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Anonymous's avatar
Anonymous
Not applicable
5 years ago

Make the current month as default value

Greetings, I want to make the current month is a default value for the (date) column.

 

note that I want to make this for different 3 tables, so I tried to make a relation between them on the (date) column and put a filter on one of them, but it doesn't work 😕 

 

Any Solutions, please? 

 

 

Regards

3 Replies

  • Anonymous , You have to create a date table and join it with all three tables on date.

    Then you need to have month year and this column in date column

     

    Month Year = FORMAT([Date],"mmm-yyyy")
    Month Year sort = FORMAT([Date],"yyyymm")

    Month Type = Switch( True(),
    Date([Date]) = eomonth(Today(),-1),"Last Month" , //Last Month
    Date([Date])= eomonth(Today(),0),"This Month" , //This Month
    [Month Year]
    )

     

    Sort both month year and month type on month year sort. Take slicer on Month Type, select current month and save

    https://docs.microsoft.com/en-us/power-bi/desktop-sort-by-column

    Dafault Date/Month

    https://www.youtube.com/watch?v=hfn05preQYA

  • mussaenda's avatar
    mussaenda
    Icon for Community Champion rankCommunity Champion

    Hi Anonymous ,

     

    You can achieve this by using hasonvalue and filter where you will compare your max month to the moth of today

     

    Hope this helps. Thanks

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous,

    Unfortablely, current power bi does not support setting default value on the slicer.

    For your scenario, I'd like to suggest you create a calendar table to link your table date fields. Then you can add a calculated column with if statement to check date value and return tag.  After these steps, you can use this tag to choose current month and save to bookmark to quick reset slicer to the 'default value' current month.

    Regards,

    Xiaoxin Sheng