The Relative Date filter dynamically filters data based on a date range relative to today or a specified reference date. It allows users to filter periods such as the "last 3 months," "next 7 days," or "this year," ensuring the data remains up to date without manual adjustments.
Video 1: Relative Date
How to Enable Relative Date:
1
In the Visualizations pane, add a Date field to the Category field well. Ensure the field is set to Date (not Date Hierarchy).
2
Navigate to the Format Visual section in the Visualizations Pane
3
Under the General section in Date Filter, select Relative Date as the Selection Style.
Image 1: Relative date set as selection style
4
This displays a dropdown with relative date filter options, allowing you to configure filters based on dynamic time ranges such as the last 7 days, this month, or the next 3 months.
Image 2: Relative Date filter
Example:
A sales manager wants to track sales from the past month. Using the relative date filter, they can set the dashboard to display data for the last 1 month. This ensures the report dynamically updates each day to reflect the most recent month of sales.