Please Help! Bookmarks issue.

[Coryanthony]

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 😞

[Mikelytics · Accepted solution]

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
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[Rudy_D]

Hi,

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

Regards

[Coryanthony]

@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]

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
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[Coryanthony]

@Mikelytics 

Thank you Michael. Do you have any suggestion on how i can make this work? I am wanting to see employee expenses in a 6month, 1year and 2 year period.