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singarfield's avatar
singarfield
Helper I
7 years ago
Solved

Create one date filter for three separate data sources

Hi everyone, 

I have three separate data sheets (excel) feeding into Power BI which all have the same date period in them, and I would like to be able to add one filter in my Power BI report which can control all three. Is this possible?

Thank you, 

S

Need Help
  • mussaenda's avatar
    mussaenda
    7 years ago
    let fnDateTable = (StartDate as date, EndDate as date, FYStartMonth as number) as table =>
  let
    DayCount = Duration.Days(Duration.From(EndDate - StartDate)),
    Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
    TableFromList = Table.FromList(Source, Splitter.SplitByNothing()),   
    ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}),
    RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}),
    InsertYear = Table.AddColumn(RenamedColumns, "Year", each Date.Year([Date]),type text),
    InsertYearNumber = Table.AddColumn(RenamedColumns, "YearNumber", each Date.Year([Date])),
    InsertQuarter = Table.AddColumn(InsertYear, "QuarterOfYear", each Date.QuarterOfYear([Date])),
    InsertMonth = Table.AddColumn(InsertQuarter, "MonthOfYear", each Date.Month([Date]), type text),
    InsertDay = Table.AddColumn(InsertMonth, "DayOfMonth", each Date.Day([Date])),
    InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]),
    InsertMonthName = Table.AddColumn(InsertDayInt, "MonthName", each Date.ToText([Date], "MMMM"), type text),
    InsertCalendarMonth = Table.AddColumn(InsertMonthName, "MonthInCalendar", each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])),
    InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "QuarterInCalendar", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])),
    InsertDayWeek = Table.AddColumn(InsertCalendarQtr, "DayInWeek", each Date.DayOfWeek([Date])),
    InsertDayName = Table.AddColumn(InsertDayWeek, "DayOfWeekName", each Date.ToText([Date], "dddd"), type text),
    InsertWeekEnding = Table.AddColumn(InsertDayName, "WeekEnding", each Date.EndOfWeek([Date]), type date),
    InsertWeekNumber= Table.AddColumn(InsertWeekEnding, "Week Number", each Date.WeekOfYear([Date])),
    InsertMonthnYear = Table.AddColumn(InsertWeekNumber,"MonthnYear", each [Year] * 10000 + [MonthOfYear] * 100),
    InsertQuarternYear = Table.AddColumn(InsertMonthnYear,"QuarternYear", each [Year] * 10000 + [QuarterOfYear] * 100),
    ChangedType1 = Table.TransformColumnTypes(InsertQuarternYear,{{"QuarternYear", Int64.Type},{"Week Number", Int64.Type},{"Year", type text},{"MonthnYear", Int64.Type}, {"DateInt", Int64.Type}, {"DayOfMonth", Int64.Type}, {"MonthOfYear", Int64.Type}, {"QuarterOfYear", Int64.Type}, {"MonthInCalendar", type text}, {"QuarterInCalendar", type text}, {"DayInWeek", Int64.Type}}),
    InsertShortYear = Table.AddColumn(ChangedType1, "ShortYear", each Text.End(Text.From([Year]), 2), type text),
    AddFY = Table.AddColumn(InsertShortYear, "FY", each "FY"&(if [MonthOfYear]>=FYStartMonth then Text.From(Number.From([ShortYear])+1) else [ShortYear]))
in
    AddFY
in
    fnDateTable

    You may want to paste this to your blank query. It is a date table with lots of column like mos, qtr, sem, etc. Got it from Enterprise DNA site. You can then create relationships to use only one filter for the three tables.

4 Replies

  • TomMartens's avatar
    TomMartens
    Super User
    7 years ago
    Hey, you can create an extra calendar table using DAX function CALENDARAUTO see here: https://dax.guide/calendarauto/

    Create three relationship between the Calendartable on the one side and the other tables on the many side (make sure the cross filter direction is set to single).

    Then you can create a slicer using the date column from the Calendar table, this will then filter all the other tables.

    Hopefully this provides what you are looking for.

    Regards,
    Tom
  • mussaenda's avatar
    mussaenda
    Community Champion
    7 years ago
    let fnDateTable = (StartDate as date, EndDate as date, FYStartMonth as number) as table =>
  let
    DayCount = Duration.Days(Duration.From(EndDate - StartDate)),
    Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
    TableFromList = Table.FromList(Source, Splitter.SplitByNothing()),   
    ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}),
    RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}),
    InsertYear = Table.AddColumn(RenamedColumns, "Year", each Date.Year([Date]),type text),
    InsertYearNumber = Table.AddColumn(RenamedColumns, "YearNumber", each Date.Year([Date])),
    InsertQuarter = Table.AddColumn(InsertYear, "QuarterOfYear", each Date.QuarterOfYear([Date])),
    InsertMonth = Table.AddColumn(InsertQuarter, "MonthOfYear", each Date.Month([Date]), type text),
    InsertDay = Table.AddColumn(InsertMonth, "DayOfMonth", each Date.Day([Date])),
    InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]),
    InsertMonthName = Table.AddColumn(InsertDayInt, "MonthName", each Date.ToText([Date], "MMMM"), type text),
    InsertCalendarMonth = Table.AddColumn(InsertMonthName, "MonthInCalendar", each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])),
    InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "QuarterInCalendar", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])),
    InsertDayWeek = Table.AddColumn(InsertCalendarQtr, "DayInWeek", each Date.DayOfWeek([Date])),
    InsertDayName = Table.AddColumn(InsertDayWeek, "DayOfWeekName", each Date.ToText([Date], "dddd"), type text),
    InsertWeekEnding = Table.AddColumn(InsertDayName, "WeekEnding", each Date.EndOfWeek([Date]), type date),
    InsertWeekNumber= Table.AddColumn(InsertWeekEnding, "Week Number", each Date.WeekOfYear([Date])),
    InsertMonthnYear = Table.AddColumn(InsertWeekNumber,"MonthnYear", each [Year] * 10000 + [MonthOfYear] * 100),
    InsertQuarternYear = Table.AddColumn(InsertMonthnYear,"QuarternYear", each [Year] * 10000 + [QuarterOfYear] * 100),
    ChangedType1 = Table.TransformColumnTypes(InsertQuarternYear,{{"QuarternYear", Int64.Type},{"Week Number", Int64.Type},{"Year", type text},{"MonthnYear", Int64.Type}, {"DateInt", Int64.Type}, {"DayOfMonth", Int64.Type}, {"MonthOfYear", Int64.Type}, {"QuarterOfYear", Int64.Type}, {"MonthInCalendar", type text}, {"QuarterInCalendar", type text}, {"DayInWeek", Int64.Type}}),
    InsertShortYear = Table.AddColumn(ChangedType1, "ShortYear", each Text.End(Text.From([Year]), 2), type text),
    AddFY = Table.AddColumn(InsertShortYear, "FY", each "FY"&(if [MonthOfYear]>=FYStartMonth then Text.From(Number.From([ShortYear])+1) else [ShortYear]))
in
    AddFY
in
    fnDateTable

    You may want to paste this to your blank query. It is a date table with lots of column like mos, qtr, sem, etc. Got it from Enterprise DNA site. You can then create relationships to use only one filter for the three tables.