Time Series & Date Ranges

Time series data — positions over months, daily valuations, quarterly performance — is at the heart of financial analytics. Tarvah lets you configure time series behavior at the VDM level and gives experiment users a TradingView-style dropdown to switch granularity and date ranges on the fly.

How it works

Configure on the VDM

Define which date columns support time series, what granularities are allowed, and the default time window.

Build an experiment

Drag a date field onto the X axis of any chart. The time range dropdown appears automatically in the chart header.

Explore interactively

Use the dropdown to switch between Day / Month / Quarter / Year granularity and select date ranges like 3M, 6M, YTD, or Since Inception.

VDM Configuration

Time series is configured via the timeSeriesConfiguration array on a Virtual Data Mart. Each entry represents one date column with its allowed granularities.

Configuration fields

Field	Type	Description
`fieldName`	string	Display name (e.g. “Position Date”)
`sourceColumn`	string	Database column reference (e.g. `FCT_POSITION.POSITION_DT`)
`availableGranularities`	string[]	Which time buckets to allow
`defaultGranularity`	string	Initial granularity when chart first loads
`defaultTimeframeCategory`	string	Maps to query grouping: `DAY`, `WEEK`, `MONTH`, `QUATER`, `YEAR`
`defaultDateRange`	object	Initial date filter applied to new charts

Available granularities

date

Day-level

week

Week-level

month

Month-level

quarter

Quarter-level

year

Year-level

Only the granularities you list in availableGranularities will appear in the experiment’s time range dropdown. If you only want users to see Day and Month, set ["date", "month"].

Setting up via the VDM editor

Open your VDM

Go to DataBridge → Virtual Data Marts and open the VDM.

Navigate to Time Series

In the VDM editor, go to the Time Series configuration section.

Add a time series entry

Select your date column, choose the allowed granularities, and set the default granularity and date range.

Save

Save the VDM. The configuration is now available to all experiments using this VDM.

BI Import (automatic)

When importing from a BI semantic model, time series configuration is created automatically from LookML dimension_group blocks. Each group’s timeframes array (e.g. [date, month, quarter, year]) maps directly to availableGranularities. A default 19-month lookback window is applied.

Overriding Defaults

After initial setup (whether from BI import or manual creation), you can override the time series defaults from the VDM column configuration panel.

Change the default granularity

In the VDM editor, open the time series column’s detail panel. Use the Default Granularity dropdown to select which granularity the chart should start with (e.g. switch from date to month so charts default to monthly aggregation).

The default granularity determines the initial dateRangeFilter.category when a new chart is created using this date column. Users can still switch granularity at the experiment level via the dropdown.

Enable or disable granularities

In the column detail panel, find Available Granularities. Each granularity appears as a clickable chip:

Blue border + filled background = enabled (visible in the experiment dropdown)
Grey border + dimmed = disabled (hidden from the experiment dropdown)

Click a chip to toggle it. For example, if your data only makes sense at monthly and yearly levels, disable date, week, and quarter — the experiment dropdown will only show Month and Year.

Disabling a granularity only hides it from the experiment-level dropdown. It does not delete the underlying data or prevent queries at that level via the API.

Change the default date window

Use the Default Date Window field to set how many months of data the chart should load by default. The imported default is 19 months.

Set to 6 for a 6-month rolling view
Set to 12 for a trailing year
Set to 0 or leave blank for all available data

This controls the defaultDateRange.lookbackMonths value in the time series configuration.

Override summary

What to change	Where	Field
Initial granularity (day/month/year)	Column detail panel	Default Granularity dropdown
Which granularities users can pick	Column detail panel	Available Granularities chips (click to toggle)
Default data window	Column detail panel	Default Date Window (months)
Display name	Time Series Editor	Field Name
Source date column	Time Series Editor	Date Column

Changes to the VDM take effect for new experiments and new charts. Existing experiment charts retain their saved dateRangeFilter settings — the VDM defaults only apply at chart creation time.

Example configuration

{
  "fieldName": "Position",
  "sourceColumn": "FCT_POSITION_SECURITY_LEVEL.POSITION_DT",
  "availableGranularities": ["date", "month", "quarter", "year"],
  "defaultGranularity": "date",
  "defaultTimeframeCategory": "DAY",
  "defaultDateRange": {
    "selectDateOption": "All",
    "lookbackMonths": 19,
    "category": "DAY"
  }
}

When a chart has a date column on its X axis, a dropdown button appears in the chart header next to the title. It combines granularity and range selection in a single control. The dropdown has grouped sections:

Section	Options	What it controls
Granularity	Day, Week, Month, Quarter, Year	How data points are aggregated (`DATE_TRUNC`)
Range	5D, 1M, 3M, 6M, 1Y, 5Y	Rolling time window
To Date	WTD, MTD, QTD, YTD	Period-to-date
Other	All, Since Inception	Full data set

The Granularity section only shows options matching the VDM’s availableGranularities. If the VDM allows ["date", "month", "year"], the dropdown shows Day, Month, Year — Week and Quarter are hidden.

