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Create a date interactive filter

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. 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.

You must have Performance Analytics to create new interactive filters.

Note: 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 dashboards.

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 dashboard 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 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 dashboard widget. See Available interactive filter UI control types.
  5. (Optional) Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table. For more information, see Apply interactive filters to all tables in a hierarchy.
  6. 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.
  7. (Optional) 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 enables multiple selections, such as Select Multiple Input.
  8. Right-click on the form header and select Save.
  9. In the Interactive filter Dates related list, click New.
  10. In the Table field, select a table that has reports you want to filter.
  11. In the Field field, select a date field to filter on.
  12. 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.

This site is scheduled for a small content update on Tuesday, December 18th, between the hours of 4:00pm and 8:00pm Pacific Time (Dec 19 00:00 – Dec 19 4:00 UTC). Access to this site may be slightly delayed during that time.