Forum Discussion
Custom Date Period Selections
The best way to deal with that is to prepare a couple of mockups (with buttons, without buttons, with slicers, without slicers), to conduct a user training on how to use the filter pane, and then to do usability studies with all versions. Your users will show you what they prefer.
What is your goal? Do you want to streamline the user experience so there are fewer clicks between the users and the insights, or do you want to spend time and energy on treating them like toddlers and telling them what they can and cannot do?
In this case, I need a block, since filter 2 (customizable) limits the date range when used, interfering with the correct action of the predefined buttons.
e.g.: if I filter a period equivalent to the previous year in filter 2, the "Last month" button in filter 1 (predefined) does not work, the last month is outside the range already filtered from the previous year.
What I'm looking for is a way to reset the customizable filter so I can go back to using the predefined filter.
If you are a master in user experience, please indicate the best way to deal with this case or another solution for using a date filter combining predefined and customized periods.
The best way to deal with that is to prepare a couple of mockups (with buttons, without buttons, with slicers, without slicers), to conduct a user training on how to use the filter pane, and then to do usability studies with all versions. Your users will show you what they prefer.