How can I set a dynamic filter on a report to auto change to today's date?

ayf5238
ayf5238
edited 12/01/21 in Smartsheet Basics

I have created a report to track upcoming go-lives to display on a dashboard, I currently have a filter that specifies an exact date, but is it possible to have a filter that pulls in data for a date 30 days before todays date or even today's date? For example, a condition that will say Original Go-Live is greater than Today's Date or 30 days before Today's date?


If not, are there any alternative ways I could be showing this information dynamically in a dashboard

?

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    I would suggest a helper column (checkbox) on the source sheet that will check the box for any row that has a date within that date range. Then you would build your report out to only show rows where this box is checked.

    thinkspi.com

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    I would suggest a helper column (checkbox) on the source sheet that will check the box for any row that has a date within that date range. Then you would build your report out to only show rows where this box is checked.

    thinkspi.com

  • Thank you! After I looked up what a helper column was, I figured it out. Appreciate it =)

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Happy to help. 👍️

    thinkspi.com