Help Needed: Creating Custom Timeframe Filter Dropdown in Power BI

[gkeo22]

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 Code	Claim Group	Claim Representative	Date Mailed	Total Amount
open	First 30 days	Dallon Codner	02/18/2024	16670.02
outstanding	First 30 days	Dallon Codner	02/18/2024	13301.2
outstanding	Approved to be paid	Dallon Codner	12/25/2023	21002.53
outstanding	Approved to be paid	Dallon Codner	12/25/2023	20179.82
outstanding	Approved to be paid	Dallon Codner	02/18/2024	1060.81
open	First 30 days	Dallon Codner	12/25/2023	13465.73
open	Approved to be paid	Dallon Codner	12/25/2023	19096.97
open	First 30 days	Dallon Codner	02/18/2024	1448.96
open	Approved to be paid	Dallon Codner	12/25/2023	19746.26
outstanding	First 30 days	Dallon Codner	12/25/2023	7335.63
open	First 30 days	Dallon Codner	02/18/2024	18120.05
open	Approved to be paid	Dallon Codner	02/18/2024	5648.41
outstanding	First 30 days	Dallon Codner	02/18/2024	8737.64

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

[Ritaf1983 · Accepted solution]

Hi @gkeo22 
Please refer to the linked tutorial:

https://www.youtube.com/watch?v=fKygF7VEJnQ

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly