Filtering on Dates

Published: Sep 01, 2023

Filtering on Dates

Published: Sep 01, 2023

There are 2 types of values that can be used to filter dates in Popdock; constant date values and relative date values.

Constant date values are dates that don’t change over time. For example, you can select October 21st, 2015 as a constant date value.

Relative date values are calculated based on the current date. You can use these date filter values to create favorites that change based on when you use them. For example you can create favorites that show you the current month’s sales or tickets that are overdue.

Relative date types

Today

Today is the current date

Tomorrow

Tomorrow is the date that follows the current date

Yesterday

Yesterday is the date that precedes the current date

This week

The current week (Sun. thru Sat.) based on the current date

Last week

The previous week (Sun. thru Sat.) based on the current date

Next week

The following week (Sun. thru Sat.) based on the current date

This month

The current month based on the current date

Last month

The previous month based on the current date

Next month

The following month based on the current date

This quarter

The current quarter (using standard calendar quarters) based on the current date

Last quarter

The previous quarter (using standard calendar quarters) based on the current date

Next quarter

The following quarter (using standard calendar quarters) based on the current date

This year

The current year based on the current date

Last year

The previous year based on the current date

Next year

The following year based on the current date

 

How to add a relative date filter:

1. Select a date field to filter on. The date value will default to today’s date.

2. Select the Edit button before the date value field and select Compare fields.

3. Select a date comparison value from the date comparison value list.

Tips

– To filter a date for the current month, create a filter with a comparison type of Equals with a comparison type of this month.

– To filter on overdue dates, create a filter with a comparison type of less than and value of today.

Content
Relative date types How to add a relative date filter:

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