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Exclude dates in Dashboard


DaisyD
Hello, I am trying to exclude a specific month from my Dashboard data, while still allowing people to use date as a filter. (I.e. exclude December data, while allowing people to filter on any date they want, ex: past month or past year). I tried in the settings, or by adding a specific date filter on the tab, but I wasn't successful. I was thinking of creating a new embedded data with 0/1 value (0 = December data, 1 = rest of the data), and add that new variable as a locked filter. Any other solution you would recommend? Thanks so much in advance!

Best answer by Akdashboard

You need to add an indicator to the data sources and use that as a way to filter in the dashboard. I'd go to the individual project(s) and add a new embedded data field in the survey flow (something like Valid_Indicator or whatever makes sense) then edit all the responses for December to be Valid_Indicator=False and all other responses to Valid_Indicator-True. Then in your dashboard add a locked filter of Valid_Indicator=True. Note - You won't see the new embedded data field you added until a survey is a collected. You can trigger this by going through the preview link.
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Akdashboard
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  • 488 replies
  • Answer
  • June 11, 2019
You need to add an indicator to the data sources and use that as a way to filter in the dashboard. I'd go to the individual project(s) and add a new embedded data field in the survey flow (something like Valid_Indicator or whatever makes sense) then edit all the responses for December to be Valid_Indicator=False and all other responses to Valid_Indicator-True. Then in your dashboard add a locked filter of Valid_Indicator=True. Note - You won't see the new embedded data field you added until a survey is a collected. You can trigger this by going through the preview link.

DaisyD
  • Author
  • 20 replies
  • June 11, 2019
Thanks so much! That's what I thought, but I wanted a second opinion before editing all my answers and projects (I have a lot...)!

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