how to filter by date in salesforce

It’s simple to filter reports by one date field. Use the Date Field drop down in the filter section of the report editor and choose your relative Date Range. But if you want to filter on another date you need to add a new filter which doesn’t give you the Date Range drop-down. Luckily Salesforce allows you to type in the same ranges using “special date values”.

Full Answer

How to create a date range filter in Salesforce?

Use the Date Field drop down in the filter section of the report editor and choose your relative Date Range. But if you want to filter on another date you need to add a new filter which doesn’t give you the Date Range drop-down. Luckily Salesforce allows you to type in the same ranges using “special date values”.

How do I filter reports by a specific date?

It’s simple to filter reports by one date field. Use the Date Field drop down in the filter section of the report editor and choose your relative Date Range. But if you want to filter on another date you need to add a new filter which doesn’t give you the Date Range drop-down.

How to filter results by datetime and dateonly fields?

You can filter results by DateTime and DateOnly fields. Filters can include exact dates, specific date ranges, or relative date ranges. Filter with binary comparison operators ==, !=, <, >, <=, and >= only after your query’s foreach statement, post-projection.

How do I put two dates in the same range in Salesforce?

Luckily Salesforce allows you to type in the same ranges using “special date values”. So you can add a filter field and select the other date field and type the relative value in the spot where you would normally put one date.

How do I add a date filter to a Salesforce report?

Between calendar dates:Select your date field from the list of available fields and click 'Add Filter Value'Change the operator to 'between'Leave the date type as 'Calendar'Choose a 'Start Date' and an 'End Date'You can rename the display text for your filter if required.Click 'Apply'

How do you filter dates by date?

Date FiltersClick any single cell inside a data set.On the Data tab, in the Sort & Filter group, click Filter. ... Click the arrow next to Date.Click on Select All to clear all the check boxes, click the + sign next to 2015, and click the check box next to January.Click OK. ... Click the arrow next to Date.More items...

How do you filter a date range?

Filter for Specific Date RangeClick the drop down arrow on the Row Labels heading.Select the Field name from the drop down list of Row Labels fields.Click Date Filters, then click Between…In the Between dialog box, type a start and end date, or select them from the pop up calendars.More items...•

How do I create a date range in Salesforce report?

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 you filter a date column?

To insert the Auto Filter, select the cell A1 and press the key Ctrl+Shift+L. And filter the data according to the month and year. This is the way we can put the filter by the date field in Microsoft Excel.

How do you use the filter function?

The FILTER function takes three arguments: array, include, and if_empty. Array is the range or array to filter. The include argument should consist of one or more logical tests. These tests should return TRUE or FALSE based on the evaluation of values from array.

How do I add a date filter to sheets?

Steps: Select the range A1:F and go to Data > Create a filter. Click on the filter drop-down in cell F1 and click “Filter by condition”. Then From the drop-down below, select “Is between”.

How do I sort by date mm/dd/yyyy in Excel?

Sort by datesDrag down the column to select the dates you want to sort.Click Home tab > arrow under Sort & Filter, and then click Sort Oldest to Newest, or Sort Newest to Oldest.

How do I filter a pivot table by date?

Click the down arrow next to Column Labels or Row Labels in the PivotTable. Point to Date Filters, and then select a filter from the list.

How do I add a date filter in Salesforce dashboard?

Go to the Dashboard you wish to modify and click the Edit button.Click the +Filter button from the Edit screen.Search for the field you want to use as the filter – in my case, Contact Created Date. ... After you click Apply, click Add. ... That's it!

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 you bucket a date field in Salesforce?

Bucket a Date Field in a RecipeOn the column header of the date field you want to bucket, click. ... Enter a start date and end date for Bucket1, and enter a name for the bucket. ... To add more buckets, click.More items...

What time does the next quarter start?

Starts at 12:00:00 a.m. on the first day of the current quarter and continues to the end of the quarter. NEXT QUARTER. Starts at 12:00:00 a.m. on the first day of the quarter after the current quarter and continues to the end of that quarter.

Can you filter on another date in Salesforce?

But if you want to filter on another date you need to add a new filter which doesn’t give you the Date Range drop-down. Luckily Salesforce allows you to type in the same ranges using “special date values”. So you can add a filter field and select the other date field and type the relative value in the spot where you would normally put one date.

Do you need to run reports that show records that have 2 relative date filters?

Say, all contacts that were created last year AND whose feedback date was last year?

What is datetime field in Salesforce?

dateTime field values are stored as Coordinated Universal Time (UTC). When a dateTime value is returned in Salesforce, it’s adjusted for the time zone specified in your org preferences. SOQL queries, however, return dateTime field values as UTC values. If you want to process these values in different time zones, your application might need to handle the conversion.

What is select clause in Salesforce?

The SELECT clause supports formatting of standard and custom number, date, time, and currency fields. These fields reflect the appropriate format for the given user locale. The field format matches what appears in the Salesforce Classic user interface.

How to use date literal in field expression?

A fieldExpression can use a date literal to compare a range of values to the value in a date or dateTime field. Each literal is a range of time beginning with midnight (00:00:00). To find a value within the range, use =. To find values on either side of the range, use > or <. The following table shows the available list of date literals, the ranges they represent, and examples.

Do you put quotes around the date in field expression?

For a fieldExpression that uses date formats, the date is not enclosed in single quotes. Don’t use quotes around the date. For example:

How to create a unique name in Salesforce?

The View Unique Name is what the name of the View looks like to the Salesforce database. It must have underscores between words and no punctuation. If you type in a name in the View Name box and then press your Tab key, the system will create the View Unique Name for you.

How many fields can you filter in Lead?

The wizard displays up to five field placeholders, however if you click the “Add Row” link you can have up to 10 field filters.

What is the best practice for filtering in Step 2?

TIP: As a best practice, if you are filtering on a field in Step 2, display that field as a column in your View so you can spot check that you’re criteria is set properly!