Option

Explanation

Resolution (i.e. days, weeks, months, or customized periods, etc.)

Choose the units of time from the menu at the top of the dialog. This selection controls which date presets will be available.

From the Week Ending drop-down menu, choose a week ending day.

Main date range (This)

Under This, click the button of the date range to view (e.g. Month To Date). The available date presets depend on the resolution selected above and the dataset configuration. For example, you might choose to see the month-to-date, last month (i.e. most recent complete month), or year to date. By default, most date ranges update automatically as time goes on; however, a fixed date option is also available. When you choose a date preset, the start date, end date, and other options populate automatically. If you wish, you can customize the date range further after making your selection.

• To change the number of dates in the range, enter a new number beside the date slide.

• To change the start or end date, click on it and choose the date in the Date Picker tab.

• To choose advanced options, such as an offset, click on the start or end date and go to the Advanced tab.

• The Most Recent Complete box lets you go back to the most recent complete timeframe.

Day filters (optional)

Optionally, click the Day Filters button at the top of the dialog to choose specific days of the week or business days within the date range to analyze. Data for all other dates will be filtered out.

Comparison date range (Last)
- optional

Under Last, click the button of the previous date range (e.g., YAG). The available options depend on the resolution selected above. For example, you might choose the timeframe immediately prior. When you choose a preset, the start date, end date, and other options populate automatically. You can further customize the date range after making your selection.

• To change the start or end date, click on it and choose the date in the Date Picker tab.

• To choose advanced settings, click on the start or end date and go to the Advanced tab.

If the dialog does not include a Last section, click  at the bottom of the dialog to include a previous date range if desired.

Tip: A comparison date range is optional in many widget types. If you want to look at a single date range only, you can remove the Last date range.

Comparison for incomplete timeframes

A Comparison option at the bottom of the dialog controls the selection of the previous (Last) date range when This date range is incomplete.

• Matching time frames - Adjust the number of days in Last date range to match the number of days in This date range for a precise view of gain/loss (i.e. how much better/worse are we doing). For example, compare March 1 through 15 of this year with March 1 through 15 last year.

• Complete last period - Do not adjust the number of days in Last date range; instead show the complete last month or period for a gap or goal perspective (i.e. how much more to go). For example, compare March through 15 of this year with the full month of March last year.

Linked dates (i.e., use dashboard date)

Toggle the link icon at the bottom of the dialog to link or unlink the widget's date range, depending on whether you want the date range to update with the dashboard date.

- indicates that the widget's date will update when the dashboard date changes. In view mode, the date ranges of all linked widgets update simultaneously when one of them is changed.

  - indicates that the widget's date range is unlinked and, therefore, has its own stand-alone date range.