Dynamic Date Filter Toggles

[Saffy]

i am very new to PBI, coming from a tableau background!

In tableau i could use a parameter field that would have two options: include and exclude

id then create an if condition, if inlcude then one date range, and if exclude then a different date range. I'd be able to add this a sheet filter.

I seem to be hitting a brick wall in delivering this in PBI. any guides/videos/tutorials or work around would be great

info about the data set

Key columns are [order_id], [order_date], [order_date_week]<truncated to monday, [order_date_week_num]

it seems to be failing because i want it as a column but this cant connect to a slicer to create that toggle function... any creative suggestions welcome 🙂

[v-sdhruv]

Hi @Saffy ,

Just wanted to check if you got a chance to review the suggestion provided and whether that helped you address your query?

Thank You

[Saffy]

ok my table is called sales

IsInDateRange =

VAR Selection = SELECTEDVALUE('Include/Exclude'[Parameter], "Include")

RETURN

CALCULATE(

    COUNTROWS('Sales'),

    FILTER(

        'Sales',

        IF(

            Selection = "Include",

            'Sales'[order_date] >= TODAY()-3,

             'Sales'[order_date] < TODAY()-3

        )

    )

)

so i've updated the formula and created it as a measure, but when i drag it onto a visual what do i filter these are the options

[v-sdhruv]

Hi @Saffy ,

In each visual (e.g., net sales, margin, etc.), add a filter: IsInDateRange= True

This way, the visual only shows data based on the selected toggle.

You don’t need to recreate this for every metric. Just use this IsInDateRange measure as a filter across visuals. Your actual metrics (like Net Sales, Margin, etc.) stay untouched.

Regards,
Shruti

[Shahid12523]

- Create a disconnected table with values like "Include" and "Exclude".
- Use a slicer on that table to let users choose.
- Write a DAX measure that checks the slicer selection and applies different date logic.
- Filter visuals using that measure (e.g., [IsInDateRange] = TRUE).

[Saffy]

It wouldn't let me create a measure from a column

[MasonMA]

Hi, 

After you created a disconnected table with below logic, 

Create a Measure, for example with below logic to show Past 3 days 'Request count' when user selects 'Include'. 

IsInDateRange = 
VAR Selection = SELECTEDVALUE('ParameterTable'[Parameter], "Include")
RETURN
CALCULATE(
    COUNTROWS('Request'),
    FILTER(
        'Request',
        IF(
            Selection = "Include",
            'Request'[Created Date] >= TODAY()-3,
             'Request'[Created Date] < TODAY()-3
        )
    )
)

[Saffy]

Do I have to do that for each calculation , like for each metric? Each measure or can that be applied to the filter
I have a few, net sales, margin, count orders, count of products etc..

av