Filter Metrics in a Visualization by Date

If you want to compare metrics at different times or by different dimensions, use the Filter by date parameter in the metric settings.

For example, if you want to compare the number of opened opportunities in the current week and month, add the same metric twice and select a different date filter for each instance.

Bar chart comparing the number of opportunities opened this week and this month. The left bar shows opportunities for this week, and the right bar shows opportunities for this month. Metrics are each assigned a different time filter.

Steps:

  1. Add a metric to the visualization.

  2. In the metric section, click Filter by date.

    Metric configuration panel with a metric selected and the filter by date option below highlighted. Below these options, the Created dimension is selected in the filter dropdown menu.

  3. In the drop-down menu, select the dimension.

    For details, see the Filter Metrics by Date with Different Date Dimensions.

  4. Select the period by which you want to filter the metric.

    You can select the current and previous years, quarters, months, and weeks, or a static period (a date range).

    Date filter options panel showing categories year, quarter, month, week, and other. Each category contains multiple time period options such as this year, last month, and static period.

    The visualization displays the metric in the selected period.

If you use the comparison option for a metric, the Filter by date option is not available for this metric. For more information, see Use Time-over-Time Comparison in Visualizations.

Filter Metrics by Date with Different Date Dimensions

If your visualization contains multiple metrics, and you want to use different date dimensions for each of them, specify a different dimension in the date filter of the metrics.

The visualization then displays the data filtered by the date dimensions that you specified.

In the following image, the visualization shows a column chart with the number of opportunities that each sales representative created and closed in the current year.

Bar chart comparing the number of opportunities each sales representative created and closed during the current year. The metric panel on the left lists two instances of the same metric, one filtered by created date and the other by closed date. Each bar is split into two colors for comparison.

How Date Filters Interact within the Same Visualization

You can set a date filter:

  • For individual metrics (Filter by date)
  • For a whole visualization (in the top bar)

Both date filters include:

  • The period itself (B in the following image), such as Last month, 3 years ago, or Static period.
  • Date dimension (A in the following image), such as Created, Assigned, or Closed.
Side-by-side panels showing how to define the date dimension and time period for metric-level filtering and visualization-level filtering. The date dimension is always at the top of the dialog, and the period is below it.

For example, you have a visualization that shows the trend of how the opportunities that were created last year were gradually closed month by month:

  • The metric filter is set to display the opportunities that were created from January 1 to December 31, 2017 (A in the image below).
  • The visualization filter is set to display the opportunities that were closed from January 1 to August 31, 2017 (B in the image below).

The resulting visualization applies both filters and shows the number of opportunities that were created and then also closed in the interval of January 1 to August 31, 2017.

Line chart showing the number of opportunities created and closed over time. The metric filter set to Number of opportunities created between Jan 1 and Dec 31 is visible in the metrics bucket. The visualization filter set to Number of opportunities closed between Jan 1 and Dec 31 is shown at the top of the chart.

The following opportunities are not included in the displayed data:

  • The opportunity that was created on December 2016 and closed on February 2017 - because this opportunity does not fit the metric filter (created on January 1 - December 31, 2017)

  • The opportunity that was created on July 2017 and closed on October 2017 - because this opportunity does not fit the visualization filter (closed on January 1 - August 31, 2017)

Use Time-over-Time Comparison