Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Auto Filter Based on Slicer Date

I have a slicer that is limiting a data set to the most recent "as of date" the table has the below structure. I need to further limit the output in my visuals to display only totals with an OpenDate month that is the month of the AsOfDate.

For example, using the below table I want to get the SUM of Amount where AsOfDate is 3/30/2022 and the OpenDate month is 3/2022.

 

Tables are using direct query.

 

AsOfDate  OpenDate  Amount
3/30/2022  3/01/2022  50.00
3/30/2022  3/4/2022  75.00
3/30/2022  1/10/2022  100.00
3/29/2022  1/12/2022  200.00

 

 

  • Anonymous's avatar
    Anonymous
    4 years ago

    HI Anonymous,

    You can add a measure to extract the current slicer selection and compare it with the 'open date' field values to return flag, then you can use this measure on the 'visual level filter' to filter records based on the flag.

    Applying a measure filter in Power BI - SQLBI

    flag =
    VAR currSelected =
        MAX ( Table[AsOfDate] )
    VAR currOpenDate =
        MAX ( Table[OpenDate] )
    RETURN
        IF ( currOpenDate <= currSelected, "Y", "N" )

    Regards,

    Xiaoxin Sheng

3 Replies

  • Hi Anonymous ,

    Have you tried using another date slicer, this time, for OpenDate?

    • Anonymous's avatar
      Anonymous
      Not applicable

      I did, it works but I would ideally like to default the slicer selection to the month of the 'AsOfDate' if that makes sense?

  • Anonymous's avatar
    Anonymous
    Not applicable

    HI Anonymous,

    You can add a measure to extract the current slicer selection and compare it with the 'open date' field values to return flag, then you can use this measure on the 'visual level filter' to filter records based on the flag.

    Applying a measure filter in Power BI - SQLBI

    flag =
    VAR currSelected =
        MAX ( Table[AsOfDate] )
    VAR currOpenDate =
        MAX ( Table[OpenDate] )
    RETURN
        IF ( currOpenDate <= currSelected, "Y", "N" )

    Regards,

    Xiaoxin Sheng