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reast's avatar
reast
Helper II
10 years ago

Filter Active Clients by Date Range

I'm trying to figure out how to use the time slicer to filter active clients. They don't have a single date field to link with the calendar. They have a start date and an end date (or it's blank if t...
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reast's avatar
reast
Helper II
10 years ago

Thanks for you response. With a start date slicer, if for example, they wanted to see all clients active in May 2016, they would have to check the start date for all dates prior to and including May 2016 and then for end date, blank and all dates after May 2016. That would work, but seems like a lot of work for the user. Or maybe I'm misunderstanding something.

MattAllington's avatar
MattAllington
Community Champion
10 years ago
reast wrote:

Thanks for you response. With a start date slicer, if for example, they wanted to see all clients active in May 2016, they would have to check the start date for all dates prior to and including May 2016 and then for end date, blank and all dates after May 2016. That would work, but seems like a lot of work for the user. Or maybe I'm misunderstanding something.

My solution requires the user to select a single start date and a single end date. All dates between will be displayed. The biggest issue is the length of the slicers. 

  • reast's avatar
    reast
    Helper II
    10 years ago

    Then I'm definitely not understanding how to link it up. I thought the slicers linked to the start date and end date. As such, when I tested it, only clients with a start date of that particular date (or month, etc.) were included. Could you elaborate on the behind the scenes set up so I can get it to work properly? Thank you!