How to make certain month year selected on drop-down menu as a default (when report gets refreshed)?

[JustinDoh1]

Hello community,

I have uploaded my PBIX file here.

I am trying to set the default month & year of "Forecast Date" drop-down menu to be set to 6 month from "Current Month" of "Processing Date" drop-down menu. 

Currently, "Current Month" of "Processing Date" drop-down menu is 09/01/2025.

So, I want 02/01/2026 displayed on "Forecast Date" drop-down menu when report gets refreshed daily.

How do we go about doing it?

I tried to create a relationship between two tables ("Forecast Date" and "Processing Date"), but I was only able to make the relationship "inactive" because if I make it active, I only got two outputs from "Forecast Date", and that is no good.

Initially, I did not have a relationship between two tables because report worked fine without relationship, but I guess I need to set up, correct?  If not needed (deleting), I am fine, too.

Thank you for your help.

[danextian]

Hi @JustinDoh1 

You'll need to leverage 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. Consequently, the slicer selection will automatically change to June. This needs to be done using Tabular Editor. https://youtu.be/MrEAZREQuXM

[JustinDoh1]

@danextian I uploaded a new updated PBIX file here.

Here is updated PBIX file with a new table called "Forecast Date2":

I also installed Tabular Editor and tried like below:

I tried selecting the column called "MMDDYYYY", selcted "Group By Columns" and selected "Month Offset".

What do I do after this?

I am trying to understand how GroupBy works and setting up certain value like  0 (+6 month) on the "Month Offset" when report gets refreshed.

Thanks.

[v-saisrao-msft]

Hi @JustinDoh1 ,

Thank you @sergej_og,@DaleT ,@ajaybabuinturi, @danextian, for your insights 

please check the below soled thread which might resolve the issue as a workaround
Solved: Custom Date Range Slicer - Microsoft Fabric Community

Thank you.

[JustinDoh1]

@v-saisrao-msft I think the sample that you referred is applied to "Range from today's date".

I am not sure how it would be applied to my situation.

I guess I am still waiting for what @ajaybabuinturi is thinking about regards to using Bookmark.

Thanks.

[ajaybabuinturi]

Hi @JustinDoh1,

I agree with @DaleT, I had a solution for this but it wouldn't allow you to change future month/past month dates. It's always stay on current month.

If you need both current month and future/past month dates you need to use bookmark concept. 

Please let me know what kind of solution suites your business.

Thanks,
If you found this solution helpful, please consider giving it a Like👍 and marking it as Accepted Solution✔. This helps improve visibility for others who may be encountering/facing same questions/issues.

[JustinDoh1]

@ajaybabuinturi  Please let me know you could help me using bookmarks concept. Thanks.

[DaleT]

Hi

I'm afraid this isn't possible for now. As far as I know, the slicer wouldn't jump to next value automatically. For example, in the next month, the slicer wouldn't select 03/01/2026 automatically. 

I would suggest that you create a measure and create a card visual to indicate that the Forecast Date is 02/01/2026.

[sergej_og · Accepted solution]

Hey @JustinDoh1 ,
I think you need to tweek your data table a bit - calculated column.
You need to mark the current month (using DAX) as "Current Month".

Maybe this video of the master (Chandeep) can help you to get the idea.
https://www.youtube.com/watch?v=v4x2a8MrPCo

Regards

[JustinDoh1]

@sergej_og Thank you so much for your comment. Which Chandeep's video are you referring to? I would like to analyze it further. Thanks!