Forum Discussion

mebab's avatar
mebab
Microsoft Employee
10 years ago

Default value for filters

I have a report with a date filter in it. Is it possible to give default values to them (preferably pogrammatically) such that every time the report loads, the report is shown for the default values,...
Greg_Deckler's avatar
Greg_Deckler
Community Champion
10 years ago

You can definitely set the filters for the report for defaults, just adjust the values in the Filters area and save the report. However, if someone updates the filters and saves the report, it will change the default. However, if they change the filter and do not save, you will be fine.

 

Programmatic is not possible right now I believe, you can put a formula like "TODAY()" in the filter and when you apply it, it changes to today's date, but I do not believe that it persists as a formula right now or that you can put in something like "TODAY()-14" for example.

  • konstantinos's avatar
    konstantinos
    Memorable Member
    10 years ago

    mebabTo extend Greg_Deckler suggestion you can add a calculated column in your Date table sort of like this 

     

    1. Switch ( TRUE ; AND( DateTable[Date] =< Today();DateTable[Date] > Today() - 15 ) ; " Last 2 Weeks" ; ........etc..

     

    then either you create more periods or leave the date filters..to finish the formula..

     

    After you add this column as filter and select by default the "Last 2 Weeks"..Everytime it refreshes the filter will contains the latest 14 days..

     

    2. or with disconnected slicers...a simplified version of http://www.powerpivotpro.com/2013/06/simplifying-time-calculations-and-the-user-experience-using-disconnected-slicers/

    • mebab's avatar
      mebab
      Microsoft Employee
      10 years ago

      Hi, thank you for the replies.

      My issue is that, I want the report to be run and ready for the up-to-date data but when the user opens it, the filters should contain a default value of start and end dates specifying last two weeks. But the user gets the privilege to change the date filter to any past date and that way the report gets updated with the new datetime values chosen.

      Is there any way to support this?

      • Greg_Deckler's avatar
        Greg_Deckler
        Community Champion
        10 years ago

        Had a thought on this, alas it did not work. Created two measures, TODAY() and TODAY()-14 as their formulas. That's great, but you cannot set the filters to a measure value apparently. Thought was that you could go to Advanced Filtering and set "is on or after" the second measure and "is on or before" first measure.

         

        No dice.