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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

SET Report Default Load to Academic Year

I have a startDate column and I have created a slicer in my using the startdate as seen below

 

 

What I would like to archieve is to set my Slicer report default load academic year. i.e 1st September - 31st August for the current academic year and if i run the report of  2nd September 2020,the slicer date range should 01/09/2020 - 31/08/2021

  • Anonymous's avatar
    Anonymous
    6 years ago

    thank you amitchandak  and edhans  I had below worked and use it as a page filter which default my report load to current academic year and its dynamic, I thought there might be a better way without using it on a page filter .

     

    CurrentAcademicYear = (IF(MONTH([StartDate])>=9,YEAR([StartDate]),YEAR([StartDate])-1)&"/"&(IF(MONTH([StartDate])>=9,YEAR([StartDate]),YEAR([StartDate])-1))+1) =(IF(MONTH(TODAY())>=9,YEAR(TODAY()),YEAR(TODAY())-1)&"/"&(IF(MONTH(TODAY())>=9,YEAR(TODAY()),YEAR(TODAY())-1))+1)
     
    thanks for your help

3 Replies

  • edhans's avatar
    edhans
    Icon for Community Champion rankCommunity Champion

    Cannot be done. Unfortunately, you cannot set a slicer default after the report is published. So if you publish today with Sept 2020 as the default, it will always be that unless you choose anohter default next year for the 2021 year.

     

    Vote for this here. It is a very popular request.

  • Anonymous , As already mentioned by  edhans , you can not have it.

    The way out is to Create an academic year in the calendar with Start Date, refer to my blog.

    https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calendar-1-5-Power/ba-p/1187441

     

    Create a formula like this and use to select "Current Year"

    If current =
    var _year = if(month(today()) >= 9 , year(today()),year(today())-1)
    return
    if([Start Of Year] =date(_year,9,1),"Current Year",Fin Year)

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      thank you amitchandak  and edhans  I had below worked and use it as a page filter which default my report load to current academic year and its dynamic, I thought there might be a better way without using it on a page filter .

       

      CurrentAcademicYear = (IF(MONTH([StartDate])>=9,YEAR([StartDate]),YEAR([StartDate])-1)&"/"&(IF(MONTH([StartDate])>=9,YEAR([StartDate]),YEAR([StartDate])-1))+1) =(IF(MONTH(TODAY())>=9,YEAR(TODAY()),YEAR(TODAY())-1)&"/"&(IF(MONTH(TODAY())>=9,YEAR(TODAY()),YEAR(TODAY())-1))+1)
       
      thanks for your help