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Global Date Filters on Dashboards

Use global date filters when you want one date selection (like Last 30 Days or This Quarter) to update multiple widgets at once.

What this does

Section titled “What this does”

Global date filtering is a dashboard-level date chip (Filter by date) in the filter bar. Widgets participate only when they are configured with a date mapping in the widget editor.

Use this when you want:

  • Consistent date ranges across charts and KPI widgets
  • Faster dashboard exploration without editing filters in every widget

Important behavior

Section titled “Important behavior”

You do not create a Filter Variable to enable global date filtering.

The date filter chip appears automatically when at least one widget is configured to participate.

Before you start

Section titled “Before you start”
  • You can edit the dashboard
  • Your widget data layers use datasets with date/datetime columns
  • You know which date field each widget should use (for example created_at, closed_date, or invoice_date)

Step 1: Map each widget to the global date filter

Section titled “Step 1: Map each widget to the global date filter”

For each widget that should respond to the dashboard date chip:

  1. Hover the widget and click Edit.
  2. Select the data layer you want to configure.
  3. In Filtering & Display, use one of these options:
    • Date Filter Column (optional): pick the date/datetime column this data layer should follow.
    • Use X Axis in Dashboard Date Filter (when shown): turn this on if your X Axis is a date/datetime field and you want the X Axis to drive date filtering.
  4. Click Save & Close.

Repeat for each widget (and each relevant data layer).

Step 2: Use the date filter chip on the dashboard

Section titled “Step 2: Use the date filter chip on the dashboard”
  1. Return to the dashboard view.
  2. In the filter bar, click the Filter by date chip.
  3. Choose a range (for example Last 7 Days, This Month, This Quarter).
  4. Confirm all mapped widgets update.

If a widget does not update, it usually is not mapped to a date field in its data layer settings.

Date filter modes in the Filter by date chip

Section titled “Date filter modes in the Filter by date chip”

When you open Filter by date, you can choose between two modes:

Date Range

Section titled “Date Range”

Use this for fixed calendar windows.

  • Quick Select presets: Today, Yesterday, Week to Date, Last Week, Month to Date, Last Month, Quarter to Date, Last Quarter, Year to Date, Last Year
  • Custom Range: pick exact start and end dates
  • Best for snapshots like “this month” or explicit reporting windows

Note on “to date” presets: Week to Date, Month to Date, Quarter to Date, and Year to Date set the start date to the beginning of the current period and leave the end date as today. Use these when you want data from the start of the period up to now, rather than the full completed period.

Rolling Date Range

Section titled “Rolling Date Range”

Use this for relative windows that move forward as time passes.

  • Configure a rolling rule (for example a trailing period)
  • The effective range updates over time without manually reselecting dates
  • Best for dashboards that should stay continuously current

Compare To (optional)

Section titled “Compare To (optional)”

In either mode, you can add a comparison period:

  • No comparison
  • Previous period
  • Same period last year
  • Custom range

For admin/staff users, Set as Default saves the current date filter selection as the dashboard default for all viewers.

Calendar icon on widgets (global date filter indicator)

Section titled “Calendar icon on widgets (global date filter indicator)”

When a widget is controlled by the global date filter, a small calendar icon appears on the widget as a status indicator.

  • The icon means the widget is participating in global date filtering
  • Hovering or clicking the icon opens details including:
    • the active global date range (or no range selected)
    • which widget date column(s) are being filtered

Use this icon to quickly verify whether a specific widget is wired to the dashboard date chip.

Optional: custom date ranges in the date menu

Section titled “Optional: custom date ranges in the date menu”

If needed, admins can add custom date ranges to the date filter menu from dashboard settings:

  • Dashboard settings → Date filter custom date ranges

This setting references a Filter Variable for the custom range list only. It does not replace widget date mapping.

Best practices

Section titled “Best practices”
  • Use one clear date field per widget data layer for predictable results
  • Keep date semantics consistent across widgets (for example, all based on created date or all based on closed date)
  • Verify each data layer in multi-layer widgets is mapped intentionally
  • Set an expected default date range before sharing dashboards broadly

Troubleshooting

Section titled “Troubleshooting”

The date chip is missing

Section titled “The date chip is missing”
  • Confirm at least one widget data layer has Date Filter Column set, or Use X Axis in Dashboard Date Filter enabled with a date/datetime X Axis
  • Save the widget and refresh the dashboard view

A widget does not respond to the global date filter

Section titled “A widget does not respond to the global date filter”
  • Open widget editor and verify mapping in Filtering & Display
  • Check the selected field is date/datetime
  • For chart widgets using X Axis mapping, confirm the X Axis field is date/datetime

Dashboard shows little or no data

Section titled “Dashboard shows little or no data”
  • The selected range may be too narrow
  • Widen the date range and retest
  • Verify dataset sync is current

Date ranges look shifted or unexpected

Section titled “Date ranges look shifted or unexpected”
  • Review relative date options in the date picker
  • Confirm timezone settings if date boundaries look off
Section titled “Related topics”