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Solle
Helper III
Helper III

Show future x months (slicer based) in bar chart

Hi all,

I am looking for some help to generate 3 button slicers that says "Future 3 Months" "Future 6 Months" and "Future 1 year" their purpose is to filter a barchart graph, which looks as below. 

Sampledata.JPG

I have tried multiple things, but nothing have seen to work out. 

Does anyone know how to create a dax filter, that allows to select those period - The periods should be based on today. There is data present for the future periods and there will always be, as this is future cashflows, as I am trying to generate a cashflow overview in PowerBI.

Let me know if you require anything else from me. 

Thank you!
Solle


1 ACCEPTED SOLUTION
random_Bi_User
Frequent Visitor

Hi @Solle
I would suggest @technolog solution aswell. You can create the bookmark and than use a button to switch between the bookmarks. Same thing can be archieved with the "navigation" button that automatically creates a button for each bookmark. The bookmark documentation can be found here: Create report bookmarks in Power BI to share insights and build stories - Power BI | Microsoft Docs


If you need to do this in dax you have three options:
1. The first one I would recommend if you want to do it in dax. This would give you a calculated column to filter on the number of months the date is in the future. So in this case 1 would be August (since its July), 2 is September and so on... 
The dax would look something like this:

if(DATEDIFF(TODAY(),'Datetable'[Date],MONTH)>0, DATEDIFF(TODAY(),'Datetable'[Date],MONTH),BLANK())


2. You could create a calculated coloumn in your date table to filter on the different time period. 
3. I would not recommend this, but you could create one column for each time period and filter on is in time period (yes/no). 

View solution in original post

4 REPLIES 4
random_Bi_User
Frequent Visitor

Hi @Solle
I would suggest @technolog solution aswell. You can create the bookmark and than use a button to switch between the bookmarks. Same thing can be archieved with the "navigation" button that automatically creates a button for each bookmark. The bookmark documentation can be found here: Create report bookmarks in Power BI to share insights and build stories - Power BI | Microsoft Docs


If you need to do this in dax you have three options:
1. The first one I would recommend if you want to do it in dax. This would give you a calculated column to filter on the number of months the date is in the future. So in this case 1 would be August (since its July), 2 is September and so on... 
The dax would look something like this:

if(DATEDIFF(TODAY(),'Datetable'[Date],MONTH)>0, DATEDIFF(TODAY(),'Datetable'[Date],MONTH),BLANK())


2. You could create a calculated coloumn in your date table to filter on the different time period. 
3. I would not recommend this, but you could create one column for each time period and filter on is in time period (yes/no). 

Hi @random_Bi_User 

Thank you for your reply - I will try to use your first step and then combine the filter with a bookmark 🙂 

Best Regards,
Solle

Hi @technolog 

Appreciate your reply! I think I will have to provide the above post as an answer. Despite partly using your recommendation as the solution! 

Thank you! 
Solle

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