Dynamic Date Slicer

[BarnyQuack]

Hi,

I need a date slicer to dynamically show the current month. Currently November is checked, but it needs to change to December when we get to next December and the report is refreshed.

I'm sure that the November boxed can't automatically be unchecked and the December box magically gets checked.

So I'm looking for any other options out there please! 

I'm trying to keep it so the user doesn't have to click too many options to see the current month. I have thought of using a bookmark to show/hide current month, but I'm hoping for something better.

Many thanks for looking!  😊

[v-hashadapu]

HI @BarnyQuack , Hope you're doing okay! May we know if it worked for you, or are you still experiencing difficulties? Let us know — your feedback can really help others in the same situation.

[v-hashadapu]

Hi @BarnyQuack , Thank you for reaching out to the Microsoft Community Forum.

We find the answer shared by @danextian  is appropriate. Can you please confirm if the solution worked for you. It will help others with similar issues find the answer easily.

Thank you @danextian  for your valuable response.

[danextian · Accepted solution]

Hi @BarnyQuack 

Using Tabular Editor, you need to levareage the Group by Columns property to "store a filter by using an alternate value, which represents the key of the entity." Power BI uses this key to store the filter, allowing the corresponding filter value in the visual to change dynamically. For instance, if May-24 is selected in the visual and currently has a key of 0, when June arrives, May will shift to a key of 1, and June will take the key of 0.  Please note  that if you're using a dropdown, although the filters have actually changed, the slicer selection doesn't. 

Further reading in the video description: https://youtu.be/MrEAZREQuXM

[amitchandak]

@BarnyQuack , we usually use a current month text in a new column and use that as default 

Need to be adjusted as per need 

Month Type = Switch( True(),
eomonth([Date],0) = eomonth(Today(),-1*month(Today())),"Last year Last Month" ,
eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
Format([Date],"MMM-YYYY")
)
Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

[BarnyQuack]

Many thanks for the advice! That is much appreciated.

That is a great idea, My user wants to keep their date hierarchy i.e. year/quarter/month.

Is there a way to incorporate that?

[kushanNa]

@BarnyQuack 

if @amitchandak 's suggested solution works for you, you can create three separate columns: one for the Year, one for the Quarter, and one for the Month(suggested)  in MMM format. Then, add all three columns to the slicer. It will display a hierarchy like Year → Quarter → Month(suggested) 

oh and also you will need to create another column month in MM format to sort the suggested column