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infernox
Frequent Visitor

Bookmark Button not applying filter + Can I link more than 1 date column to a Date Table

Hi,

 

I'm fairly new to Power Bi, I learned how to use Bookmark Buttons and tried it out with 3 Buttons; Last Week, Last Month and Reset. 2 of these buttons work as I imagined, the Last Month and Reset Buttons, however for some reason the Last Week button doesn't. It is meant to set the date slicer to have a filter to only show dates in the last calender week. It is applying the filter correctly when I click the button but not updating the visuals/card numbers. If I move the date slider 1 day forward to 8th August it updates it correctly but moving it back to 7th August puts the numbers back to the full amount. See below screenshot:

 

infernox_1-1660650020539.png

 

However the Last Month one works and I used the same method. It is updating the visuals and cards:

infernox_2-1660650231807.png

 

Reset State = no filters applied:

infernox_0-1660649952827.png

 

The other question I have is related to the Date Slicer. It's using the Date field from the Calender table, you can see it in the relationship below. My question relates to the orders table, it has 3 columns with dates in it; order_date, delivery_date and created_at_date. Currently I've linked the created_at_date field to this Date field in the Calender table. However for some of the cards on that page, I want the date slider to be linked to the order_date for some and delivery_date for others. The created at date in this table would be when the lead came in but the order date could be weeks after, I want it so when I click last week for example, it shows orders with the order date in the last calender week. Right now it's showing the orders with the created at date in the last calender week. Is this possible? As you can see, there's also the account manager dropdown which filters it further.

 

infernox_3-1660650428327.png

 

 

1 ACCEPTED SOLUTION
infernox
Frequent Visitor

I finally fixed all these issues, just in case anyone else has them, this is how I fixed them. The bookmark buttons I fixed by adding a seperate slicer for Week Offset and another one for Month Offset, I clicked -1 for the appropriate bookmark and hid them. Works just like I wanted. For the extra columns I wanted to link to the Calender Date field, I used the USERELATIONSHIP function and treated the order_date as an inactive relationship. 

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5 REPLIES 5
infernox
Frequent Visitor

I finally fixed all these issues, just in case anyone else has them, this is how I fixed them. The bookmark buttons I fixed by adding a seperate slicer for Week Offset and another one for Month Offset, I clicked -1 for the appropriate bookmark and hid them. Works just like I wanted. For the extra columns I wanted to link to the Calender Date field, I used the USERELATIONSHIP function and treated the order_date as an inactive relationship. 

infernox
Frequent Visitor

Bump. Any help would be appreciated.

infernox
Frequent Visitor

Hi, can anyone help with this? I realised that for the Last Week button, the card visuals say this:

 

infernox_0-1660748289666.png

 

However for the Last Month button, the card visuals say this:

infernox_1-1660748342611.png

 

So why is the slicer not affecting those visuals and how can I make it so that they do effect the visual? I've already checked the Format tab Edit Interactions and all the visuals are selected to Filter, but still not working for Last Week button.

amitchandak
Super User
Super User

@infernox , Do you want to maintain slicer value across bookmarks?

 

if yes refer

https://community.powerbi.com/t5/Desktop/Maintain-Slicer-Values-through-Bookmarks/m-p/501634

https://radacad.com/power-bi-bookmark-with-or-without-data

http://www.sql-datatools.com/2019/11/powerbi-Maintain-Slicer-Values-through-Bookmarks.html

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No I'm not looking for this - https://radacad.com/power-bi-bookmark-with-or-without-data - as I want to change the slicer value using the bookmark buttons and it does do that currently. Problem is the multi-row card visual isn't changing when using Last Week bookmark but it is when using Last Month bookmark. When I manually select the date I get the right figures:

 

infernox_0-1660656838258.png

 

 

But using Last Week button, filters the Date correctly but doesn't change the values. However I used the same method on Last Month and it does change the values. I checked and it has the same options selected as Last Month.

 

infernox_1-1660656888271.png

infernox_2-1660656924178.png

 

 

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