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Select dates

Dashboards show data for a range of dates (days, weeks, months, etc.) that can update automatically over time. Some widgets may also show an earlier date range to compare against. You may be able to change the dates depending on how the dashboard is configured. Date ranges are normally linked across a dashboard so that changing a date range in one widget affects other widgets.

In this topic:

  1. Basic date selection
  2. Date comparisons
  3. Date range selection in graphs
  4. Additional methods of date selection

Basic date selection

Tap on  in the widget and then tap on the date range to change it. (Date selection must be enabled.) You can then select from the following options.

Quick-pick date options

In the next pop-up, choose a resolution (day, week, month, etc.).

Then, tap on This date range to choose from a variety of pre-configured options (month-to-date, last month, year-to-date, and so on) for the selected resolution.

Repeat for Last date range if available.

Custom start & end dates

To choose a custom start or end date, tap on it and choose from date options.

Date comparisons

You can add or remove a date range to compare against (depends on the widget type).

Compare two date ranges

To add a comparison date range, tap on Add Date Range. Then choose date options for Last date range.

Single date range

To look at a single date range, tap the icon to remove the comparison date range.

Comparisons of incomplete timeframes

For a timeframe that isn't complete (e.g., current month), choose what to compare against.

  • Matching time frames - Compare to a matching number of days during Last date range for a precise view of gain/loss (i.e. how much better/worse are we doing).

  • Complete last period - Compare to a full timeframe (full week, month, etc.) for a gap or goal perspective (i.e. how much more to go).

   

 

Date range selection in graphs

In most time-based graphs, you can drag across any date ranges and then tap on Compare to see details.

 

Additional methods of date selection

The following date selection tools may be built into the dashboard:

Date selector menu

A date selector allows you to change the end date across all widgets in the dashboard. This menu must be pre-built into the dashboard and, if present, will be located in the filters panel.

Date buttons

A dashboard may include pre-configured buttons to change the date with a single tap.