topic Re: Using a relative date as a parameter in Paginated reports in Report Server

Using a relative date as a parameter in Paginated reports

Anonymous — Thu, 15 Sep 2022 15:12:10 GMT

I need to schedule exports of reports in excel/csv to external vendors and partners. These reports are sent at the beginning of each monthly with the prior month’s data as an excel sheet attachment to me.

I am using the Paginated Report feature along with the Subscription Service of Power BI Services. Currently, I am manually inserting the dates. Does anyone know a way I could set up these Paginated reports with a relative date as the parameter, say previous month; so they run automatically? This feature was available when I created similar output in Reporting Services 2012.

Re: Using a relative date as a parameter in Paginated reports

Jon-Heide — Thu, 15 Sep 2022 19:06:18 GMT

You could try setting the value of the parameter to an expression. Something like:

=DateTime.Now().AddDays(-30)

Re: Using a relative date as a parameter in Paginated reports

Anonymous — Fri, 16 Sep 2022 15:10:30 GMT

Thanks for the suggestion. That was one of my original "tries" - but it only will work if the previous month is 30 days and if I run it on the 1st of the next month 😯. I am looking for something that behaves like the Slicer Month (Calendar), but I will also look at the Expressions in Paginator that you mentioned - appreciate the advice.

Re: Using a relative date as a parameter in Paginated reports

rachaelwalker — Thu, 05 Oct 2023 15:46:13 GMT

Did you find a solution to this? I currently need the same for my paginated report.

Re: Using a relative date as a parameter in Paginated reports

Anonymous — Wed, 11 Oct 2023 12:13:38 GMT

My solution was to create another column called Prior Month and then populate it with the Power Query function of =Date.IsInPreviousMonth([DATE FIELD]). I then use a filter/parameter where that column = Y. Not the path I thought, but it works...for now 😉

Re: Using a relative date as a parameter in Paginated reports

rachaelwalker — Wed, 11 Oct 2023 21:51:27 GMT

That is the path I took too. I created flags for each scenario (previous month, ytd, ftyd) then combined those values into one column (YTD | FTYD). From there I created a parameter that specifies the values Previous Month, YTD, FTYD. Then added a parameter/filter that says to filter data based on if Parameter value is found in my combined column. 😅 Lots of trial and error but I think it is working