Setting a date range in a widget

Set a date range to limit the information that appears in the entire widget to a specific time period.

These instructions apply to widgets that use a date Base. To filter a date element or column in relation to a point in time or by a time period, see Filtering information in a widget.

Note:

All date options, except Specific Date, are relational, which means they automatically change in relation to today's date. As today's date changes, the date range automatically changes, too. Specific Date is a static date, and you must manually change it as today's date changes.

Before you begin

• Verify with your manager that you are set up with the appropriate designing security.

To set a date range in a widget

1. Select the Date Range check box. The From and To fields appear.

2. In the From field, select where to start the date range.

• First date of the week, month, quarter, or beginning of time (Before you began using Ajera. This date is set far in the past to ensure that Ajera captures all the needed data. In the Ajera database, this date is 1/1/1900.)

3. If you want to change the From date by:

• Moving it forward: Click the + button or enter the positive number you want to increment it by. Unavailable if you select the Beginning of Time option.
• Moving it backward: Click the - button or enter the negative number you want to decrement it by. Unavailable if you select the Beginning of Time option.
• <Period>: Select the period to move the From date forward or backward. Options include Day, Week, Month, Quarter, Year. Unavailable if you select the Beginning of Time option.

4. In the To field, select where to end the date range.

5. If you want to change the To date by:

• Moving it forward: Click the + button or enter the positive number you want to increment it by. Unavailable if you select the End of Time option.
• Moving it backward: Click the - button or enter the negative number you want to decrement it by. Unavailable if you select the End of Time option.
• <Period>: Select the period to move the To date forward or backward. Options include Day, Week, Month, Quarter, Year. Unavailable if you select the End of Time option.

6. The Designer displays the date range to the right of the From and To fields to guide you.
7. If you want to delete the date range, clear the Date Range check box.