iv.Dynamic Date Presets

Supported in: ✔️Slider Calendar ❌Year ❌Multi Year ❌Month ✔️Month Range ❌Week ❌Day

The Date Preset enables users to configure and apply predefined date presets to filter data efficiently. This functionality simplifies date-based filtering by offering default options and customization.

Video 1: Date Presets

How to Enable Date Presets

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 Pane and Locate the Preset Bar.

3

Enable the toggle to activate the preset functionality in the visual.

4

Select the default presets to be shown in the visual from the preset option in general section.

  • Presets: A dropdown list allows you to choose from the following preset options:

    • Today/Yesterday/Min/Max

    • This Week/Month/Quarter/Year

    • Last Week/Month/Quarter/Year

    • Max Week/Month/Quarter/Year

    • MTD/QTD/YTD/MTY

5

When enabled, the Preset Bar displays the default presets (Today, Yesterday, Min Day, Max Day) alongside Three Dots icon to add new presets.

Image 1: Enabling preset in format pane adds preset bar with date presets in Date Slider

Dynamic date presets are exclusively available in the Date Slider and Month range calendar.

Preset Types and its Configuration

Relative Date Presets let you apply dynamic, rolling filters that update automatically based on the current date. For example: This Month, Last 7 Days, Next Quarter, etc. This is ideal for keeping dashboards up to date without manual changes.

Configuration Steps:

  1. Click the three dots on the preset bar → select Add Preset to go to the preset list.

  2. Click Add Preset (top right) to enter the preset configuration screen.

  3. Set Type to Date and enter a name for the preset.

  4. Choose a preset style (icon and label combination).

  5. In the Date Condition dropdown, select This, Last, or Next.

  6. Choose the period type relative to today (e.g., Day, Month, Quarter).

  7. Set the number of periods (e.g., Last 2 Calendar Months).

  8. After configuring presets click "OK" to save the presets to the Preset Bar.

  9. Click the Cancel button to discard any edits or newly added presets without saving them.

Image 2: Preset List and Relative preset Configuration in visual interface.

Calendar Month and Calendar Week options are only available when using the Last or Next conditions.

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