Last Modified Date: 27 Nov 2023
Step 1: Create Start Date and End Date Parameters
- In the left-hand data pane, click the drop-down arrow at the top right of Dimensions, and then select Create > Parameter.
- In the Create Parameter dialog box, name the parameter. In the example workbook, the parameter is named Start Date.
- Under Data Type, select Date.
- Under Allowable values, select Range.
- Select When workbook opens and select the date field. In the example workbook, the date field is named Order Date.
- Click OK.
- Right-click the Start Date parameter in and select Duplicate
- Right-click the Start Date (copy) parameter and select Rename. Rename the parameter to End Date.
- Right-click each parameter and then select Show Parameter Control.
Step 2: Create a Date Range Calculation
- Right-click Order Date in the Dimensions pane and then select Create > Calculated Field.
- Name the calculated field Date Range Filter, and type the following in the Formula window, and then click OK:
[Order Date] >= [Start Date] AND [Order Date] <= [End Date]
Step 3: Add Date Range to Filters
- Drag Date Range Filter to the Filters shelf.
- In the Filter dialog, check only True, and then click OK.
- Optional: Right-click Date Range Filter on the Filters shelf, select Apply to Worksheets > All Using this Data Source.
Creating start and end date parameters provides more flexibility over the standard range of dates filter. Examples of when you might want to use start/end parameters rather than the range of dates filter include:
- Applying the date range to only specific fields and not the whole view. This would involve creating a calculation like
IF [Date Range Filter] THEN [Field] END
- Sharing the filter across multiple data sources when date field is NOT an active blending link. This would involve creating a calculation like [Date Range Filter] in each data source
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