Dynamic Data Tagging based on Slicer Selection

Hi leonaxhero ,

Here's how you can achieve dynamic data tagging based on slicer selection:

Solution Overview: Create 3 disconnected tables and use a dynamic measure to control what data shows based on user selections.

Step 1: Create Disconnected Tables

dax
// Table 1 - For start date selection
OP_Sel = DISTINCT(
SELECTCOLUMNS(
'SampleData',
"Posting Period", 'SampleData'[Posting Period]
)
)

// Table 2 - For end date selection
CP_Sel = DISTINCT(
SELECTCOLUMNS(
'SampleData',
"Posting Period", 'SampleData'[Posting Period]
)
)

// Table 3 - Category tags
TagTable = DATATABLE(
"Type Tag", STRING,
{
{"Opening Balance"},
{"Current Year Activity"}
}
)
Step 2: Create Dynamic Measure

dax
Dynamic Value = VAR SelectedTag = SELECTEDVALUE(TagTable[Type Tag])
VAR StartDate = MIN('OP_Sel'[Posting Period])
VAR EndDate = MAX('CP_Sel'[Posting Period])
VAR CurrentRowDate = MAX('SampleData'[Posting Period])

RETURN
SWITCH(
TRUE(),
SelectedTag = "Opening Balance" && CurrentRowDate < StartDate,
SUM('SampleData'[Value]),
SelectedTag = "Current Year Activity" && CurrentRowDate >= StartDate && CurrentRowDate <= EndDate,
SUM('SampleData'[Value]),
BLANK()
)
How it works:

Users select date ranges with OP_Sel and CP_Sel slicers
TagTable values switches between "Opening Balance" (shows data before start date) and "Current Year Activity" (shows data within selected range)
The measure dynamically filters data based on these selections

Thanks