Session

A Time Stone for Your Report and Dashboard Filters

Dashboard filters allow any running user to change the parameters for the data being visualized. With a limit of three dashboard filters, it sometimes takes a little creativity (or help from Dr. Strange) to provide all the flexibility required. Using a formula field as the basis, a single dashboard filter can be used to control the time frame to meet hundreds of requirements. Users can toggle between whole time frames, multiple time frames, and even complex year-to-date, quarter-to-date, and month-to-date options - all from a single dashboard filter that lets you travel through time at the click of a button. Say goodbye to all those individual checkbox fields keeping track of “x-to-date” calculations - this solution will dissect the configuration that provides the ultimate flexibility for filtering the time frame in a report or dashboard.

Evan Ponter

Founder & Principal Consultant - Ponter Solutions

Baltimore, Maryland, United States

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