Dynamic Date Presets
Last updated
Last updated
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.
Navigate to the Format Pane and Locate the Preset Bar.
Enable the toggle to activate the preset functionality in the visual.
General Section: Applies to the Preset Bar and unselected presets displayed in the visual.
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
Button Color: Select the button color using a dropdown list with a color picker.
Button Border Color: Choose a border color for the buttons.
Text Color: Customize the text color on the buttons.
Preset Background Color: Configure the background color of the preset buttons.
Selected Section: Applies to presets that are selected in the Preset Bar.
Selected Button Color: Define the color for selected buttons.
Selected Text Color: Adjust the text color for selected buttons.
When enabled, the Preset Bar displays the default presets (Today, Yesterday, Min Day, Max Day) alongside Plus icon to add new presets and Erase icon to clear current selection.
Upon clicking the Plus Icon, a pop-up appears as Preset List with the following columns:
Type column which defaults to "Date".
Name column with a text box to set a name for the preset.
Range column with a dropdown list to select a time range, including Last, Next, This, YTD, MTD, QTD, HHYTD, Half Year, Today, Yesterday, Min, Max, MTY.
Period column with a dropdown list to specify the period namely Year, Quarter, Month, Week, Day.
To add a new preset to the list, click on the "+Add" option.
Click on the Delete icon to remove a preset from the list.
After configuring presets click "OK" to save the presets to the Preset Bar.
Click the Cancel button to discard any edits or newly added presets without saving them.
