How to set up a Power BI Report subscription to default to show yesterday's report?

[JS00]

Hello,

I have a between date filter on my Power BI Report.

I would like to let the users subscribe to the report but was wondering if it can automatically just filter to yesterday's data.

Thank you

[Anonymous]

Hi @JS00 

@aduguid @jdbuchanan71 Thank you very much for your prompt reply and here allow me to share some of it.

For your question, here is the method I provided:

“Table”

Create a Date table.

Date = CALENDAR("6/1/2024", TODAY())

Create a relative date slicer

Create a measure.

MEASURE = 
var _PreviousDay = UTCTODAY() - 1
RETURN
IF(
    SELECTEDVALUE('Table'[Date]) = _PreviousDay, 
    1, 
    0
)

Here is the result.

Regards,

Nono Chen

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

[aduguid · Accepted solution]

You could use a timeframe table. Join it to your calendar table. Then create a slicer with the timeframe set to yesterday.

Calendar Timeframe = 
VAR _today_date =                   TODAY()  //'Properties'[Today Date]
VAR _yesterday_date =               _today_date - 1
VAR _week_start =                   _today_date - WEEKDAY ( _today_date, 2 )
VAR _week_end =                     _today_date - WEEKDAY ( _today_date, 2 ) + 6
VAR _month_start =                  DATE( YEAR(_today_date), MONTH(_today_date), 01 )
VAR _month_end =                    EOMONTH( _today_date, 0)
VAR _quarter_start =                DATE ( YEAR (_today_date), ROUNDUP ( DIVIDE ( MONTH (_today_date), 3 ), 0 ) * 3 - 2, 1 )
VAR _quarter_end =                  EOMONTH(EDATE(_quarter_start, 2), 0) 
VAR _fiscal_year =                  YEAR(EDATE( _today_date, 6))
VAR _fiscal_year_start =            DATE( _fiscal_year - 1, 07, 01)
VAR _fiscal_year_end =              DATE( _fiscal_year, 06, 30)
VAR _tomorrow_date =                IF(_today_date + 1 > _fiscal_year_end, _fiscal_year_end, _today_date + 1)
VAR _calendar_year =                YEAR(_today_date)
VAR _calendar_year_start =          DATE( _calendar_year , 01, 01)
VAR _calendar_year_end =            DATE( _calendar_year, 12, 31)
VAR _previous_month_start =         IF(MONTH(_today_date) = 1, DATE(YEAR(_today_date)-1, 12, 1), DATE(YEAR(_today_date), MONTH(_today_date)-1, 1))
VAR _previous_month_end =           DATE(YEAR(_previous_month_start), MONTH(_previous_month_start), DAY(EOMONTH(_previous_month_start, 0)))
VAR _previous_quarter_start =       EDATE(_quarter_start, -3) 
VAR _previous_quarter_end =         EOMONTH(EDATE(_quarter_start, -1), 0) 
VAR _previous_fiscal_year_start =   DATE( _fiscal_year - 2, 07, 01)
VAR _previous_fiscal_year_end =     DATE( _fiscal_year - 1, 06, 30)
VAR _previous_calendar_year_start = DATE( _calendar_year - 1, 01, 01)
VAR _previous_calendar_year_end =   DATE( _calendar_year - 1, 12, 31)
VAR _today_date_py =                DATE( YEAR(_today_date) - 1, MONTH(_today_date), DAY(_today_date) )
VAR _week_start_py =                DATE( YEAR(_today_date_py), 1 , 1) + (WEEKNUM(_today_date_py) - 1 ) * 7
VAR _month_start_py =               DATE( YEAR(_today_date_py), MONTH(_today_date), 01 )
VAR _quarter_start_py =             DATE( YEAR(_quarter_start) - 1, MONTH(_quarter_start), 01 )
VAR _fiscal_year_start_py =         DATE( YEAR(_fiscal_year_start) - 1, MONTH(_fiscal_year_start), 01 )

VAR _result = 
    UNION (
      ADDCOLUMNS (CALENDAR ( _today_date, _today_date),                                     "Timeframe", "Today",                      "Timeframe Order", 1 )
    , ADDCOLUMNS (CALENDAR ( _yesterday_date, _yesterday_date),                             "Timeframe", "Yesterday",                  "Timeframe Order", 2 )

