Dashboards

Tutorial: How Do I Use The Date Filter In Dashboards?

 

This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

 

22 STEPS

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

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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 assess 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