In one of the projects, we had a requirement to give a quick ability to users to give a monthly filter for the records created. Here is how we solved this problem using a low code way.

Let us take example of Contact entity.

Navigate to Contact entity and Click on Show Chart

Create New from here:

Chart designer will be opened for the user, please configure it as below:

On the Contact entity view, Select the chart Contacts by Created on and see the results:

This way the month filters are available to the user in an intuitive experience.

Note: In this example, I have used Personal charts – you can easily utilize System charts which can be published for entire organisation too.

Hope it helps and Power 365ing as usual!

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