Advanced Filters On Custom Analytical Widgets

Users can set up advanced filters on custom analytical widgets, such as specifying the start
date as "5 days from today" and the end date as "20 days from today".

Complete the following steps to set up advanced date filters on custom analytical widgets:

  1. Log in to ONE system.

  2. From the starting dashboard, click the Edit the Dashboard button.

    images/download/attachments/144835415/image2021-5-2_21-45-10-version-1-modificationdate-1656016881000-api-v2.png


    The dashboard becomes editable.

  3. Click the Add a Widget button.

    images/download/attachments/144835415/image2021-5-2_21-45-56-version-1-modificationdate-1656016881000-api-v2.png


    The Add a Flexible Widget popup appears.

  4. Click the Custom Analytic Widgets tab, and then click the Create button.

    images/download/attachments/144835415/image2021-5-2_21-47-2-version-1-modificationdate-1656016881000-api-v2.png


    The Create a Widget screen appears.

  5. Select a data source fact from the left-hand pane.

    images/download/attachments/144835415/image2021-5-2_21-47-47-version-1-modificationdate-1656016881000-api-v2.png


    The widget configuration popup appears.

    images/download/attachments/144835415/image2021-5-2_21-48-17-version-1-modificationdate-1656016881000-api-v2.png
  6. Navigate through the All Fields pane and select various facts to populate the
    widget with. For this example, we are specifically selecting date fields.
    The selections appear in the four right panes.

    images/download/attachments/144835415/image2021-5-2_21-48-52-version-1-modificationdate-1656016881000-api-v2.png
  7. Click Apply.
    The chart loads.

    images/download/attachments/144835415/image2021-5-2_21-49-21-version-1-modificationdate-1656016881000-api-v2.png
  8. Click the Filter Options button in the top right, then open the Add a field
    dropdown menu and select a field.

    images/download/attachments/144835415/image2021-5-2_21-49-58-version-1-modificationdate-1656016881000-api-v2.png


    The Filter Options popup updates.

    images/download/attachments/144835415/image2021-5-2_21-50-35-version-1-modificationdate-1656016881000-api-v2.png
  9. Click the Calendar icon images/download/attachments/144835415/image2021-5-2_21-51-10-version-1-modificationdate-1656016881000-api-v2.png and then click the Ellipses images/download/attachments/144835415/image2021-5-2_21-51-37-version-1-modificationdate-1656016881000-api-v2.png icon.

    images/download/attachments/144835415/image2021-5-2_21-51-50-version-1-modificationdate-1656016881000-api-v2.png


    The Pattern Select popup appears.

    images/download/attachments/144835415/image2021-5-2_21-52-23-version-1-modificationdate-1656016880000-api-v2.png
  10. From the Pattern Select popup select a date pattern, such as "3 days ago", "1 week
    ago", and so on. The following table describes the various options.

    images/download/attachments/144835415/image2021-5-2_21-53-46-version-1-modificationdate-1656016880000-api-v2.png The selected date is dynamic and is not static. For example, if you select a
    date range from "2 week ago" to "2 weeks from now", the date range will
    be a rolling four week period centered on whatever the current date is.

    Tab

    Image

    Description

    Pattern

    images/download/attachments/144835415/image2021-5-2_21-55-44-version-1-modificationdate-1656016880000-api-v2.png

    The Pattern tab allows you to specify your
    own pattern.

    1. In the Select A Time For Current Day
      dropdown, select either Midnight or
      Current Time.

    2. Select either Plus or Minus in the
      text field.

    3. Enter a number in the next text field.

    4. From the final dropdown menu,
      select a frequency. The available
      options are Minutes, Hours, Days,
      Weeks, Months, Years, Fiscal Week,
      Fiscal Month, Fiscal Quarter, and Fiscal Year.

    Day

    images/download/attachments/144835415/image2021-5-2_21-58-14-version-1-modificationdate-1656016880000-api-v2.png

    The Day tab allows you to select "Today" as a
    date or any day in the past or future relative to
    today in increments of one day. The options
    are:

    • ...

    • 2 days ago

    • 1 day ago

    • Today

    • 1 day from now

    • 2 days from now

    • ...

    Week

    images/download/attachments/144835415/image2021-5-2_22-2-2-version-1-modificationdate-1656016880000-api-v2.png

    The Week tab allows you to select "This week"
    as a date or any week in the past or future
    relative to this week in increments of one
    week. The options are:

    • ...

    • 2 weeks ago

    • 1 week ago

    • This week

    • 1 week from now

    • 2 weeks from now

    • ...

    Month

    images/download/attachments/144835415/image2021-5-2_22-3-24-version-1-modificationdate-1656016880000-api-v2.png

    The Month tab allows you to select "This
    month" as a date or any month in the past or
    future relative to this month in increments of
    one month. The options are:

    • ...

    • 2 months ago

    • 1 month ago

    • This month

    • 1 month from now

    • 2 months from now

    • ...

    Year

    images/download/attachments/144835415/image2021-5-2_22-4-20-version-1-modificationdate-1656016880000-api-v2.png

    The Year tab allows you to select "This year" as
    a date or any year in the past or future relative
    to this year in increments of one year. The
    options are:

    • ...

    • 2 years ago

    • 1 year ago

    • This year

    • 1 year from now

    • 2 years from now

    • ...



  11. Click Apply.

  12. Repeat steps 9, 10, and 11 for the second date field in the Filter Options popup.

    images/download/attachments/144835415/image2021-5-2_22-7-18-version-1-modificationdate-1656016880000-api-v2.png
  13. Click Apply in the Filter Options popup.
    The chart updates.

    images/download/attachments/144835415/image2021-5-2_22-7-53-version-1-modificationdate-1656016880000-api-v2.png
  14. Click Save Widget As.
    The screen updates.

    images/download/attachments/144835415/image2021-5-2_22-8-22-version-1-modificationdate-1656016880000-api-v2.png
  15. Enter a Widget Name and a Widget Description.

  16. Click Save Widget.
    You are returned to the Add a Flexible Widget page.
    images/download/attachments/144835415/image2021-5-2_22-9-15-version-1-modificationdate-1656016880000-api-v2.png Recently worked on

  17. Click Add Widget.
    The custom widget with a rolling date range is added to the dashboard.

    images/download/attachments/144835415/image2021-5-2_22-9-45-version-1-modificationdate-1656016880000-api-v2.png