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manoj_0911
Helper V
Helper V

Need Help with Custom Date Slicer and Predefined Periods – Data Not Loading Correctly

Hello Power BI Community,

 

I’m working on a dashboard where I want to use predefined date filters (e.g., "Today", "Yesterday", "This Week", "Last Week", "This Month", "Last Month", "This Quarter", "Last Quarter", "This Year", "Last Year", "Custom Range") along with a custom date slicer. 

 

Problem Details:
- When I select " "Today", "Yesterday", "This Week", "Last Week", "This Month", "Last Month", "This Quarter", "Last Quarter", "This Year", "Last Year", "Custom Range"" it appears to affect the visuals, but the data doesn't show up correctly.


- Some visuals, including cards and top 10 lists, are not responding properly to the date filters, even though they do not use a date column for their data.

 

Request for Help:
Could someone please help me understand why the data is not loading correctly when using the custom date slicer and predefined periods? Any insights or suggestions for fixing these issues would be greatly appreciated!

 

I’ve attached my `.pbix` file with sample data for reference.

 

Thank you in advance for your help!

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@manoj_0911 here I added the column manually using DAX and then used it to set the relationship and it is working:

 

The column I added using DAX ( recommendation is to do it in PQ or in the backend system):

 

Date = DATE ( YEAR ( 'REPORT DATA'[IXN_SUBHOUR_DATE] ), MONTH ( 'REPORT DATA'[IXN_SUBHOUR_DATE] ), DAY ( 'REPORT DATA'[IXN_SUBHOUR_DATE] ) )

 

 

 

parry2k_0-1726845698417.png

 

Here is the relationship:

 

parry2k_1-1726845776173.png

 

 



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8 REPLIES 8
parry2k
Super User
Super User

@manoj_0911 if this solves the problem, mark the respective reply as a solution so that others can benefit from it. Cheer!!



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

parry2k
Super User
Super User

@manoj_0911 attached 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thanks a lot

parry2k
Super User
Super User

@manoj_0911 here I added the column manually using DAX and then used it to set the relationship and it is working:

 

The column I added using DAX ( recommendation is to do it in PQ or in the backend system):

 

Date = DATE ( YEAR ( 'REPORT DATA'[IXN_SUBHOUR_DATE] ), MONTH ( 'REPORT DATA'[IXN_SUBHOUR_DATE] ), DAY ( 'REPORT DATA'[IXN_SUBHOUR_DATE] ) )

 

 

 

parry2k_0-1726845698417.png

 

Here is the relationship:

 

parry2k_1-1726845776173.png

 

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thank you so much for your response could you please attach the pbix file

parry2k
Super User
Super User

@manoj_0911 the issue is with IXN_SUBHOUR_DATE column, it contains a time stamp along with the date. You need to add a new column in PQ, which will be just a date without a time stamp and use that for the relationship with the date table , or change the data type of this column to date instead of date time. 

 

End of the day, goal is to have a column with date only not timestamp and that will do the job.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

parry2k
Super User
Super User

@manoj_0911 not fully clear what you mean by not responding to the date filters. Could you please provide one specific KPI with the expected output and what you think is not working?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Hi ,

 

Thank you for your response!

 

To clarify the issue, I am attaching two images, PDFs, and the PBIX file for your review. In the attached file, I have removed the custom date slicer and am using only the default date range filter.

 

The difference in data across all charts is apparent, which demonstrates the issue I’m experiencing.

please see below two images showing the difference

manoj_0911_0-1726844644867.pngmanoj_0911_1-1726844683843.png

I hope this provides more clarity on the problem. Thank you for your assistance!

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