How to reset Between Date Range slicer based on another slicer selection

[Kalaivani]

I have a Calendar Table and a FYTD_Rolling12Month_Custom table that has a Selection column  with values - FYTD, Custom and Rolling 12 months. I made relationship between both based on Date Field

I added Date from Calendar Date to between range slicer and another slicer for Selection data

When I select either FYTD or Rolling 12 months or Custom, the Date filter is showing the correct range.

The issue is when i select Custom from the Selection and select a range from May 1 2024 to Today() and then when I select FYTD in anoter slicer, the date slicer is not resetting to the FYTD range. Instead showing the same custom range that i selected. 

How to reset the between date slicer to show the selected range at any point of time. Thanks so muuch for your help!!

[AMeyersen · Accepted solution]

Hi @Kalaivani ,

problem is, that you cannot sync a bookmark navigator across pages. Therefore you need a slightly different (and slightly more complicated) approach.

1. Use three simple buttons instead of a bookmark navigator. Choose action type = Bookmark and select the appropriate bookmarks.
2. Create a separate format measure for each of the three selections like this:

FormatMeasureFYTD =
IF (
    SELECTEDVALUE ( 'FYTD_Rolling12Month_Custom'[Selection] ) = "FYTD",
    "#000000", -- choose any color codes
    "#ffffff"
)​

• edit the fill property of the buttons to dynamically and select the format measure
  

The conditional formatting based on [Selection] makes the buttons on different pages appear synchronised.

[Kalaivani]

Hi @AMeyersen This is great!!!!!!!!! It is working as I expected. Thanks so so much!!!!!!!!!!!!!!!!!!!!!

[AMeyersen]

Hi @Kalaivani ,

there are several workarounds you could use. Two examples:

1. simply add a user message that they must reset the custom slicer manually (simple but not very user-friendly)
2. use bookmarks, hide the slicers and add buttons to select the bookmarks (user-friendly but less simple)
   1. sync both slicers across all pages
   2. add bookmarks affecting these two slicers "Selection" and "Date" on both visual and data level
      1. "Selection" = "FYTD", "Date" = "All", both slicers hidden
      2. "Selection" = "Rolling 12 Months", "Date" = "All", both slicers hidden 
      3. "Selection" = "Custom", "Date" = "All", "Selection" is hidden, "Date" is visible
   3. add buttons to switch between the bookmarks

[Kalaivani]

Hi @AMeyersen Thanks for your quick reply. I have provided the drive link for the power bi file. Could you please help me build it? https://drive.google.com/file/d/1fj6fStKlJRWC6acJH3BwXY68flJaIkr0/view?usp=drive_link

My requirement is - I have bookmarks on 2 pages separate bookmarks but of same functionality. I have filter for Date rage selection - FYTD, Rolling 12 months and Custom. I created bookmarks for these 3 in both pages. By default I selected FYTD in both pages. But when i select the Rolling 12 months in first page, the slicers and visualizations are syncing in all pages but the bookmark in secondpage is still highlighted to FYTD which is confusing the users.

First page:

Second page which is showing wrong bookmark selected but correct date range slicer synced:

I really need this in a day and it would be vey helpful for me if you help me achieve this. Thanks so so much!

[Kalaivani]

Or please let me know any bookmark options. But I am having 5 separate pages and I want to add bookmark for all pages for the Selection data(FYTD, Rolling 12 months, Custom) and a bookmark when selected in 1 page should sync in other pages also. I know it's not possible as far as I researched. It would be a great help if anyone can provide other ideas to achieve this. Thanks so much!!!

[lbendlin]

You cannot programmatically set slicer values in the Power BI UI.

If this is important to you please consider voting for an existing idea or raising a new one at https://ideas.fabric.microsoft.com

[Kalaivani]

Thanks @lbendlin . Could you please let me know if you have any ideas on other workarounds to achieve this?