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Date Range Visualization on Charts

When working with a Line, Bar, Threshold, or Bowling Chart, you can use the Chart’s advanced options to set the date range that should be displayed on the Chart by default.
NOTE: If your Chart is using categories rather than dates, this option will not apply.

You can also set the visible date range for Chart Cards.

 

What happens when I configure the visible date range on a Chart?

The Chart will, by default, only show data that falls within that date range.

The data itself will not be affected by this configuration.

If a Chart’s date range has been restricted, a “Toggle Date Range” option will appear along with the legend. Clicking this option will cause data for all dates to be shown. Clicking it again will return the Chart to the restricted date range.

Toggle_date_range.jpg


Finally, Chart thumbnails - the image of the Chart shown on lists in the Detail View - will reflect the visible date range.

 

What happens when I configure the visible date range on a Chart Card?

The Chart Card will only show data that falls within that date range.

The data itself will not be affected by this configuration.

If you expand this Card, the Chart’s work panel will reflect the default date range visible. However, if you access the Chart from anywhere else in the app, the date range will be unaffected by this Card’s settings.

 

Who can edit a Chart?

  • Any of the Authors

  • Anyone with the "Chart Administrator" permission

 

How do I set the visible date range for a Chart?

Navigate to the Chart with which you want to work, then:

  • Click 2018-10-04_1235.png in the top right corner of the page.

  • Click 2018-10-04_1234.png in the resulting drop-down menu.

Edit_Chart.jpg

 

In the resulting window:

  • Make sure you have the “Data” tab open.

  • Click 2018-10-04_1408.png to open the Chart’s advanced options.

  • In the “Visible Date Range” section of the resulting window, you can enter the starting date in the “Starting” field and/or enter the ending date in the “Ending” field.

    • For the starting date, you can choose between several rolling dates (e.g. “Last 24 hours, last 12 months, etc.), “Now,” or pick a custom date.

    • Likewise, for the ending date, you can choose between several rolling dates (e.g. “Next 7 days, next 6 months, etc.), “Now,” or pick a custom date.

Visible_Date_Range.jpg

  • Click 2018-10-04_1240.png to finalize the date range.

Click 2018-10-04_1240.png to update the Chart.

 

Who can configure a Chart Card?

  • The Board's Owners

  • Anyone with the "Global Board Administrator" permission

 

How do I set the visible date range for a Chart Card?

Open the Board containing the Card with which you want to work, then:

  • Click 2018-03-28_1631.png in the top right corner of that Card.

  • In the resulting drop-down menu, hover over 2018-03-29_1238.png.

  • In the resulting drop-down menu, click 2018-03-29_1309.png.

Cards_-_Charts_-_View.jpg

 

In the resulting window:

  • In the “Visible Date Range” section of the resulting window, you can enter the starting date in the “Starting” field and/or enter the ending date in the “Ending” field.

    • For the starting date, you can choose between several rolling dates (e.g. “Last 24 hours, last 12 months, etc.), “Now,” or pick a custom date.

    • Likewise, for the ending date, you can choose between several rolling dates (e.g. “Next 7 days, next 6 months, etc.), “Now,” or pick a custom date.

  • Click 2018-10-04_1240.png.

 

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