Relative Date

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. Navigate to the Format Visual section in the Visualizations Pane.

  2. Under the General section in Date Filter, select Relative Date as the Selection Style.

  3. 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 1: Relative Date

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.

Video 1: Relative date filtering using Last option in date filter

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