Forum Discussion

Coryanthony's avatar
Coryanthony
Helper III
3 years ago
Solved

Please Help! Bookmarks issue.

Hello, i've been trying to figure this out for a week now with no luck. 

I have 3 bookmarks for time period (6 months, 1 year & 2 year). When I select my bookmark, the current employee id resets. I want to be able to select an employee, then use the bookmark for the time period w/out having to find the employee id again.

 

In the picute below, i am reviewing employee id 112233 (John Doe), when i select the bookmark time period, it reset to an employee ID no longer in my data source. 

i've tried multiple bookmarks e.g selected visual, all visual. i am giving up 😞

 

Need Help
  • Mikelytics's avatar
    Mikelytics
    3 years ago

    Hi Coryanthony 

     

    There are different ways to do it. Please find below a starting point. In the end to really help you we need to see your data model with input sample data and expected output incl. your definition of last 6 months. For example to you calculate it on day or month granularity etc.

     

    Time Intelligence | L6M = 
    VAR __ReferenceDate = MAX(Dim_Date[Date])
    VAR __StartDate = EDate(__ReferenceDate,-6) + 1
    VAR __Table = FILTER(ALL(Dim_Date), [Date] >=__StartDate && [Date]<=__ReferenceDate)
    VAR __Result = SUMX(__Table,SUM(Fact_Sales[Value]))
    RETURN
    __Result

     

    or

     

    Time Intelligence | L6M = 
var var_ReferenceDate = LASTDATE('Dim Date'[Date])
var var_StartDate = STARTOFMONTH(DATEADD(var_ReferenceDate ,-5,MONTH))

RETURN

CALCULATE(
    SUM(FactSales[Value]),    
    DATESBETWEEN('Dim Date'[Date],var_StartDate,var_ReferenceDate)
)

     

     

    Best regards
    Michael
    -----------------------------------------------------
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    Appreciate your thumbs up!
    @ me in replies or I'll lose your thread.

     

     

     

     

5 Replies

  • Mikelytics's avatar
    Mikelytics
    Resident Rockstar
    3 years ago

    Hi Coryanthony 

     

    There are different ways to do it. Please find below a starting point. In the end to really help you we need to see your data model with input sample data and expected output incl. your definition of last 6 months. For example to you calculate it on day or month granularity etc.

     

    Time Intelligence | L6M = 
    VAR __ReferenceDate = MAX(Dim_Date[Date])
    VAR __StartDate = EDate(__ReferenceDate,-6) + 1
    VAR __Table = FILTER(ALL(Dim_Date), [Date] >=__StartDate && [Date]<=__ReferenceDate)
    VAR __Result = SUMX(__Table,SUM(Fact_Sales[Value]))
    RETURN
    __Result

     

    or

     

    Time Intelligence | L6M = 
var var_ReferenceDate = LASTDATE('Dim Date'[Date])
var var_StartDate = STARTOFMONTH(DATEADD(var_ReferenceDate ,-5,MONTH))

RETURN

CALCULATE(
    SUM(FactSales[Value]),    
    DATESBETWEEN('Dim Date'[Date],var_StartDate,var_ReferenceDate)
)

     

     

    Best regards
    Michael
    -----------------------------------------------------
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    Appreciate your thumbs up!
    @ me in replies or I'll lose your thread.

     

     

     

     

  • Rudy_D's avatar
    Rudy_D
    Resolver I
    3 years ago

    Hi,

     

    I think you have to unselect the bookmark option 'data'.

     

    Regards

    • Coryanthony's avatar
      Coryanthony
      Helper III
      3 years ago

      Rudy_D 

      Hi Rudy,

      Whenever i unselect the option 'data', it no longer recognize the date filter. It does not apply the date filter when 'data' is unselected.

       

       

       

       

      • Mikelytics's avatar
        Mikelytics
        Resident Rockstar
        3 years ago

        Hi Coryanthony 

         

        It is only possible to store the whole filter context in the bookmark (Data activated) or no of the filter context (Data inactivated).

         

        If you want to show last year etc. the typical way would be to implement this in your measure logic using time intelligence functions with or without slicers depending on your needs

         

        Best regards
        Michael
        -----------------------------------------------------
        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
        Appreciate your thumbs up!
        @ me in replies or I'll lose your thread.