Dashboard global time filter and period presets
The Dashboard Period Preset allows users to set global time-based filters that apply across all widgets in the dashboard. This feature enables effortless data comparison across different periods, providing valuable insights and facilitating better decision-making.
With the Dashboard Period Preset, users can create filters in the dashboard navigation, enabling the selection of various time periods for all widgets within the dashboard. For instance, comparing data from this month to the previous month is achievable with just a few clicks. This feature is highly flexible, offering quick presets for relative dates such as "this week," "this quarter," "today," and more.
Additionally, when enabled, a date picker will be available to choose specific date ranges, allowing you to define a maximum period range for the selector.
How to apply global time-filters to your dashboards
You can enable the date picker and define preset periods by accessing your dashboard settings. In the General tab, you will find the Dashboard Period Preset configuration. Switch the slider to activate it. Once active, you will be able to define a maximum period range to be filtered and set preset periods that can be quickly selected in the date picker.
Applying a maximum period range to your date picker
You can define a maximum period for date selection, ensuring that users cannot filter data beyond the specified period range. You still have the flexibility to set preset periods that exceed this maximum range, allowing for broader default selections if necessary.
Setting period presets
You can set period presets to allow users to easily change the filter range by selecting predefined periods. These periods, defined by you, can be accessed when users click on the calendar icon. You can choose from several periods, create up to five presets, and designate one of them as the default.
Disabling the filter for specific widgets
If you want to disable the Dashboard Period Preset for a single widget, you can enable the Override Dashboard Presets option for widgets that have their own Preset Period (e.g., Line Chart, Area Chart, Map).
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