Date filter

[jcasqueiro]

Good morning to all !

I have a SQL table with invoice dates but I want to create a filter based on year and month.

How can this be accomplished?

Thanks/Brgds

joao

[adamhubble]

@jcasqueiro Do you mean you'd like to have a visual filter on your report that will allow filtering by Month and Year as one group (so invoices in April 2016, May 2016, June 2016 etc), or something else?

[jcasqueiro]

Yes Adam, that's it.

Thanks

j

[adamhubble · Accepted solution]

If your information was being displayed in a table visualization, for example, you could also inclide a Slicer visual, and put your invoice date in the Field bin for that visual. If you then click on the Field bin to open the drop down list, select Group as the way to display your dates. This will open the Goups dialoge window, and from here you could, for example, set the Bin type to Months. Now change the display drop down in the visual itself from Between to List, and you'll have a filter that's based on your invoice date at a Month level.

Hopefully that made sense, and could be followed along as you do it.