    // Week
    , ADDCOLUMNS (CALENDAR ( _week_start - 7, _week_end - 7 ),                              "Timeframe", "Previous Week",              "Timeframe Order", 3 )
    , ADDCOLUMNS (CALENDAR ( _week_start, _week_end ),                                      "Timeframe", "Current Week",               "Timeframe Order", 4 )
    , ADDCOLUMNS (CALENDAR ( _week_start, _today_date ),                                    "Timeframe", "WTD",                        "Timeframe Order", 5 )
    , ADDCOLUMNS (CALENDAR ( _week_start_py, _today_date_py ),                              "Timeframe", "WTD Previous Year",          "Timeframe Order", 6 )

    // Month
    , ADDCOLUMNS (CALENDAR ( _previous_month_start, _previous_month_end ),                  "Timeframe", "Previous Month",             "Timeframe Order", 7 )
    , ADDCOLUMNS (CALENDAR ( _month_start, _month_end ),                                    "Timeframe", "Current Month",              "Timeframe Order", 8 )
    , ADDCOLUMNS (CALENDAR ( _month_start, _today_date ),                                   "Timeframe", "MTD",                        "Timeframe Order", 9 )
    , ADDCOLUMNS (CALENDAR ( _month_start_py, _today_date_py ),                             "Timeframe", "MTD Previous Year",          "Timeframe Order", 10 )

    // Quarter
    , ADDCOLUMNS (CALENDAR ( _previous_quarter_start, _previous_quarter_end ),              "Timeframe", "Previous Qtr",               "Timeframe Order", 11 )
    , ADDCOLUMNS (CALENDAR ( _quarter_start, _quarter_end ),                                "Timeframe", "Current Qtr",                "Timeframe Order", 12 )
    , ADDCOLUMNS (CALENDAR ( _quarter_start, _today_date ),                                 "Timeframe", "QTD",                        "Timeframe Order", 13 )
    , ADDCOLUMNS (CALENDAR ( _quarter_start_py, _today_date_py ),                           "Timeframe", "QTD Previous Year",          "Timeframe Order", 14 )

    // Financial Year
    , ADDCOLUMNS (CALENDAR ( _previous_fiscal_year_start, _previous_fiscal_year_end ),      "Timeframe", "Previous Fiscal Year",       "Timeframe Order", 15 )
    , ADDCOLUMNS (CALENDAR ( _fiscal_year_start_py, _today_date_py ),                       "Timeframe", "YTD Previous Fiscal Year",   "Timeframe Order", 16 )
    , ADDCOLUMNS (CALENDAR ( _fiscal_year_start, _fiscal_year_end ),                        "Timeframe", "Current Fiscal Year",        "Timeframe Order", 17 )
    , ADDCOLUMNS (CALENDAR ( _fiscal_year_start, _today_date ),                             "Timeframe", "YTD Fiscal",                 "Timeframe Order", 18 )
    , ADDCOLUMNS (CALENDAR ( _tomorrow_date, _fiscal_year_end ),                            "Timeframe", "Rest of Fiscal Year",        "Timeframe Order", 19 )

    // Calendar Year
    , ADDCOLUMNS (CALENDAR ( _previous_calendar_year_start, _previous_calendar_year_end ),  "Timeframe", "Previous Calendar Year",     "Timeframe Order", 20 )
    , ADDCOLUMNS (CALENDAR ( _previous_calendar_year_start, _today_date_py ),               "Timeframe", "YTD Previous Calendar Year", "Timeframe Order", 21 )
    , ADDCOLUMNS (CALENDAR ( _calendar_year_start, _calendar_year_end ),                    "Timeframe", "Current Calendar Year",      "Timeframe Order", 22 )
    , ADDCOLUMNS (CALENDAR ( _calendar_year_start, _today_date ),                           "Timeframe", "YTD Calendar",               "Timeframe Order", 23 )
    , ADDCOLUMNS (CALENDAR ( _tomorrow_date, _calendar_year_end ),                          "Timeframe", "Rest of Calendar Year",      "Timeframe Order", 24 )
    )

RETURN
_result

[jdbuchanan71]

That is a very interesting solution.  I assume you have to set the relationship to the date table with bi-direction cross filtering enabled?

