topic Re: Setting Slicer default value to current year and month in DAX Commands and Tips

Setting Slicer default value to current year and month

Anonymous — Mon, 07 Mar 2022 17:03:09 GMT

Dear Team,

Is there a way to set default slicer selection as Current Month and Year dynamically.
For example, if the current month is march 2022, then slicer should have default selection as 'March' for Calendar Month Slicer and '2022' as Calendar Year Slicer. And in April month, slicer should auto change to 'April' in the month slicer. User should also be able to select rest of the months and past years.

currently we are able to achieve this default functionality by following the below article, but with hardcoded text like "Default" instead of exact month.
https://gorilla.bi/power-bi/set-default-slicer-value/

But we need exact month<March> and year<2022> as default setting when user logs in.

Kindly suggest a solution for this scenario.

Thanks,
Pallavi_R

Re: Setting Slicer default value to current year and month

amitchandak — Tue, 08 Mar 2022 03:21:22 GMT

Anonymous , As of now, You have to use hard-coded functionality like This month, This Year. You can log an idea

https://ideas.powerbi.com/ideas/

Year Type = Switch( True(),
year([Date])= year(Today()),"This Year" ,
year([Date])= year(Today())-1,"Last Year" ,
Format([Date],"YYYY")
)

Month Type = Switch( True(),
eomonth([Date],0)= today(),"This Month" ,
eomonth([Date],0) = eomonth(Today(),-1),"This Month" ,
Format([Date],"MMM-YYYY")
)

Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

Re: Setting Slicer default value to current year and month

v-cazheng-msft — Thu, 10 Mar 2022 07:20:19 GMT

Hi Anonymous ,

Currently, please take the solution in the blog you mentioned as a workaround since this feature is still under preview. You could vote for similar idea in Power BI Ideas or add your comments there with more details about your needs. Thanks in advance!

Link of similar idea:

https://ideas.powerbi.com/ideas/idea/?ideaid=39ba67cf-724e-4b6c-9906-51163749f759

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let me know. Thanks a lot!

Best Regards,

Community Support Team _ Caiyun

Re: Setting Slicer default value to current year and month

powerbi_zone — Wed, 21 Feb 2024 02:29:30 GMT

Its 2024 and things have shuffled a bit .You can use the method shown in this video to achive this easily .

https://youtu.be/o-gr3XgU1mg

Re: Setting Slicer default value to current year and month

bhalicki — Wed, 05 Mar 2025 00:51:11 GMT

Hi all,

The video above is very good, but hoping someone might know of a way to achieve this natively, without the use of custom visuals?

Basically I have a slicer with the months "Jan, Feb, Mar" etc. When the current month rolls over (eg becomes April), I want the slicer to automatically select "Apr" and filter the data accordingly. Currently I have the slicer sorted by the current month, so the current month always appears first in the list, but the slicer always retains the last selected month.

Kind regards,

Ben.