Dynamic Title Based on Date Hierarchy Selected by User

[sajtx725]

Hi,

I have a column chart that has a date hierarchy to allow users to drill to different date levels.  The hierarchy includes the year, quarter, month-year, and date levels.  After a user drills to a particular date level within the hierarchy, I would like to have the chart title dynamically change and reflect the level of the date that's visible on the chart.

For example, for the chart below, the user has drilled down to the quarter level for the date hierarchy, and so I would like for the title to be "Sales by Quarter"

For example, for the chart below, the user has drilled down to the month year level for the date hierarchy, and so I would like for the title to be "Sales by Month & Year"

and so on...

I tried to apply conditional formatting to the title based on the formula below, but it's not working the way I'd like.

Is there any way to dynamically change the title of a chart based on the date hierarchy that is selected on the chart by a user?  Any help would be appreciated.

Thanks,

Sajeel

[lbendlin · Accepted solution]

Instead of the hierarchy, use Field Parameters with a button slicer that will give you that "title"  for free.

[v-dineshya]

Hi @sajtx725 ,

Thank you for reaching out to the Microsoft Community Forum.

Hi @lbendlin , @MasonMA , @Ashish_Mathur , Thank you for your prompt responses.

Hi @sajtx725 ,

Please check the below things.

1. The ISINSCOPE() function checks if a column is visible in the visual context, so the title measure needs to be on the same chart that uses the 'Calendar' hierarchy. please check your visual is using the actual 'Calendar' table hierarchy, not unrelated fields.

2. You will need to create a card visual using this DynamicTitle measure and then layer or position it as the chart title or use it as a dynamic header. Power BI doesn't let you directly bind this measure to the chart title itself. But you can place a dynamic card visual right above the chart as your effective title. And use synced slicers, so the context always updates with drill-downs.

3. Check the visual interactions are enabled, so the hierarchy selections affect the title visual. In Desktop, go to Format --> Edit Interactions.

4. You can try Calculation Groups in Tabular Editor, Create a calculation group (Date Level), Add calculation items like Sales by Year, Sales by Quarter, etc. Set dynamic expressions using ISINSCOPE in the Calculation Group logic. This allows title logic and reuse across visuals.

I hope this information helps. Please do let us know if you have any further queries.

Regards,

Dinesh

[v-dineshya]

Hi @sajtx725 ,

We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.

Regards,

Dinesh

[v-dineshya]

Hi @sajtx725 ,

We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.

Regards,

Dinesh

[v-dineshya]

Hi @sajtx725 ,

We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.

Regards,

Dinesh

[Ashish_Mathur]

Hi,

I'd like to try.  Share the download link of the PBI file.

[MasonMA · Accepted solution]

Also,

you may consider using Bookmarks along with buttons (or Bookmark Navigators) to allow your users to toggle between the different views. With Bookmarks, you may not even need to create dynamic titles at all:)

[lbendlin · Accepted solution]

Instead of the hierarchy, use Field Parameters with a button slicer that will give you that "title"  for free.