how to add date filter with range salesforce

You can create custom date ranges in Salesforce reports by using Relative Date Filters. For example, to build a filter with a date range of 'Last 3 days', use the hardcoded date of 'All time'. Example: Add another filter using the same Date field, in this example: Created Date and click Use Relative Date:

Full Answer

What is a date range filter in Salesforce?

Salesforce officially calls these type of date range filters “Literal Filter Criteria” in Help, though I’ve also heard them referred to as “Relative” or “Rolling” date filters. They allow you to write a dynamic report that looks forward or backward for a set period of time based on when you ran the report.

How do I create a custom date range in Salesforce?

You can create custom date ranges in Salesforce reports by using Relative Date Filters. For example, to build a filter with a date range of 'Last 3 days', use the hardcoded date of 'All time'. Enter Last 3 days and click Apply. .

Can I use a date range filter in my dashboard?

In many cases this type of dynamic date filter can be desirable versus hard-coding a date range (for example in a Dashboard that reports sales “this month” or “last month”). You can use a literal date range filter on any date field available in your report.

How do I use a literal date range filter?

You can use a literal date range filter on any date field available in your report. Keep in mind if that date field is filtered elsewhere in your report (like in the report “Time Frame” section as in the screenshot below), you may get unwanted results.

How do you insert a date range filter?

To create a new date range filter open the filter pane at the top of the dashboard. Then, click the "+" button to the right of the dashboard-wide filter dropdown. Select "Create as date range filter" and then enter a title. *Note*: The custom filter cannot be named daterange, date_range, or aggregation.

How do I create a date range in Salesforce reports?

You can create custom date ranges in Salesforce reports by using Relative Date Filters. For example, to build a filter with a date range of 'Last 3 days', use the hardcoded date of 'All time'.

How do I add a filter criteria in Salesforce?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.

How do you add a date filter in power query?

Open your report in Power BI and from the “Fields” pane, select the “Date” field. Now, drag it to the “Filter on this page” field or “Filters on all pages” from the “Filters” option.

How do I add a filter to my dashboard in Salesforce?

Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.

How do I query a date in SOQL?

In a SOQL query, you can specify either a particular date or a date literal....Date Formats.FormatFormat SyntaxExampleDate onlyYYYY-MM-DD1999-01-01Date, time, and time zone offsetYYYY-MM-DDThh:mm:ss+hh:mm YYYY-MM-DDThh:mm:ss-hh:mm YYYY-MM-DDThh:mm:ssZ1999-01-01T23:01:01+01:00 1999-01-01T23:01:01-08:00 1999-01-01T23:01:01Z

How do I create a custom filter in Salesforce?

Create a Custom FilterFrom the App Launcher. ... To the right of the filter picklist, click. ... Enter the name, description, and dates to select. ... Set the field criteria. ... Choose the fields to display. ... Decide whether to share the filter with other dispatchers. ... Click Save.

How do I add multiple filters in Salesforce?

Click Add Cases Filter. From the Case Field dropdown, select Status. From the Operator dropdown, select equals. From the picklist lookup, enter or select Escalated....Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.

How do I add a cross filter in Salesforce?

Add Cross FiltersClick Reports, then find your Cases by Status report and click Edit.To open the Filters pane, click Filters.Click. and select Add Cross Filter.Leave with as the operator and select Activities as the secondary object.Click Apply.Click Save & Run.

How do I insert a date range in PBI?

Create the relative date range slicer Select the slicer on your canvas and then the carat in the upper-right corner of the slicer visual. If the visual has date data, the menu displays the option for Relative Date. For the relative date slicer, select Relative Date. You can then select the settings.

How do you create a date parameter in power query?

Create a parameterSelect Data > Get Data > Other Sources > Launch Power Query Editor.In the Power Query Editor, select Home > Manage Parameters > New Parameters.In the Manage Parameter dialog box, select New.Set the following as needed: Name. ... To create the parameter, select OK.

How do you make a date slicer slider?

0:043:55Power BI - Date Slicer - YouTubeYouTubeStart of suggested clipEnd of suggested clipThat you can choose from or just use the slider. This slider is optional. You have this slider tab.MoreThat you can choose from or just use the slider. This slider is optional. You have this slider tab. You can turn it on or off it'll be on by default.

Why is this a problem, you ask?

The relative time range filters are powerful because they dynamically filter data based on rolling dates so that as the user you aren’t always having to change the filter each time you run the report.

So how do we fix this?

Very simply, create a custom report type for Campaigns and you’ll magically now have the awesome Time Frame date range filter available in your reports when using that report type.