Filter on Date Range
Infoveave Data Automation — Filtering & Selection
Set a start date. Set an end date. Every row outside that window is gone — automatically, on every run.
Date-based filtering is one of the most common data prep steps in any analytics workflow. Whether you are extracting last month's transactions, isolating a specific quarter, or window-ing an event log to a custom period, Filter on Date Range handles it automatically inside your workflow — replacing the SQL WHERE clause or Excel date filter someone rebuilt by hand every reporting cycle.
What Filter on Date Range does
Keep, remove, or flag rows where a date column falls within a defined range in your Infoveave workflow. Replaces manual date-based filtering done in SQL WHERE clauses or Excel date filters.
When to use Filter on Date Range
- You need to extract records from a specific month, quarter, year, or custom date window before aggregating or reporting
- You are building automated financial reports that need this-period data only — monthly, quarterly, or year-to-date
- You want to isolate event logs, sensor readings, or transaction records to a rolling window defined by date boundaries
- You need to flag records that fall within a specific date range without removing the out-of-range rows
When to avoid it
- You need to group rows by time period rather than filter them — use Aggregate Data by Time instead
- You want to filter on a computed date like today minus 30 days — use Filter on Formula with a date expression for dynamic windows
- Your date column is stored as text rather than a proper date type — run Custom Date Format first to convert it
Where it fits in your Infoveave automation
Filter on Date Range is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Filter on Date Range
Real scenarios where this transformation saves hours of manual work.
Monthly Period Extract for Financial Reporting
A finance team runs a monthly workflow that extracts only the current month's GL transactions from a year-to-date export. Filter on Date Range applies the period boundary automatically on each run — ensuring the downstream aggregation step always operates on the right data without manual date editing.
Seasonal Campaign Data Isolation
A retail analytics team isolates transactions from a promotional period — Black Friday to Cyber Monday — to measure campaign lift. The workflow applies the exact date window to the full transaction export and feeds the filtered result to the campaign performance dashboard on demand.
Shift Log Extraction for Downtime Analysis
A production team extracts shift records between specific timestamps to investigate a downtime incident. Filter on Date Range narrows the equipment log to the exact window of interest, feeding the targeted records directly to the root cause analysis step.
See Filter on Date Range in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
Date2025-01-012025-01-15Keep Matching RowsInput Data
| Date | Amount |
|---|---|
| 2024-12-31 | 100 |
| 2025-01-01 | 200 |
| 2025-01-10 | 300 |
| 2025-01-15 | 400 |
| 2025-01-20 | 500 |
Output Data
| Date | Amount |
|---|---|
| 2025-01-01 | 200 |
| 2025-01-10 | 300 |
| 2025-01-15 | 400 |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Column
The date or timestamp column to evaluate. Infoveave reads standard ISO date formats automatically — if your source uses a non-standard format, run Custom Date Format first.
Minimum / Maximum Value
Both boundaries are inclusive. Set only one boundary for open-ended filters — for example, set only the Minimum Value to keep all records from a certain date forward.
Actions
Five options: Keep Matching Rows retains only records within the range. Remove Matching Rows drops records within the range (useful for excluding outlier periods). Flag Rows adds a 0/1 indicator column without removing any rows. Clear Content of Matching Cells or Non-Matching Cells nullifies cell values rather than removing rows.
Frequently asked questions
Everything you need to know about Filter on Date Range in Infoveave.
Also in Filtering & Selection — and what runs before & after
Transformations in the same family as Filter on Date Range, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Filter on Date Range is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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