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pradeept's avatar
pradeept
Icon for Resolver I rankResolver I
5 years ago
Solved

Default Selection for Latest Period (Data for Latest Period)

Hi Community,   Need your help.   Sceanrio: I have 2 slicers in one page. Year (YYYY) and Month (YYYYMM).  1) When I open the the dashboard, the slicer has to  set for the latest Year and latest...
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  • pradeept's avatar
    pradeept
    5 years ago

    Anonymous thanks for your help.

     

    I don't want to use the static dates;  the dates should be dynamic,  in measures calculation. 
    I tried to overcome the filtering at each visual as well.
     
    Finally got some solution, after tweaking my initial DAX measure. Here is the DAX measure calculation I used to achieve this.. 
     
    SalesAmount Latest Period=
    Var _MaxReportPeriod =
    CALCULATE(
    MAX(Sales[ReportingPeriod]),
    ALLEXCEPT(Sales,Sales[ReportingPeriod],Sales[ReportingYear])
    )

    RETURN
    CALCULATE(
    SUM(Sales[Amount]), Sales[ReportingPeriod] = _MaxReportPeriod
    )
amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
5 years ago

pradeept , You have to create columns like these on you date Table

 

Month Type = Switch( True(),
eomonth([Date],0)= eomonth(Today(),0),"Current Month" ,

eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
Format([Date],"MMM-YYYY")
)

 

Year Type = Switch( True(),
year([Date])= year(Today()),"This Year" ,
Format([Date],"YYYY")
)

 

 

Select This Year and current month

 

refer my video

https://www.youtube.com/watch?v=hfn05preQYA

pradeept's avatar
pradeept
Icon for Resolver I rankResolver I
5 years ago

amitchandak  thanks for you suggestion. but this is not what I am looking for exactly.

Step-1:

When we open the page/dashboard, by default Year/Month should be filtered automatically  for "This Year" and "This Month" . There should not be any manual process for selections. (labels should be '2021', '202103')

 

Step-2:

After analysing the charts/reports for latest period, if any further analysis required then we will select the necessary time periods. 

 

Thanks, pradeep