Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Use a Date Range Filter for Columns in Dashparts

Configure the date range filter for applicable columns to display column data from a period.

These steps are not applicable when you are using Vantagepoint on a tablet or smart phone.

Date ranges can be relative - it can be based on today's current date or the current fiscal period selected, or a specific date (12/18/19 or 01/2018). Relative dates change based on the day / fiscal period you are viewing the dashpart, while specific dates will always display the selected date range.

Date ranges can be calendar date based (available on the Account and Account Detail dashpart bases) or fiscal period based(available on the Account, Account Detail and Project dashpart bases). The current fiscal period is the fiscal period you selected in the Vantagepoint header.

To use a date range filter for columns in a dashpart:

  1. In the Navigation pane, select My Stuff > Dashboards.
  2. On the Dashboard form, create or edit a dashpart.

    The Edit Mode toggle option is not enabled when you are using a tablet or smart phone to access Vantagepoint.

  3. On the Dashpart Designer form, select under the Date Ranges column for an applicable column.
    If is not displayed for the column, it means that the column is not applicable for a date range filter.
  4. On the Date Ranges dialog box, use the Start and End fields to select the date range filter for the column.
    If you select the relative date options (ex: Fiscal Period, Today, first day of Month) you can use the and buttons to move forward or back in time. If you select a calendar based date (ie: Today, Month, Quarter) you can determine the period you want to move forward or back in time. For example, if you want to display GL Activity for the month of January last year you would select Start and End of January, click once to move back -1 and select Year in the period to move back.
  5. In the Include Timeframe in Heading field, select the appropriate option if you want to include the date range information in the column heading.
  6. Click Apply to save the changes and close the Date Ranges dialog box.
  7. Repeat steps 2 through 6 to configure the date range filter for other applicable columns.
  8. In the column grid of the Dashpart Designer form, click on the Date Ranges column header to display the date range filters applied for the dashpart.