Dynamic Date Range Filtering

Explore the updated functionality of dynamic date range filtering in all INSIGHTS Dashboards, offering users the flexibility to automatically update data based on selected criteria, ranging from static and dynamic date ranges to calendar month criteria and customized criteria tailored to specific metrics and field selections.

Key Takeaways

• The updated functionality introduces dynamic date range filtering across all INSIGHTS Dashboards, enabling users to choose criteria like 'This Year' for data that automatically adjusts to the selected time frame.
• Users can benefit from a range of selection criteria, including static and dynamic date ranges, calendar month criteria, and customized criteria tailored to specific fields and metrics.
• The enhanced dynamic date range feature provides a more flexible and user-specific approach to filtering data, allowing for precise control over the time frames and metrics displayed in the dashboards.

Definition: Dynamic Date Filtering allows the user to select range that automatically updates based on the selection criteria.

For example, Selecting 'This Year' will always show data for the year rather than a static range.

The Dynamic date range ability allows the user further selection criteria based on user specific definitions.

This ranges to

• Include All
• Static Date Range (Year, Quarter, Month, Week, Day)
• Dynamic Date Range (Year, Quarter, Month, Week, Day)
• Calendar Month Criteria
• Customized Criteria to include where a selected field is within or outside of a metric

Static Date Range (Year, Quarter, Month, Week, Day)

Dynamic Date Range (Year, Quarter, Month, Week, Day)

Calendar Month Criteria

Customized Criteria to include where a selected field is within or outside of a metric