Forum Discussion
Month Filter-Preselected Current month
- 1 year ago
Hi Anonymous
Several ways to do this.
Most of what everone would suggest is to create a calculated column that checks whether a date is in the current month and return say "current month" otherwise the month name. That, thought, doesn't dynamically select the current month name but of course the word current month.
Another method leverages the Group by Columns property to "store a filter by using an alternate value, which represents the key of the entity" using Tabular editor. 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. Please refer to this YouTube video - https://www.youtube.com/watch?v=MrEAZREQuXM
Please be aware that regardless of the method you use, if persistent filter is enabled, Power BI will load the previous slicer selection of the user the next time they open the report in the service.
Hi Anonymous
Several ways to do this.
Most of what everone would suggest is to create a calculated column that checks whether a date is in the current month and return say "current month" otherwise the month name. That, thought, doesn't dynamically select the current month name but of course the word current month.
Another method leverages the Group by Columns property to "store a filter by using an alternate value, which represents the key of the entity" using Tabular editor. 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. Please refer to this YouTube video - https://www.youtube.com/watch?v=MrEAZREQuXM
Please be aware that regardless of the method you use, if persistent filter is enabled, Power BI will load the previous slicer selection of the user the next time they open the report in the service.
- Joe_Barry1 year agoSolution Sage
Thanks for this! Much cleaner solution