header and select Save.
In the Interactive filter Dates related list, click
In the Table field, select a table that has reports you
want to filter.
In the Field field, select a date field to filter