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 in Core UI. By default, it contains the role analytics_filter_admin for managing Core UI filters that are migrated to Platform Analytics experience.

When a user selects All, they do not see a report with all filter options applied, they see the unfiltered report. This example of date filter shows a number of date ranges you can filter on.

Note:

If the interactive filter has a default value or specifies the last selected value, non-responsive dashboards do not apply this value automatically. This feature is only available on Responsive dashboards.

Procedure

1. Optional: Check the existing interactive filters on the same table.
   1. Navigate to All > Reports > Administration > Interactive filters and select an interactive filter based on the same table you want to filter.
   2. Under Related Links, select Other filters on Table.
   3. Review the other filters that are available on the same table to see if the filter you want already exists.
2. Navigate to All > Reports > Administration > Interactive filters.
3. Select New.
4. In the Filter based on list, select Date.
   
   
5. 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.

6. Optional: Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table.
7. Optional: Select Apply filter to database views and tables to apply the filter to widgets based on both database views and tables.
   Note:

   It is not possible to apply filters to tables that extend the database view’s tables. For more information, see Interactive filters on database views and table hierarchies.
8. 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.
9. Optional: Select a Default value for the filter.
   This default is applied automatically for all users. Values that a user selects override the global default for that user. You can specify more than one default value when using a UI control type that enables multiple selections, such as Select Multiple Input.

   Note:

   To pass more than 50 default values, or if you see the error This is exceeding the GET call limitation, create multiple interactive filters.
10. Right-click on the form header and select Save.
11. In the Interactive filter Dates related list, select New.
12. In the Table field, select a table that has reports you want to filter.
13. In the Field field, select a date field to filter on.
14. Click Submit.

What to do next

Repeat steps 8-11 as needed for each date field you want to filter on. After you create the filter, add it to a dashboard.