Button label

The button displays the current selection as {Granularity} · {Range}:

D · All — Day granularity, all data
M · 1Y — Monthly aggregation, past 1 year
Q · YTD — Quarterly aggregation, year to date

Chart type support

The dropdown appears on any chart type with a date axis — Line Series, Area, Column, Bar, Stacked, Combo, Scatter, Step Line, Table, and more. It is not limited to a specific chart type.

Date Range Types

Rolling ranges

Button	Description	Lookback
5D	Past 5 Days	5 calendar days from max date
1M	Past 1 Month	1 month rolling
3M	Past 3 Months	3 months rolling
6M	Past 6 Months	6 months rolling
1Y	Past 1 Year	1 year rolling
5Y	Past 5 Years	5 years rolling

Period-to-date

Button	Description	From
WTD	Week to Date	Monday of current week
MTD	Month to Date	1st of current month
QTD	Quarter to Date	1st of current quarter
YTD	Year to Date	January 1st of current year

When the grouping category is set, additional calendar-aligned options appear in the filter panel:

1CW / 2CW / 3CW — Last 1 / 2 / 3 calendar weeks (when grouped by Day)
1CM / 2CM / 3CM — Last 1 / 2 / 3 calendar months (when grouped by Month)
1CQ / 2CQ / 3CQ — Last 1 / 2 / 3 calendar quarters (when grouped by Quarter)
1CY / 2CY / 3CY — Last 1 / 2 / 3 calendar years (when grouped by Year)

Special

Button	Description
All	No date filter — show all available data
SI	Since Inception — from the earliest record to today
DR	Custom Date Range — opens a from/to date picker
Last N	Custom lookback — enter a number and press Enter

SDK Import

When creating dashboards via the SDK, set the dateRange property on time series charts:

{
  "title": "Market Value Trend",
  "type": "line-series",
  "dimensions": [
    { "field": "Position Date", "isDate": true },
    "Account Group Code"
  ],
  "measures": [
    { "field": "Total Market Value", "aggregation": "as-is" }
  ],
  "dateRange": {
    "category": "MONTH",
    "selectDateOption": "Past 1 Year"
  }
}

Named ranges (Past 1 Year, YTD, Past 6 Months, etc.) are resolved into concrete from/to dates at import time, so the chart loads pre-filtered.

If you provide explicit fromDate and toDate in the dateRange object, those take priority over the named selectDateOption.

Supported selectDateOption values

All, Past 5 Days, Past 1 Month, Past 3 Months, Past 6 Months, Past 1 Year, Past 5 Years, Week to Date, Month to Date, Quarter to Date, Year to Date, Since Inception

Data Configuration

Time Series & Date Ranges

How it works

VDM Configuration

Configuration fields

Available granularities

date

week

month

quarter

year

Setting up via the VDM editor

BI Import (automatic)

Overriding Defaults

Change the default granularity

Enable or disable granularities

Change the default date window

Override summary

Example configuration

Button label

Chart type support

Date Range Types

Rolling ranges

Period-to-date

Calendar ranges (in filter panel)

Special

SDK Import

Supported selectDateOption values

​How it works

​VDM Configuration

​Configuration fields

​Available granularities

date

week

month

quarter

year

​Setting up via the VDM editor

​BI Import (automatic)

​Overriding Defaults

​Change the default granularity

​Enable or disable granularities

​Change the default date window

​Override summary

​Example configuration

​Experiment: Time Range Dropdown

​Dropdown layout

​Button label

​Chart type support

​Date Range Types

​Rolling ranges

​Period-to-date

​Calendar ranges (in filter panel)

​Special

​SDK Import

​Supported selectDateOption values

How it works

VDM Configuration

Configuration fields

Available granularities

Setting up via the VDM editor

BI Import (automatic)

Overriding Defaults

Change the default granularity

Enable or disable granularities

Change the default date window

Override summary

Example configuration

Experiment: Time Range Dropdown

Dropdown layout

Button label

Chart type support

Date Range Types

Rolling ranges

Period-to-date

Calendar ranges (in filter panel)

Special

SDK Import

Supported selectDateOption values