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IshaDahra's avatar
IshaDahra
Regular Visitor
1 year ago
Solved

Dynamic preselected selection in PowerBI slicer

I am working on automation of a task which contains monthly data. I want my slicer to be automatically select the latest month data available whenever the data refreshes
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  • mdaatifraza5556's avatar
    mdaatifraza5556
    1 year ago

    Hi IshaDahra 

    As you can see i have created a calculated column

    In which i have named for current month to show Latest Month ( in calculated col)

    and in the slicer i just selected Latest Month, Now whenever the new month data is added then that calculated column is re-run when it get refresh then again Latest Month will give the current month which is added into it .

    I have just tried with a sample by adding next month for 1999. and it's working 



    If this answers your questions kindly accept it as a solution and give kudos.


wardy912's avatar
wardy912
Icon for Super User rankSuper User
1 year ago

Hi IshaDahra 

 

 Ensure your month column is sorted by a number column.

Add your slicer and make sure it's sorted by the month column descending.

Enable single select.

 

If you want to dynamically filter your page every time, just add the month column to the filter pane.

Select 'relative date', 'is in this month'

 

I hope this helps, please give a thumbs up and mark as solved if it does, thanks!

 

 

 

mdaatifraza5556's avatar
mdaatifraza5556
Icon for Super User rankSuper User
1 year ago

Hi IshaDahra 

Can you please try the below steps to get your result ?

This is based on the max date you have in your table ( either it is max date as per you data or it is related to today)

1. Create a calculated column in your date table using below dax 
    

MonthLabel =
VAR CurrentMonth =
    EOMONTH('date'[Date], 0)
VAR LatestMonth =
    CALCULATE(
        MAXX(ALL('date'), EOMONTH('date'[Date], 0)),
        REMOVEFILTERS('date')
    )
RETURN
IF(
    CurrentMonth = LatestMonth,
    "Latest Month",
    FORMAT('date'[Date], "MMM-YYYY")
)
 
 

 

Now add a slicer ( use MonthLabel column) and select the Latest Month and then published it to the workspace.

whenever the use open the report it is always Latest Month is selected, later or you can change the month or by the help of year slicer you can also adjust this.

Result 

 

If this answers your questions, kindly accept it as a solution and give kudos.

  • IshaDahra's avatar
    IshaDahra
    Regular Visitor
    1 year ago

    I have put Month name's name in slicer, if the latest month data in slicer is July-2025 and I publish it. Then, the data of August is loaded in folder to automatically refresh the dashboard, the selection of slicer doesn't changes to August

    • mdaatifraza5556's avatar
      mdaatifraza5556
      Icon for Super User rankSuper User
      1 year ago

      Hi IshaDahra 

      As you can see i have created a calculated column

      In which i have named for current month to show Latest Month ( in calculated col)

      and in the slicer i just selected Latest Month, Now whenever the new month data is added then that calculated column is re-run when it get refresh then again Latest Month will give the current month which is added into it .

      I have just tried with a sample by adding next month for 1999. and it's working 



      If this answers your questions kindly accept it as a solution and give kudos.