What is a Timeline Filter?
Zerion Reports allows you to create a common Date/Period user filter that can be applied to all reports within your dashboard. This user filter is different from the other filters (described above), as it is not tightly bound to any (date) column in a table.
With this timeline filter, you will be able to setup a common Date/Period user filter independent of the tables on which the reports have been created. When you use the timeline filter in a dashboard, Zerion Reports will apply the criteria on all reports, matching it with the best possible date column associated with the report.
Please note, since this is a common period filter, you can setup only one timeline filter in a dashboard.
How do I add Timeline Filters to my Dashboard?
To add a timeline filter to your dashboard, please follow the instructions below.
From inside your dashboard, click the Edit Design button.
Select the Add User Filter button.
On the left-hand menu, click the Include Timeline Filter button (or drag and drop into the User Filters field).
Hover over the Timeline filter box and click Edit.
In the Edit Timeline Filter dialog that opens, you can change the filter name in the Filter Display Name box.
Click the Edit link to change the values that you wish to display in the Timeline filter.
You can select the values by selecting the check boxes.
When you apply this filter, by default it will be applied only to those reports that include a date column. The date columns can be customized using the Timeline filter column mapping section.
Click the drop-down arrow to show the customizations.
In the Date columns to use for filtering section, you can specify the date column to be filtered. You can also specify multiple columns if you choose to do so.
You can also specify the order for applying filters in this section
- On date columns used in the report (default option)- choose this option to apply the timeline filter on the date column used in the report which is a part of the dashboard.
- On date columns in the table on which the report has been created - choose this option to apply the timeline filter on the reports present in the table on which the report is created, although the report does not contain a date column itself.
- On date columns in related tables - choose this to apply the timeline filter on the reports in the dashboard which does not contain a date column in its table but has a date column that is contained in a related table.
Click Apply to add the filter.