Forum Discussion
year and month dynamic selection
i wanna make snapshoot from power bi fabric to email like this :
but i got issue,
i can't make period as dynamic,
first i must open this file dashboard
second i select current month year
and it's not the goal form this project
how to make filter 'period' automatic selected current month and year ??
and not trigger by human
thank you
To dynamically filter your Power BI report to always reflect the current month and year,
Add a calculated column in the date table:
IsCurrentMonth = IF(YEAR([Date]) = YEAR(TODAY()) && MONTH([Date]) = MONTH(TODAY()), TRUE(), FALSE()).
Then, in Power BI Desktop, apply a page or report-level filter: Set IsCurrentMonth = TRUE. This ensures that the report always filters to the current month automatically.
In Power Automate, use the "Export To File for Power BI Reports" action. Since the report is already filtered, it will export the current month view without needing any manual slicer selection. This fully automates your snapshot and emailing process based on the current month and year.If this post is helpful, kindly mark it as the accepted solution.
Thank You!
7 Replies
Based on your ask, it seems you want to have the latest month data by default present rather than manually filtering it out.
You can refer the below thread:
https://community.fabric.microsoft.com/t5/Desktop/How-to-make-slicer-default-showing-latest-month-as-the-selection/td-p/3167590
wherein create a calculated column to identify the latest month and then use a page level slicerit's good but i wanna make it automate click by schaduler or power apps, is it possible ??
Hello EricoVincentciu
Thank you for reaching out to the Microsoft Community Forum regarding year and month dynamic selection.
Yes, it is possible to automate the selection of the current month and year in your Power BI report without manual intervention.
To get an automated email with a snapshot of the report, use Power Automate with Power BI.- Create a scheduled automation in Power Automate to run at a specific time (e.g., daily or monthly), and use the "Export Power BI Report to File" action to generate a snapshot.
- Select the appropriate Workspace, Report, and Export Format, and apply a dynamic filter to ensure the report always reflects the current month and year automatically.
- Add an email action in Power Automate to send the exported report file to recipients, define the recipient list, subject, and email body, attach the report, and ensure the automation runs as scheduled.
If my response has resolved your query, please mark it as the Accepted Solution to assist others. Additionally, a 'Kudos' would be appreciated if you found my response helpful.
Additionally, thank you NandanHegde for responding on this issue.
Thank you.- Create a scheduled automation in Power Automate to run at a specific time (e.g., daily or monthly), and use the "Export Power BI Report to File" action to generate a snapshot.
May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.
Thank you.
Hi EricoVincentciu
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.currently in my time zone this is april month, base on logic this must be april not march i don't wanna change it by manual tick by human this is must be automate by schaduler
this is column what i use to create month and year
let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WKikqTVWK1YlWSkvMKQayYgE=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [flag = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"flag", type logical}}) in #"Changed Type"Year Month Slicer = IF ( YEAR(TODAY()) = YEAR('Date (4)'[Date]) && MONTH(TODAY()) = MONTH('Date (4)'[Date]), FORMAT(TODAY(), "yyyy - mmmm"), 'Date (4)'[Year & Month] )preselected_value = MAX('Date (4)'[Year_month_Code]) = YEAR(TODAY())*100 + MONTH(TODAY())To dynamically filter your Power BI report to always reflect the current month and year,
Add a calculated column in the date table:
IsCurrentMonth = IF(YEAR([Date]) = YEAR(TODAY()) && MONTH([Date]) = MONTH(TODAY()), TRUE(), FALSE()).
Then, in Power BI Desktop, apply a page or report-level filter: Set IsCurrentMonth = TRUE. This ensures that the report always filters to the current month automatically.
In Power Automate, use the "Export To File for Power BI Reports" action. Since the report is already filtered, it will export the current month view without needing any manual slicer selection. This fully automates your snapshot and emailing process based on the current month and year.If this post is helpful, kindly mark it as the accepted solution.
Thank You!
