---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Configure a Date filter

# Configure a Date filter in the inline editor {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Let users select predefined periods or specify custom start and end dates for the
data on a dashboard tab.

## Before you begin

Important:  
This procedure assumes you've created a filter in the Filter designer or added a filter to your dashboard with the Date filter type. For instructions, see [Create or add a filter on an inline dashboard](https://servicenow-prod.fluidtopics.net/0thTiNrf5lrX6UD~pTwNtA "Create a filter or select one from the filter library. When creating a filter, name it, and choose whether to create a single select, multiple select, date, or true/false filter.") or [Create a filter in the Filter Designer](https://servicenow-prod.fluidtopics.net/~VGMFTb4LlClO4M0Sxyw5g "Create a Platform Analytics filter in the Filter Designer and add it to the library for reuse.").

Role required: In the dashboard inline editor: dashboard_admin, or you must be the dashboard owner or have had editing rights shared with you.

In the Filter Designer (LibraryFiltersNew): analytics_filter_admin, admin

## About this task

Date filters apply to Score, Time series, Bar, and Pie/Donut visualizations. For indicator data, the Apply date range option must be turned on in the visualization's configuration panel (except for time
series, where it's implicitly always on). The filter applies to all such visualizations in the same dashboard or dashboard tab as the filter.

## Procedure

1. Create a filter and select the Date filter type, as described in [Create or add a filter on an inline dashboard](https://servicenow-prod.fluidtopics.net/0thTiNrf5lrX6UD~pTwNtA "Create a filter or select one from the filter library. When creating a filter, name it, and choose whether to create a single select, multiple select, date, or true/false filter.") or [Create a filter in the Filter Designer](https://servicenow-prod.fluidtopics.net/~VGMFTb4LlClO4M0Sxyw5g "Create a Platform Analytics filter in the Filter Designer and add it to the library for reuse.").
2. Specify the data to filter.  
   The filter is applied automatically to all Performance Analytics indicators and MetricBase KPIs on the tab or in the dashboard.  

   You can add any number of date fields on tables to apply the filter to. If you add a table field, you can also choose to apply the filter to the hierarchy of related tables: Parents, children, siblings, and any database
   views that contain the table.
3. In Date filter view, select the options that the runtime user has for choosing date ranges:
   * Both calendar and relative ranges, such as seven days or Year To Date (YTD)
   * Calendar only
   * Relative ranges only

   {#create-date-filter-workspace__ul_mkq_15g_4vb}  
4. **Optional:** If you're letting the users select from relative ranges, you can select which relative ranges they can choose from in Select predefined ranges.  
   You cannot add your own predefined ranges, such as for a business calendar.
5. To let users filter on the time in hours and minutes instead of only the date, enable Allow time selection.
6. **Optional:** In Default values, specify a relative range to filter on automatically when the dashboard is opened.
7. To let users clear the values they selected for the filter, enable Allow filter clearance.
8. Select Save.

## Result

The filter is ready to use when you exit editing mode.

## What to do next

If you have the required roles, add the filter to the filter library. You can also reconfigure, delete, or duplicate the filter. For more information, see [Edit a Platform Analytics filter on a dashboard](https://servicenow-prod.fluidtopics.net/94dN5ZOMisADiVnJdOfImw "When you highlight a filter on a dashboard that you have put into edit mode, you have several editing options depending on whether the filter is local to the dashboard or saved in the library.").
**Related tasks**   

* [Create or add a filter on an inline dashboard](https://servicenow-prod.fluidtopics.net/0thTiNrf5lrX6UD~pTwNtA "Create a filter or select one from the filter library. When creating a filter, name it, and choose whether to create a single select, multiple select, date, or true/false filter.")
* [Create a filter in the Filter Designer](https://servicenow-prod.fluidtopics.net/~VGMFTb4LlClO4M0Sxyw5g "Create a Platform Analytics filter in the Filter Designer and add it to the library for reuse.")
* [Create a filter on a technical dashboard in UI Builder](https://servicenow-prod.fluidtopics.net/JyUuRAjLX8MzauPuYcS93g "To filter data visualizations and simple lists in a technical dashboard, add a filter component in UI Builder and configure event handlers.")
* [Make a data visualization act as a filter](https://servicenow-prod.fluidtopics.net/W8NWMgbyvJiSn6czAm2Pfw "You can set a data visualization to act as a filter on a dashboard that contains it. Only table or indicator data can be so filtered.")
* [Configure a Single/Multiple select or cascading filter](https://servicenow-prod.fluidtopics.net/yVymizSPEvjsu60p3X9Lhg "Let users filter a dashboard tab on one or more values from a set of choices, such as incident priority. You can have a single or multiple select filter follow another filter in a cascade.")
* [Configure a True/False filter](https://servicenow-prod.fluidtopics.net/QrpfPzieuXH3HeEaQ5E5fQ "Let users filter on true/false fields and breakdown elements. For example, you can enable users to choose only the incidents where the Active field is set to true.")
* [Create a domain filter](https://servicenow-prod.fluidtopics.net/oU5whQkvpXtgiLIkPH~kRw#create-domain-filter "Create a domain filter so that you can filter data visualizations on domains in a domain-separated instance. Domain filters enable the user to see data associated with one or more domains.")
* [Edit a Platform Analytics filter on a dashboard](https://servicenow-prod.fluidtopics.net/94dN5ZOMisADiVnJdOfImw "When you highlight a filter on a dashboard that you have put into edit mode, you have several editing options depending on whether the filter is local to the dashboard or saved in the library.")
* [Troubleshoot breakdown filters](https://servicenow-prod.fluidtopics.net/KXd~8V72dkaXPdwUqS~7JQ "In Platform Analytics experience, it's not possible to do extend the functionality of a migrated breakdown filter that doesn't have an associated indicator.")

*[\>]: and then


