Relative date periode

[Anonymous]

Hi, 

I have an issue in my report. I would like to automatically display the last month of available data when opening the report, and let the user the choice in the period if he wants to display another month.

Today, it is ticked on one month and stay like this, it's not dynamic. It creates confusion for the users.

So today, it's a slicer for years + a filter for the month and it displays from January to the selected month of the year.

It's clearly not ideal. I tried to put only one slicer with directly the date inside but I want it to be displayed only by entire available months, not all the available dates and I couldn't find how to do this.

I've tried again with the "relative" option on my Datadate (DateDonnees field), putting a filter on my data date and then choosing "relative", last 1 month, but it gives me data that are not yet loaded/available in this field, I can't explain why 😕

Example (my last available data are 31/03/2020) :

If I let the slicer with the between option, the last data is ok, 31/03/2020:

Now, if I choose the "relative date" option, with Last 1 Month (calendar) choice, it gives me the the last month existing in reality, not in my data : 

Would you have a solution to have a proper filter, presenting automatically when opening the report the last month of available data and also allowing the user to choose another period (monthly period) if needed ?

The actual format of my dates are : 

DateDonnees : 31/03/20 00:00:00 : date type, always the last day of each month

I have the year in number : 2020

The month in letter : March

The month in text : 01 to 12

Could add the month in number if needed : 1 to 12

I can update easily my model if needed, let me know your thoughts, I would be very grateful for your help, it makes me crazy not to find a proper way to display such a simple feature 😕

Thanks a lot, AnneSo

[lbendlin]

It's not a simple feature at all.  This is one of the most complex requests because it contrary to the design idea of Power BI.

There is an option to use static text to make this dynamic (ironic, isn't it?) but it's not simple.

The basic idea is that your slicers remember their last value.  You take advantage of that by creating a calculated column that always assigns a stati text to the latest data date, like "Latest Snapshot".  Then you can select this "Latest Snapshot"  in the slicer and the next time the user opens the report they see the selection based on the latest data.

There are a number of caveats:

- It is assumed that your dataset refreshes daily-ish

- All your other dates need to be converted to text too. So you need to spend additional effort to create a new calculated column (like day number) that you can then use to correctly sort your dates (which are now text)