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How To Add A Date Filter

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32 views21 pages

How To Add A Date Filter

Uploaded by

shailenderojha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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HOW TO ADD A DATE FILTER

STEP 1: Assume that we have a Bar Chart view of Quantity Vs Ship Date
HOW TO ADD A DATE FILTER
STEP 2: Drag and drop the Ship Date to the Filters shelf
HOW TO ADD A DATE FILTER
STEP 3: Filter Field [Ship Date] dialog box will appear
Ensure that Relative Date option is selected
Click Next
HOW TO ADD A DATE FILTER
STEP 4: Filter [Ship Date] dialog box will appear
Click Relative dates
HOW TO ADD A DATE FILTER
STEP 5: There are many options to choose from under Relative dates section
For e.g., Click Years
HOW TO ADD A DATE FILTER
STEP 6: Select Last and use the up and down option to select the
required years e.g.: 5
Click OK
HOW TO ADD A DATE FILTER
STEP 7: The view is updated based on the Date Filter settings
HOW TO ADD A DATE FILTER
STEP 8: Right-click Ship Date and select Edit Filter
HOW TO ADD A DATE FILTER
STEP 9: Filter [Ship Date] dialog box will appear
HOW TO ADD A DATE FILTER
STEP 10: If required we can change the Anchor to relative date
The default Anchor date will be Today (i.e., date the workbook
is being accessed)
Click the Anchor relative to option and enter the required date
e.g.: 28-08-2019
Click OK
HOW TO ADD A DATE FILTER
STEP 11: The view is updated based on the new Date Filter
settings i.e., we see all 5 years in the data source from 2019
HOW TO ADD A DATE FILTER
STEP 12: Right-click Ship Date in the Filters shelf and select Show Filter
HOW TO ADD A DATE FILTER
STEP 13: Ship Date Filter must be visible on Top Right side of the view
HOW TO ADD A DATE FILTER
STEP 14: If required we can edit the filter options by clicking on
the drop-down of the filter
HOW TO ADD A DATE FILTER
STEP 15: Remove the Ship Date from the Filters shelf
HOW TO ADD A DATE FILTER
STEP 16: Drag and drop the Ship Date to the Filters shelf
HOW TO ADD A DATE FILTER
STEP 17: Select the required discrete date part e.g.: Months
Click Next
HOW TO ADD A DATE FILTER
STEP 18: Select the required months e.g.: April, May and June
Click OK
HOW TO ADD A DATE FILTER
STEP 19: The view is updated based on the new Date Filter settings
HOW TO ADD A DATE FILTER
STEP 20: Right-click MONTH(Ship Date) in the Filters shelf and select Show Filter
HOW TO ADD A DATE FILTER
STEP 21: MONTH(Ship Date) Filter must be visible on Top Right side of the view

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