Numeric Slider Slicer

[gordway]

I have a slider slicer for months as shown in the image below. I would like it so the report opens YTD to the current month whenever someone views the report. Is this possible to do?

[Greg_Deckler]

@gordway Depends on your dataset. Does that represent months? You could create a calculated column that figures out if the row should be included in YTD calculations. Really hard to be specific. 

Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[gordway]

@Greg_Deckler Hey Greg. Thanks for your reply.

But yes, the slider is for the numeric months. My goal is to have the slider open by default whenever the report is viewed to, for example, 1 (January) through the current month or 8 (being august obviously). My dataset is simple for this slicer because I just have relationships to other tables that are broken down by year and month.

I added a calculated column for YTD (for my purposes I wanted a 7 day lag). See below for what I have so far. I am hoping I am on the right path. 

[v-rzhou-msft · Accepted solution]

Hi @gordway 

I think you have build a flag column in Month Table. You can build a flag column in Year Table as well. Then add two flag columns into Filter Fields in your visual and set them to show items when the value is not 0.

Year YTD (minus 7 days) = 
IF (
    MONTH ( TODAY () ) = 1
        && DAY ( TODAY () ) <= 7
        && 'Year'[Year]
            = YEAR ( TODAY () ) - 1,
    'Year'[Year],
    IF ( 'Year'[Year] = YEAR ( TODAY () ), 'Year'[Year], 0 )
)

Relationship:

Month[Month] to Table[Month], Table[Year] to Year[Year]

Add two YTD columns into Filter Field in your visual and set them to show items when value is not 0. You see we can only see values in YTD range.

We can filter month in YTD range.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.