topic How can I make the filter default to the latest month after new data is loaded? in Report Server

How can I make the filter default to the latest month after new data is loaded?

KevinsKanban — Thu, 26 Sep 2024 07:05:17 GMT

Example: The filter displays month data.
Assume the current month is August, and I archive the file by selecting August.

On 9/1, new data will be loaded, allowing the filter to select

However, as time progresses, I have to manually select the month every time I use the report.
Is it possible to preset the filter to default to the current month or the latest available month?

Can accept default on startup, or default after automatic refresh, other alternatives that can simulate automatic default are also available

PS:
1.After defaulting to the current month, you must also be able to select past months, so it is not possible to preset this month on the page.

2.The POWER BI service has the function of storing user records, but this is not available in the POWER BI report server.

Re: How can I make the filter default to the latest month after new data is loaded?

uzuntasgokberk — Mon, 14 Jul 2025 19:39:07 GMT

Hello KevinsKanban,

You can create DAX(new column) which gives current month and use in slicer. Also you can customize it based on current year too. But you need to clean filter pane for DocDate.

Current Month Flag=
IF(MONTH(TODAY()) = MONTH(Dimdate[date]),
"Current Month",
Dimdate[date]
)

Re: How can I make the filter default to the latest month after new data is loaded?

Anonymous — Fri, 27 Sep 2024 07:20:19 GMT

Your solution is great uzuntasgokberk

Hi, KevinsKanban

Below is my test, I have the following sample data in my database:

I connected it in Power BI desktop RS and created a date table using the following DAX expression:

DateTable = CALENDAR(MIN('TestSlicer'[Date]),MAX('TestSlicer'[Date]))

I created a calculated column using the following DAX expression:

Month = IF(FORMAT('DateTable'[Date],"MM")=FORMAT(MAX('DateTable'[Date]),"MM"),"Latest Month",FORMAT('DateTable'[Date],"MM"))

Use this calculated column in a slicer:

In the Report server, the latest month is selected by default:

When I update the data and allow refresh on the Report server, the slicer will default to updating the month corresponding to the maximum date:

Best Regards

Jianpeng Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: How can I make the filter default to the latest month after new data is loaded?

KevinsKanban — Tue, 01 Oct 2024 08:35:09 GMT

Hi Anonymous

Thank you very much for your help, this method is very effective, I should have thought of
I also tested whether I could make "last Month" a variable so that it would always display this month.
But unfortunately, the values checked by the filter must be exactly the same. He cannot check a variable.

Best Regards

Kevin