The Date Set tool lets you define collections of dates using filters, similar to how the Explorer filters objects. Date sets can be used in Charts as overlays, in Tables, and in HHLang expressions.
2. Getting Started
Open Date Set from the Start Menu.
Click filter buttons in the ribbon to add date filters.
The result panel at the bottom shows the computed dates, updating live as you adjust filters.
Save the document to reuse this date set in other tools.
3. How It Works
Like the Explorer, the Date Set uses a chain of filters applied sequentially. Start with all possible dates, then narrow down using filters. Each filter appears as a collapsible panel where you configure its parameters.
The result updates live as you adjust filter settings.
4. Filter Types
Filter
Description
Dates in Range
Specify a start and end date to include only dates within that range.
Relative Dates
Select dates relative to today (e.g., last 30 days, this quarter, year to date).
By Property/Metric
Select dates where a metric meets a condition (e.g., days when the S&P 500 return was positive).
Holidays
Include or exclude market holidays from the set.
Frequency
Filter to specific frequencies (daily, weekly, monthly).
Available filter types are built dynamically based on system configuration. The filters shown in the ribbon may vary.
5. Result Panel
The result panel at the bottom shows all dates that pass through the filter chain, displayed in chronological order. For intraday date sets, times and timezone information are also shown.
6. Evaluation Context
The "value on date" setting controls the date context for metric-based filters. Adjust this when your filters depend on time-sensitive calculations.
7. Exporting
Export as Table — creates a Table document with dates as rows.
Copy to Clipboard — copies dates in an Excel-compatible format.
Note: Intraday range date sets cannot be exported.
8. Using Date Sets in Other Tools
In Charts: Add a saved Date Set as a dataset. It uses the DateSet renderer to display date markers or bands on the chart.
In code: Reference a saved Date Set document by name in HHLang expressions.
In Tables: Export dates to a table for further analysis with metric columns.
9. Tips
Combine multiple filters to identify specific market conditions (e.g., "trading days when the S&P 500 fell more than 2%").
Use the "By Property/Metric" filter to find dates based on computed criteria.
Save date sets as documents to reuse them across Charts, Tables, and other analyses.
Overlay a date set on a chart to visually confirm that the dates match your expectations.
10. See Also
Explorer — similar filter-chain architecture for objects instead of dates.
Chart — overlay date sets on charts as visual markers.
Table — analyze exported dates with metric columns.