2 Slicer Filtering Time Period & Date Recommendation

[roy_]

Context: There are two slicers—one with Time Period options of Daily, Weekly, and Monthly, and the other with the respective dates such as 01/01/2024, 01/02/2024, 01/03/2024, etc., Week 1-2024, Week 2-2024, Week 3-2024, etc., and Jan 2024, Feb 2024, Mar 2024, etc for months. In this scenario, it is important to require a single-select on both slicers.

Problem Statement: If I let the slicers sync to each other, it can create a non-desirable user experience, as they might get stuck on a certain time period. If I don't let the slicers sync to each other and show all possible options, it results in a non-desirable user experience where a user could select "Month" and a day like "01/12/2024," causing the metrics to go to zero since that isn't an appropriate selection.

Current Solution: My current workaround is to utilize Daily, Weekly, and Monthly buttons. However, as we know, the buttons can be time-consuming. 

I am curious how the community is handling this scenario to create a smooth end-user experience.

Thanks!

[roy_]

@RossEdwards / @Anonymous

Thank you both for the response. My current workaround was using bookmarks and buttons. My goal was to reach out to the community to see how others are handling this while keeping the end user top of mind.

I am curious if there is a slicer from the marketplace that others are using or perhaps another workaround that does not involve buttons and bookmarks.

[Anonymous]

Hi, @roy_ 

Hopefully a passing CSS will share your situation and offer a better solution to your problem, or you can provide more data without sensitive data to test, feel free to help you about this need.

Best Regards,
Yang
Community Support Team

[Anonymous]

Hi, @roy_ 

Thanks for @RossEdwards reply. You can refer to his suggestion, or you can share what kind of effect you ultimately want to achieve with the slicer, which you can share as a screenshot to understand.

Best Regards,
Yang
Community Support Team

[RossEdwards]

Slicers will always remember the selection last made by the user and what your default selection is.  If you want someone to choose Daily/Weekly/Monthly but also select at a granularity related to those Daily/Weekly/Monthly, you will have to accept that an old selection will be hung onto if you use Slicers alone.

Instead i'd make 3 bookmarks, for daily/weekly/monthly.  Have some sort of button (perhaps using the bookmark navigator visual) that changes which slicer is visible.  Have 3 different slicers for Daily/Weekly/Monthly. The bookmark can effectively reset the selection, meaning a person selects an option and it forgets the previous selection and shows the monthly slicer with the default selection.  Each bookmark would need to make sure that the hidden slicers have remembered no selections.

To add to this solution. Rather than show "Jan", "Feb", "March" only and have your defaults be a specific date/week/month, create some new label columns which set a dynamic default.  For example you might have a "Month Select" column which figures out what the current month is and uses the label "Current" for that month, but for all other entries it uses the month name of that non-current month.  A similar thing could be done with week or day.  Now you can select "Current" as your defaults, ensuring that your defaults are going to satify your users more often than not.