Filter Data Based on Dates

This filter is an attribute form qualification that enables you to filter data based on an attribute with a date data type. For example, you can create a date qualification on the Day attribute to return data for only those days between January 1, 2011, and February 6, 2011.

Use the following procedure to create a date qualification filter. The example after the procedure shows what happens to report data when the filter is used on a report.

Creating a filter based on dates

This procedure creates a date qualification based on the example described above. It uses the sample MicroStrategy Tutorial project.

To qualify on a date

1. In MicroStrategy Web, on the Home page, click New Filter. The New Filter page appears.
2. In the pane on the left, navigate to the attribute with the date data type on which you want to qualify. Alternatively, type the name of the attribute in the Find field.
3. Right-click the attribute and select Add to Filter. You can also drag and drop the attribute to the right pane.

For this Tutorial example, select the Day attribute.

The right pane displays fields similar to the image below:

4. Select Qualify.
5. From the first drop-down menu, select the form you want to filter data based on.

For this Tutorial example, click the ID attribute form.

6. From the next drop-down menu, select the operator that describes how you want to filter data.
7. For this Tutorial example, select Between.
8. In the last field, type the value(s) or click the calendar to select a date to use to qualify on the attribute form. This is the value that will be compared against the data in your data source.

If you are using a date range in your filter, click the calendar again to select the second date. For example, if you want to filter data so the report shows results between January 1, 2011 and February 6, 2011, click the calendar and select January 1, 2011, then click the calendar again and select February 6, 2011.

You can compare the form to a dynamic date, which is a fixed offset of the current date, such as one month ago. For more information on dynamic dates, see the Advanced Reporting Guide.

For this Tutorial example, use the drop-down list to select the date range January 1, 2011 to February 6, 2011.

9. Click the Apply icon to create your filtering condition.
10. Click Save As. The Save As dialog box opens.
11. Navigate to the folder where you want to save the filter. Type a Name and Description for the filter.

For this Tutorial example, name the filter Date Filter and save it in the My Objects Folder.

12. Click OK. Your new filter is saved.