Let's see how to create a Custom Date Filter in CRM Analytics
Step 1 — Create a chart where you want to apply custom filter . I use Superstore 2022 dataset and name the lens as 'SalesByCity'.
After evaluating the binding, CRM Analytics produces this date range filter . For relative dates , assume that the date widget returns these relative datas based on your selection. After evaluation, this data range filters results. Create a custom query with rows for each custom date range. You can specify ranges using absolute or relative dates .
A SAQL use case with dates
I'll go ahead and add my filters and group by published date (Y-M). Next, I'm going to create a running total formula to see what is the total number of blogs. I'll use the compare table/formula function to do this. Let the SAQL begin Now it's time to switch to SAQL. You may be thinking why?
Furthermore, visual representations like the one above help us fully grasp the concept of Let S See How To Create A Custom Date Filter In Crm Analytics.
A date filter widget allows dashboard viewers to filter the CRM Analytics dashboard results based on a selected date range. The range can use relative dates based on UTC (like 2 years ago), absolute dates (like 1/15/2016), or presets (like Current Fiscal Year To Date ). For example, you can add a date widget to filter support cases, showing only cases that closed this month or last month.
CRM Analytics
Output with filter selection: 6 months ago to 3 months ago This setup allows us to dynamically filter opportunities based on various date ranges, providing a more focused view of the data.
One date widget, two date filters, plus an offset
As we can see from the illustration, Let S See How To Create A Custom Date Filter In Crm Analytics has many fascinating aspects to explore.
Creating the query I start from a compare table and apply my filters - that's always easier than going directly to writing SAQL - and apply the current year filter as normal. Now for my previous year filter , I just create a placeholder using amount instead of the Close Date . See the image below for an illustration of what I mean.
How to create dynamic date range filter with calendar picker in Salesforce dashboard using Coefficient google-sheets Add- in (500k+ users) Learn how to add Google Analytics -style calendar picker functionality to Salesforce dashboards using dynamic date filters for better reporting.
Working with dates and epochs in Data Recipes
Salesforce dashboard date filter allowing users to select custom date ranges on the fly using Coefficient google-sheets Add- in (500k+ users) Enable on-the-fly custom date range selection in Salesforce dashboards with instant filtering and dynamic analysis capabilities for flexible reporting.
