Forum Discussion
Custom Date drop down slicer
Can you not simply add additional attributes to your existing Date Dimension table. Like attribute for Fiscal Year, Fiscal Quarter, etc. Then set up a Hierarchy in that Date Dimension of the Fiscal Year/Quarter/Month/Date.
Oh, and we really don't need to tag you in replies. You should get notifications of any replies regardless 🙂
Hi sid-agarwal
To achieve a wanted filtering functionality you need 2 things :
1. Fiscal calender , there are many guides of how to create it , for example :
https://www.youtube.com/watch?v=Lt_nNLQz0IE&t=7s2. To add a column to the created column which will check if the date is in current fiscal year and if yes it will giive a text "Current fiscal year" if no the original fiscar year.
The guide for creating the needed logic :
https://www.youtube.com/watch?v=um0dTXZhuekjust adopt it for your fiscal year calender
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Ritaf1983
I watched the videos but did not understand much.
So what I see from the visuals below is that this person is using chiclet slicer and grouping somehow to show the fiscal year, fiscal month, fiscal quarter and that is filtering down the next slicer accordingly. So if someone click on the radio button "Year" - the drop down below only shows Fis Years. If they select "Quarters" it shows breakdown by quarter, so on so forth. Here are the screenshots to explain -
Another thing I noticed when I tried to personalize the visual is also screenshot below -
Can you Ritaf1983 and ToddChitt or anyone help to understand?
My customer is asking to make a filter just like this in the new dashboard.
Hi sid-agarwal,
Thank you for reaching out in Microsoft Community Forum.
Thank you Ritaf1983 , ToddChitt for the helpful response.
Please follow below steps to resolve the issue;
1.Add a Date table with fiscal year, fiscal quarter, and fiscal month columns. Connect it to your data model.
2.Use the Chiclet Slicer visual from the Power BI marketplace to display "Year", "Quarter", and "Month" as slicer options.
3.Create DAX measures to dynamically filter the options shown in the second slicer based on the first slicer's selection (e.g., show Fiscal Year when "Year" is selected).
Please continue using Microsoft Community Forum.
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Regards,
Pavan.