Try letting the user select the time period before bringing in the data
Create 2 parameters to select startdate and enddate and use them to bring only the data for that time period
Custom SQL will be something like Select <Columnnames> from <tablename> where Date >= Startdate and Date <= EndDate
If you are not showing full details for each record, then consider building an aggregate table with totals already calculated for the dimensions you need and connect to the data source instead of your complete data
You can build another sheet/dashboard with the details data.Have a live connection to your datasource
You can have the aggregate table as extract and use filters for selection.Show your summary views on the dashboard
Set up actions so that you show the details sheet only for the dimension or measure selected.
This way you can show only the records after all criteria has been applied.