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 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 use filter logic in list view?
After you Specify Filter Criteria while creating a List View or Report, 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 matches only Filter 3.
How to improve the performance of Salesforce Knowledge Reports?
Fields Available on Salesforce Knowledge Reports Improve Report Performance: Best Practices Improve Dashboard Performance: Best Practices Idea Reports Create a Custom Report Type in Collaborative Forecasts Relative Date Filter Reference Tips for Filtering on Multiple Currencies Filter Report Data by Role Hierarchy
How to create a filter dashboard in Salesforce classic?
Build a Salesforce Classic Dashboard Filter Dashboards via URL Parameters in Lightning Experience Dashboard Component Properties in Accessibility Mode Switch Between a 12 or 9-Column Dashboard Layout Modify a Dashboard Component in Salesforce Classic
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 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 filter data 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.
How do I filter logic in Salesforce reports?
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 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 use cross filters in Salesforce?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. ... Choose with or without .Select a child object from the dropdown or search by its name. ... Optionally, to add filters on the secondary object, add subfilters: ... Click OK.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 <.