Here is a neat solution for holiday flagging that you might find useful.

https://community.fabric.microsoft.com/t5/Desktop/Holiday-date-patterns/m-p/768950#M370556

[aduguid]

Yes, I set the cross filter direction to "Both". 

Here's the DAX for the calendar I use.

Calendar = 
VAR _today_date =        TODAY()  //'Properties'[Today Date]
VAR _fiscal_year =       YEAR(EDATE( _today_date, 6))
VAR _fiscal_year_start = DATE ( _fiscal_year - 1, 07, 01)
VAR _fiscal_year_end =   DATE ( _fiscal_year, 06, 30)

VAR _result = 
    ADDCOLUMNS
    (
        //CALENDARAUTO()   //range of dates is calculated automatically based on data in the model
        CALENDAR(_fiscal_year_start, _fiscal_year_end)
        , "Calendar Year Period End",   FORMAT([Date], "yyyy12")
        , "Calendar Year Period Start", FORMAT([Date], "yyyy01")
        , "Calendar Year Period",       FORMAT([Date], "yyyyMM")
        , "Calendar Year Quarter Nbr",  QUARTER([Date])
        , "Calendar Year Quarter",      FORMAT([Date], "\C\Yyyyy \Qq")
        , "Calendar Year Half",         FORMAT([Date], "\F\Yyyyy \H") & ROUNDUP(MONTH([Date]) / 6, 0)
        , "Calendar Year",              YEAR([Date])
        , "Day Name Short",             FORMAT([Date], "DDD")
        , "Day Name",                   FORMAT([Date], "DDDD")
        , "Day Of Week",                WEEKDAY([Date])  
        , "Day",                        DAY([Date])
        , "Fiscal Year Period End",     FORMAT(EDATE([Date], 6), "yyyy12")
        , "Fiscal Year Period Start",   FORMAT(EDATE([Date], 6), "yyyy01")
        , "Fiscal Year Period",         FORMAT(EDATE([Date], 6), "yyyyMM")
        , "Fiscal Year Quarter Nbr",    FORMAT(EDATE([Date], 6), "q")
        , "Fiscal Year Quarter",        FORMAT(EDATE([Date], 6), "\F\Yyyyy \Qq")
        , "Fiscal Year Half",           FORMAT(EDATE([Date], 6), "\F\Yyyyy \H") & ROUNDUP(MONTH(EDATE([Date], 6)) / 6, 0)
        , "Fiscal Year",                YEAR(EDATE([Date], 6))
        , "Is Current FY",              IF(YEAR(EDATE([Date], 6)) = _fiscal_year, 1, 0)
        , "Is Future",                  IF([Date] > _today_date, 1, 0)
        , "Is Past",                    IF([Date] < _today_date, 1, 0)
        , "Month End",                  EOMONTH([Date], 0)
        , "Month Name Short",           FORMAT([Date], "MMM")
        , "Month Name",                 FORMAT([Date], "MMMM")
        , "Month Start",                DATE(YEAR([Date]), MONTH([Date]), 1)
        , "Month",                      MONTH([Date])
        , "Week Ending",                [Date] + 7 - WEEKDAY([Date], 1) // Saturday
        , "Week Starting",              [Date] - WEEKDAY([Date], 1) + 1 // Sunday
        , "Week of Month",              1 + WEEKNUM([Date]) - WEEKNUM( EOMONTH([Date], -1 ) + 1 )
        , "Week of Year",               WEEKNUM([Date])
        , "Week of Fiscal Year",        IF(MONTH([Date]) < 7
                                        , WEEKNUM([Date], 1) + (WEEKNUM(DATE(YEAR([Date]), 7, 1), 1) - 1)
                                        , WEEKNUM([Date], 1) - WEEKNUM(DATE(YEAR([Date]), 7, 1), 1) + 1)
    )

RETURN
_result