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shelbsassy
Resolver I
Resolver I

Problem getting Chiclet Slicer to filter on field

I have a dashboard that uses the chiclet slicer for the month which displays all relevant pharmacy claims data (# members, premium, total claims, total paid, etc.).  I have added a visual where we want to show the members that are new that month and what their claims impact is.  SO I pulled in the OPFROMDT which is their date of enrollment.  In this visual I want to only show the members that have the OPFROMDT the same as the selected month in the chiclet slicer.  Is there some way to have a calculation filter so the OPFROMDT = Month?  SO basically if May is selected, I only want to see members that have a start date (OPFROMDT) of 5/1/2017.  Right now it is showing all claims for May regardless of their start date.  Any help would be appreciated. Thank you!

1 ACCEPTED SOLUTION
v-yuezhe-msft
Microsoft Employee
Microsoft Employee

Hi @shelbsassy,

I make a test using the table below.
1.PNG

Create a column in the table using the following DAX, then drag the column to visual level filters and set it to 1, this way, when selecting month in chiclet slicer, the visual will return all the members that have OPFROMDT the same as the selected month.

CheckColumn = IF(MONTH(Table3[OPFROMDT])=MONTH(Table3[Date])&&YEAR(Table3[Date])=YEAR(Table3[OPFROMDT]),1,0)
2.PNG

 
However, if the above steps don’t help, please share sample data of your table.

Thanks,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yuezhe-msft
Microsoft Employee
Microsoft Employee

Hi @shelbsassy,

I make a test using the table below.
1.PNG

Create a column in the table using the following DAX, then drag the column to visual level filters and set it to 1, this way, when selecting month in chiclet slicer, the visual will return all the members that have OPFROMDT the same as the selected month.

CheckColumn = IF(MONTH(Table3[OPFROMDT])=MONTH(Table3[Date])&&YEAR(Table3[Date])=YEAR(Table3[OPFROMDT]),1,0)
2.PNG

 
However, if the above steps don’t help, please share sample data of your table.

Thanks,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you so much!  

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