Automatic Update of Date Filter

[Anonymous]

Hi,

I was wondering if there was any way to automatically update date filters when refreshing your data source.

As of right now, I have a filter for year, month, and day, but when refreshing my data source, the filters are stuck on the date that I had saved the dashboard. 

I created a column for "max" date, but my boss wants to have it so that it automatically shows the max date, but also you can drop down to pick certain dates as well, so my max date columns did not work out... 

Please let me know if my question is confusing

Thank you!
Sarah 

[VasTg · Accepted solution]

@Anonymous 

I had a similar situation to show the latest month in the month slicer.

I ended up creating a new column as  if last business day =1, then "current" else month_name. Then i used the new column in the slicer and selected "current " as default value. Based on the last business day, the current month is dynamically populated. 

You could follow the same approach for all the slicers.

If this helps, mark it as a solution.

Kudos are nice too.

[mpgoggin]

Hello Power Gurus,

I have a follow up question:

Is there a solution for a date slicer with a from date and to date, as opposed to a drop down. I would love to have to To Date that is automically updated to show today, as opposed to the last time the file was saved.

Thanks and Regards,

Mike G

[VasTg · Accepted solution]

@Anonymous 

I had a similar situation to show the latest month in the month slicer.

I ended up creating a new column as  if last business day =1, then "current" else month_name. Then i used the new column in the slicer and selected "current " as default value. Based on the last business day, the current month is dynamically populated. 

You could follow the same approach for all the slicers.

If this helps, mark it as a solution.

Kudos are nice too.

[Anonymous]

Hi, @VasTg Do you know how to sort the months in order so that it is in order like Jan , Feb , Mar , instead of by alphabetical?

Thank you!
Sarah

[VasTg · Accepted solution]

@Anonymous 

Sarah,

Create a custom or conditional sort order column where values for  jan is 1, feb is 2 etc.

Then select the column you want to sort in Data view, then choose "sort by column" drop down to select the column you created in previous step.

If it helps, mark it as a solution.

Kudos are nice too.

[Anonymous]

Hi again @VasTg , is there a way to put the actual month instead of saying "current"? I feel like it will be more visually appealing if the actual month was displayed... 

Thank you for all of your help! (I am new to Power BI)

Sarah

[VasTg]

Hmmm..Not that I know of.

Even with this approach, we are statically selecting the value "Current" on the slicer but internally choosing the latest month dynamically based on conditional/custom column.

I will defer to experts.

Also,  please update in this thread if you come across a solution.

[Anonymous]

Thank you so much! I will try this...