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Akshata_10's avatar
Akshata_10
Regular Visitor
2 years ago
Solved

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...
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  • ajohnso2's avatar
    ajohnso2
    2 years ago

    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's avatar
Akshata_10
Regular Visitor
2 years ago

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

ajohnso2's avatar
ajohnso2
Solution Supplier
2 years ago

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: