Date filter card: default select last month dynamically?

verytiredgirl
verytiredgirl Member
in App Studio

So I have a dropdown filter card called 'Date' in my App, user wants to default that 'Date' in the App to be last month - with the option to multi select other months, currently I'm have to manually update the Filter View. For example:

Today is Jun 20, 2025, Filter View: Month End Date <= '2025-05-31' → 'Date'' show '2025-05-31'
Next month July, update Filter View: Month End Date <= '2025-06-30' → 'Date'' show '2025-06-30'


Another problem is that I have a bar chart that show a metric over time (X= Month End Date, Y = metric). Since 'Date' filter is set to last month, the bar chart will also show just 1 bar for that last month. However, I'd like the default view of the bar chart is showing all time even if Month End Date is set to last month, but if a user chooses '2025-05-31' & '2025-04-30' in the 'Date' filter then the bar chart will show 2 bars for those 2 months.

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Answers

  • MichelleH
    MichelleH Coach

    @verytiredgirl Instead of using a specific card for your date filtering, I suggest using a filter view to default all cards to Previous Month.

    image.png

    To prevent the bar graph from filtering to just last month, you can uncheck the "Allow global date" box under that card's filter exceptions.

    image.png
  • verytiredgirl
    verytiredgirl Member
    edited June 25

    Thank you @MichelleH. I set the default Date Range to 'Previous Month' in the filter view but the 'Date' drop down filter won't show '2025-05-31' unfortunately

    image.png
  • MichelleH
    MichelleH Coach

    @verytiredgirl You will no longer need the date drop down filter if you are using the filter view, but the reason I recommended the filter view is that it's better at handling relative dates.

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