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gkeo22
New Member
2 years ago
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Help Needed: Creating Custom Timeframe Filter Dropdown in Power BI

Hi there,

I'm currently working in Power BI and I'm looking to create a filter dropdown with specific timeframe options. These options include:

  • Currently Open

  • Total Historical

  • Year-to-Date (YTD)

  • Last 3 Months

  • Last 6 Months

I've attempted to use the relative date setting, but it doesn't quite meet my requirements. I aim to create a filter similar to the image attached, where instead of the year, it will display the aforementioned timeframes. Additionally, I want this filter to apply to all graphs accordingly.

Any insights or guidance on achieving this would be greatly appreciated. Thank you!


Here is the sample of the data. 

 

Status CodeClaim GroupClaim RepresentativeDate MailedTotal Amount

open

First 30 daysDallon Codner02/18/202416670.02
outstandingFirst 30 daysDallon Codner02/18/202413301.2
outstandingApproved to be paidDallon Codner12/25/202321002.53
outstandingApproved to be paidDallon Codner12/25/202320179.82
outstandingApproved to be paidDallon Codner02/18/20241060.81
openFirst 30 daysDallon Codner12/25/202313465.73
openApproved to be paidDallon Codner12/25/202319096.97
openFirst 30 daysDallon Codner02/18/20241448.96
openApproved to be paidDallon Codner12/25/202319746.26
outstandingFirst 30 daysDallon Codner12/25/20237335.63
openFirst 30 daysDallon Codner02/18/202418120.05
openApproved to be paidDallon Codner02/18/20245648.41
outstandingFirst 30 daysDallon Codner02/18/20248737.64

 

 

Let me know if there is anything else I need to add or provide.