Use these filters to specify the date range you want to look at: Fixed date range, for example between August 1, 2018 and June 2, 2017 Relative date range, for example between two years ago and last month
What are relative dates in Salesforce?
What are Relative Dates? This Salesforce Help article about Relative Dates explains them in more detail, but the short version is that instead of using a specific date like 4/1/2019, you can use a “relative” date like “TODAY”, “NEXT WEEK”, “LAST QUARTER”, and so on.
What is datetime in Salesforce?
A date literal is a fixed expression that represents a relative range of time, such as last month, this week, or next year. 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.
Why should I use relative dates in my reports?
Additionally, you can “build once, use forever” since relative dates will always be current. They’ll help with data quality, so you don’t have users creating reports and then forgetting about them. And of course, your users will be thankful too, since they will always see the current information on a report or dashboard. 1.
What is a “relative date”?
This Salesforce Help article about Relative Dates explains them in more detail, but the short version is that instead of using a specific date like 4/1/2019, you can use a “relative” date like “TODAY”, “NEXT WEEK”, “LAST QUARTER”, and so on.
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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 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.
What does last week mean in Salesforce?
on the day after the current day and continues for 24 hours. LAST WEEK. Starts at 12:00:00 AM on the first day of the week before the current week and continues for seven days. THIS WEEK. Starts at 12:00:00 AM on the first day of the current week and continues for seven days.
What is relative date filter?
Relative date filters dynamically update to show a time period relative to when you open the view, such as the current week, the year to date, or the past 10 days. Relative date filters make it easy to create views that always show the most recent data.
What are relative dates?
A relative date is a period of time that is relative to the current date (last week, last month, etc.).
How many filters can you add to a Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
What is last stage change date Salesforce?
Last Stage Change Date is the Last Time when the Opportunity Stage was Last Changed and this will be same for all entries for an opportunity. Last Modified is the actual date when the stage was changed.
What is historical trending in Salesforce?
What is Historical Trend Reporting? Historical Trend Reporting is a niche reporting feature available on Salesforce. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.
What are cross filters in Salesforce?
Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.
How do I make a date slicer relative?
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 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 you filter date?
To use advanced date filters:Select the Data tab, then click the Filter command. A drop-down arrow will appear in the header cell for each column. ... Click the drop-down arrow for the column you want to filter. ... The Filter menu will appear. ... The worksheet will be filtered by the selected date filter.
What are relative dates in dashboard?
They can be extremely handy for keeping your dashboard relevant to people looking at it. Example areas for filters are things like a Region or Territory, a Role or Management Chain, and of course, our old friend Dates. One thing to note is that Dashboard Filters filter EVERY component on your dashboard, so bear that in mind when creating them.
Can you use relative dates in Process Builder?
Finally, you can also use Relative Dates within your Process Builder Criteria with a little help from our friend Formula Builder. Although you technically can’t use relative dates as-is, you can use Date formulas to accomplish much the same thing.
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 <.