Forum Discussion
Need Help with Creating a Dynamic Slicer in Power BI
Hello,
I'm looking to create a dynamic slicer in Power BI that updates automatically every month and allows users to filter past months as well. Currently, we are manually updating a bookmark each month, but we want to automate this process.
Key requirements
The slicer should update to the current month automatically. Users should be able to filter past months if needed.
We want to eliminate manual updates, possibly through DAX measures or other dynamic techniques.
Could someone guide me step-by-step on how to achieve this in Power BI? Any insights or examples would be greatly appreciated.
Thank you!
Hi,
I created the custom column in power query, all of the rolling time categories are available in my date dimension, all of these rolling categories are updated daily in my warehouse.
You could do something very rudimental such as:
4 Replies
Consider your Date table if you have rolling integer columns identifying your months you could create a new column in your table.
The date table:
Month Rolling Month Number
Jan -5
Feb -4
March -3
April -2
May -1
June 0
July 1
Aug 2
so on...
Custom column would do something such as
If(Rolling Month Number = 0, "Reporting Month", Month)
You can deploy your report with Reporting Month selected (on your slicer), the report will always filter to the current month. (Assuming you have integer columns - these would need to be updated daily)
Your slicer could end up looking something like this.
Hi John,
Thank you for your solution.
I'm currently using the following calculation for Rolling Month Number:
Rolling Month Number =
VAR CurrentDate = MIN('Date'[Refresh_Date])
VAR CurrentMonth = MONTH(CurrentDate)
VAR CurrentYear = YEAR(CurrentDate)
VAR DateMonth = MONTH('Date'[Refresh_Date])
VAR DateYear = YEAR('Date'[Refresh_Date])
RETURN
(CurrentYear - DateYear) * 12 + CurrentMonth - DateMonth
Could you please guide me on how to proceed with creating the custom column based on this calculation? Also, I'm unclear about how the filtering process would function using the "Reporting Month" approach you mentioned. Could you elaborate on that as well?
Thanks again for your assistance.Regards,
Akshata
Hi,
I created the custom column in power query, all of the rolling time categories are available in my date dimension, all of these rolling categories are updated daily in my warehouse.
You could do something very rudimental such as:
Akshata_10 , One way is to consider preselected slicer
or consider this way
Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA
