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.
Full Answer
Why can’t I use date filters in schedule-triggered flow?
For more information, see Trust. When using the Start element to filter records for a Schedule-Triggered Flow, you may have trouble using Date filters. The Date filter field only allows dates to be entered manually instead of allowing Date fields or variables.
How to use Salesforce reports in quip filtering?
Salesforce Reports in Quip Filtering Report Charts to Show Data Relevant to the Page Edit a Row-Level Formula Edit a Cross Filter Example: Use WITH in Cross Filters Show Report Data Graphically Create a Report
How do I filter for records created on a specific date?
The first option would be to create a boolean formula field that evaluates to true if the current date meets the criteria you set. The example formula below would allow you to use a field to filter for records created on the date that the Flow runs.
How do I filter for datetime in a query?
If you specify a dateTime format in a query, you can filter only on dateTime fields. Similarly, if you specify a date format value, you can filter only on date fields. The zone offset is always from UTC.
How do I add a date range filter in Salesforce?
Create Search Filters for Date RangesCreate a search filter and set its target field to your date field.Set the filter value to the last date in your date range. Filter value dates must have the format of YYYY-MM-DD.Make sure that the Hidden checkbox field is deselected.
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 filter logic in Salesforce?
3:234:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor those with more than a thousand employees open the more options menu and select add filter logicMoreFor those with more than a thousand employees open the more options menu and select add filter logic.
How do I add a field filter 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.
What is date range filter?
Date Range Filters are used to limit the results on a Dashboard to data that falls in (or outside of) certain date and time groupings. Date Range Filters are available for properties with Date, DateTime, and Time data types.
When adding dates to a slicer what control appears?
The slicer automatically picks up the start date and the end date from the date column and adds the column name to the slicer heading as a title (#5). In this case it's, “Date_Checked.” By default, the slicer displays the date with the Between option, so I don't need to change a thing at this point.
How do I use logic filters?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.
How do I add a filter criteria in Salesforce?
Set Up Data FiltersTo only mask data that meets the filtering criteria, switch Data Filter to Active.Select one of more fields to apply the filter to.Select the operator to apply to the field. ... Select the matching criteria. ... If necessary, add more conditions, and repeat steps 3 and 4.More items...
What is cross filter logic in Salesforce?
Cross Filter are used to filter the results by including or excluding records from related objects and their fields, without the need of writing formulas or code.
What is field filter in Salesforce?
Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date.
Can you filter columns in Salesforce?
When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.
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.
Filter Logic A: (1 AND 2 AND 3)
If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who's Zip/Postal Code is both "43215" AND "43214."
Filter Logic B: (1 OR 2) AND 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either "43215" OR "43214" and will also return ALL Prospects with a Market Segment of "Columbus" (regardless of their Zip/Postal Code).
Filter Logic C: (1 AND 3) OR (2 AND 3)
This Filter Logic will return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43214."
Filter Logic D: (1 OR 2) NOT 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either "43214" OR "43215" and will also return ALL Prospects with a Market Segment that is NOT "Columbus."
Filter Logic D: (1 NOT 3) OR (2 NOT 3)
This Filter Logic will return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43214."
Date Formats
A fieldExpression uses different date formats for date and dateTime fields. If you specify a dateTime format in a query, you can filter only on dateTime fields. Similarly, if you specify a date format value, you can filter only on date fields.
Date Literals
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 <.
