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Anonymous's avatar
Anonymous
Not applicable
1 year ago
Solved

Default Dashboard Filter

Hi,

 

How do I default my dashboard filters every time a user opens up a PowerBI Dashboard on the server to show the most recent most and default select that date? Also, is there a way to do this with another categorical string filter, like a "Page Name" for example?

 

Thanks!

  • Here is the general approach. Adjust as needed


    - create a string representation of your date column, replace the latest date with a string "Latest"
    - sort that new column by the original date column
    - add a slicer or visual/page/report level filter
    - set the filter to "Latest"
    - publish the pbix to the workspace/app

7 Replies

  • Here is the general approach. Adjust as needed


    - create a string representation of your date column, replace the latest date with a string "Latest"
    - sort that new column by the original date column
    - add a slicer or visual/page/report level filter
    - set the filter to "Latest"
    - publish the pbix to the workspace/app

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi lbendlin,

     

    Thank you for this. Can you provide an example? I want the month to still display and I don't want a visible filter for the latest.

    • lbendlin's avatar
      lbendlin
      Super User
      I don't want a visible filter for the latest.

      UX red flag.  Don't hide filters from your users.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi lbendlin,

         

        I meant I don't want a field in my filter that says "latest". I want it to say the month. For example, if the most recent month complete is August 2024, show August 2024, not "Latest".