How to Build Tables that Automatically Filter to the Latest Periods

If you are running a tracking study you may want to have tables which focus on results only from the latest month or quarter.

This article describes how to use Displayr's built-in filter functionality to automatically work out which people are in the latest period. This method also allows for updating of data without the need to re-make the variable.

In this example, we will create a variable set that includes a variable for the last 4 weeks and one for the previous 4 weeks.

Requirements

• A Date/Time variable in your data set OR...
• A text variable of a date in one of the standard formats, e.g. such as month/day/year or day/month/year, which can be converted to a Date/Time variable by selecting it in the Data Sources tree and changing Data > Properties > Structure to Date/Time.

Method

Last 4 weeks filter

1. In the toolbar go to the Anything icon > Filter > New.

2. Select your date variable. In this example, we will use a date variable called Interview Date.

3. Set the condition to is within last period, the value to 1 and then in the drop-down select Four Week.

4. Update Specify conditions to generate a default name... at the very top to Last 4 Weeks.

5. Press Create filter.

Previous 4 weeks filter

1. In the toolbar go to the Anything icon > Filter > New.

2. Select your date variable.

3. Set the condition to is within last period, the value to 2 and then in the drop-down select Four Week.

4. Press Add Condition.

5. Select your date variable.

6. Change the condition to 1 Four Week.

7. Now change the condition to is before last period.

8. Update Specify conditions to generate a default name... at the very top to Previous 4 Weeks.

9. Press Create filter.

Combine filters

1. Select both variables in the Data Sources tree.

2. Right-click > Combine.

3. In the object inspector, update the Label field.

4. If there is a warning in orange, click Fix > OK.

See Also

How to Dynamically Filter Data to the Latest Waves

How to Create a Simple Filter

How to Create a Complicated Filter

How to Calculate the Difference Between Two Dates