Editing dates and date ranges

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6 Comments

  • Tsvetan Marinov

    Hello,

    I have added a time filter to my dashboard, but for some reason I cannot set a default values to it?

    I am clicking on Publish button, but each time when I go to Preview or reload the page it reset to the date filter and it shows all history which is not what I want.

    However I can see that on the predefined dashboards for Overview and Efficiency the Date filter have predefined search. Could you please advise how I can achieve that on my dashboard as well?

    Regards,

    Tsvetan

     

    0
  • Andrew Forbes

    Hi Tsvetan,

     

    This result was achieved by using a Bookmark filter. You can read more about how to use Bookmarks in Explore here

     

    Essentially the process is as follows:

    1. Filter to a timeframe 

    2. Capture this timeframe as the default using the Bookmark

    3. Hide the Bookmark widget from the dashboard

     

    With that, your dashboard will default to a specific timeframe each time you open it :) 

    -1
  • Tsvetan Marinov

    Hi Andrew,

    Thanks for the provided information. I will definitely try it out.

    Regards,

    Tsvetan

    0
  • Judd Higgins

    Andrew, this will not work.

     

    I need users to see the Bookmarks to sort as they wish when the view the Dashboard.

     

    I need to set the Default date to "Last Week" so that when I deliver this each Monday morning, the viewers see data from Last Week and then can go to the Dashboard and use the Bookmarks to modify the filters.

     

    We really need an option in the Dashboard for setting a Default Time Frame.

    1
  • Justin Federico

    Is there an option to set the week format? The default is Mon - Sun. We would like to report on Sun - Sat when we are setting the date range for "Last week".

    0
  • Molly VS

    Hey Judd,

    You don't have to hide the Bookmark on the dashboard, you can leave it visible and allow your agents to toggle between different options. At this time that's the only way to have a default time filter. 

    Hey Justin,

    Yes, you can update the week format by navigating the Data Structure menu, finding the attribute, and creating an ordered set:

    Then ordering them how you want:

    After saving, you'll need to select the newly ordered attribute from the list rather than the default. More about that here: Explore recipe: Using renamed and ordered sets to change displayed values

    0

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