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myEDITED: How Do I Analyze Specific Dates in Dashboards?

 

The Date Selector is located in the top right of your dashboard. 

Clicking on it opens up a Calendar filter panel, allowing you to select from a number of predefined date ranges, or your own custom date range, referred to as period A. 

 

 

How Do I Use Predefined Date Ranges?

These cover the days/weeks preceding but do not include the current day/week. Click on the Date range dropdown to select.

 

How Do I Use Custom Date Ranges?

If the pre-defined date ranges aren't suitable for your analysis, you can select a custom period. Use the calendar to select your date period.

 

How you select this will depend on the Granularity. 

  • If you choose Daily, you can select a period that spans up to 14 days.
  • If you choose Weekly, you can select a period up to 13 weeks.

 

Your granularity choice will affect how data is visualized in your dashboard.

  • Daily presents a data point for each day within your custom date range.
  • Weekly presents a data point for each full week within your custom date range.

 

How Do I Compare Date Ranges?

Within the Calendar, you also have the option to compare to a second time frame (period B) by either selecting:



Prior Period: Analyze the preceding date range selected.
E.g. If your date range (period A) is Last Week and you select to compare to Prior Period (period B), the B period will relate to the preceding week.

Last Year: Analyze the same date range selected the year prior. 
E.g. If your date range (period A) is Last Week and you select to compare to Last Year (period B), The B period will relate to the same week last year.

Choose None if you don't want to compare dates in your dashboard analysis.

 

Date Selector Tutorial

Work through a series of examples to learn how to choose the right dates for your analysis.

 

22 STEPS

1. This tutorial will teach you how to adjust the date filters for your dashboard analysis.

Step 1 image

2. Click the Date Selector.

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3. Click the Date range dropdown.

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4. This will give you a section of preconfigured date periods or the option to choose a custom one.

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5. For this example select This Week.

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6. You can select None if you do not want to compare your data to a previous date period.

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7. Click the Compare to dropdown.

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8. for this example select Prior Period.

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9. Click Apply.

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10. Now let's look at how to compare seasonally, for example, compare the first half of spring to the same period last year.

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11. Click the Date Selector.

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12. Click the Date range dropdown.

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13. Click Custom for specific time periods.

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14. Click the Granularity dropdown.

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15. Select Weekly.

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16. Select the start of your custom date period (Jan 7, 2024).

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17. Select the end of your custom date period (Mar 24, 2024).

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18. Scroll down and click Compare to dropdown.

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19. Selecting last year will provide a clear YoY comparison to asses change in your competitor's strategy or your own, if you are an Enterprise customer.

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20. Click Last Year.

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21. Click Apply.

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22. Your dashboard will now be populated with data relating to the dates selected.

You have now completed the tutorial.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2368928/Dashboards---How-to-Use-The-Date-Filter