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Anonymous's avatar
Anonymous
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2 years ago
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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 w...
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  • lbendlin's avatar
    lbendlin
    2 years ago

    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
2 years ago

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
Icon for Super User rankSuper User
2 years ago
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
    2 years ago

    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".

    • lbendlin's avatar
      lbendlin
      Icon for Super User rankSuper User
      2 years ago

      Consider using the Filter Pane and Relative Date filters.

      • Anonymous's avatar
        Anonymous
        Not applicable
        2 years ago

        Hi lbendlin,

        I don't want to use the relative date filter. I want to be able to sort the months from most recent to oldest top-down.