Forum Discussion
Changing a filter across multiple tabs based on predefined values rolled forward
Hello An0n,
One way to solve this issue is to use a parameter in Power BI Desktop. You can create a parameter that will allow you to dynamically change the name of the Excel file in the filter, without having to manually update the filter on each tab.
Here are the steps to create a parameter in Power BI Desktop:
- Sahir_Maharaj3 years ago
Super User
8. Now, when you view the report in the Power BI Service, the filter will dynamically update to the new file name, based on the value of the parameter. You can change the value of the parameter as often as you need, without having to manually update the filter on each tab.
- Sahir_Maharaj3 years ago
Super User
1. In Power BI Desktop, click on the "Modeling" tab and then click on "New Parameter".
- Sahir_Maharaj3 years ago
Super User
2. In the "Create Parameter" dialog box, give the parameter a name (e.g. "File Name"), select "Text" as the data type, and enter the current file name in the "Default Value" field (e.g. "Product 1_Country A_Q4 22").
- Sahir_Maharaj3 years ago
Super User
3. In the "File Name" filter, replace the hardcoded file name with the parameter name (e.g. "File Name").
- Sahir_Maharaj3 years ago
Super User
4. Publish the report to the Power BI Service.
- Sahir_Maharaj3 years ago
Super User
5. In the Power BI Service, go to the "Report" section and click on "Manage parameters".
- Sahir_Maharaj3 years ago
Super User
6. In the "Manage parameters" dialog box, update the value of the "File Name" parameter to the new file name (e.g. "Product 1_Country A_Q1 23").
- Sahir_Maharaj3 years ago
Super User
7. Save and close the "Manage parameters" dialog box.
- Sahir_Maharaj3 years ago
Super User
This will allow you to easily roll forward all tabs to the new quarter, without having to specifically change the name of the file in the filter on each tab.