Month Filter-Preselected Current month

Hi Anonymous ,

 

To pre-select the current month in your dimUmsatzDatum[Month Name] slicer when the report loads, you need a calculated column in dimUmsatzDatum that determines whether a row belongs to the current month. Since dimUmsatzDatum[Month Name] contains only the month name, you should ensure that both the month and year are checked to avoid ambiguity.

Create the following calculated column in dimUmsatzDatum:

 

IsCurrentMonth = 
    IF(
        FORMAT(TODAY(), "MMMM") = 'dimUmsatzDatum'[Month Name] &&
        YEAR(TODAY()) = YEAR('dimUmsatzDatum'[Date]),
        1,
        0
    )

 

After creating this column, add dimUmsatzDatum[Month Name] to the slicer. In the Filters on this Visual pane, apply a filter where IsCurrentMonth = 1. This ensures that the slicer defaults to the current month when the report is opened, while still allowing users to change the selection if needed.

Alternatively, if your dataset contains a full date column, you can achieve the same effect using relative date filtering. Instead of Month Name, use dimUmsatzDatum[Date] in the slicer and apply a relative date filter set to "This Month." This approach ensures the report opens with the current month selected while maintaining user flexibility.

This method provides an automatic pre-selection of the current month without requiring bookmarks or manual adjustments.

 

Best regards,

 

Hi Attila

Do you also have a date in your table in this format?  "03/02/2024"? In Power Query create a custom column with this code

 

if [Date] >= Date.From(Date.StartOfMonth(
                   DateTime.LocalNow( ) 
                  ) )
                  
                  and [Date] <= Date.From(Date.EndOfMonth(  
                   DateTime.LocalNow( ) )
                  )
     then "Current Month"
     else [Month Name]

 

If you don't have a date, create one in Power Query as custom column, but you will need to create one for month number. convert to text

 

= if [MonthName] = "January" then 1
  else if [MonthName] = "February" then 2
  else if [MonthName] = "March" then 3
  else if [MonthName] = "April" then 4
  else if [MonthName] = "May" then 5
  else if [MonthName] = "June" then 6
  else if [MonthName] = "July" then 7
  else if [MonthName] = "August" then 8
  else if [MonthName] = "September" then 9
  else if [MonthName] = "October" then 10
  else if [MonthName] = "November" then 11
  else if [MonthName] = "December" then 12
  else null

 

then add another

 

"01/" & MonthNumber & Text.From([Year])

 

Then use this column for the date part in the first code. After loading the data, sort the new column by month Month Number

 

Thanks

Joe

Hi Anonymous ,

 

Pls has your problem been solved? If so, accept the helpful reply as a solution. This will make it easier for the future people to find the answer quickly.
If not, please provide a more detailed description, preferably some virtual sample data, and the expected results.

Best Regards,
Stephen Tao