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i have the sales report which needs to be updated weekly and monthly and every werk i am manually selecting the filters which is very tedious process for me to work on . I want something automatic which needs by report along with other week filters as below :
As shown in below i am manually selecting week after week and after month shift i am selecting month . This is becoming more of manuall work . Can we get rid of this by some dyanamic selection?
i have like 32 tabs with different dynamics and its allways diffucult to work on 32 tabs change . I have some tabs with yearly and monthly also . I am execpting some dynamic rollout there also
hi @Anonymous ,
I created a calendar table that rolls automatically, you could probably tweak this (most importantly the stuff in blue) to meet your needs
Table = ADDCOLUMNS( ADDCOLUMNS( CALENDAR(today(),max('Date Source')), "Month" , DATE( YEAR([Date]), MONTH([Date]), 1 ) ), "Month Inverse Sort Col" , -INT([Month]) )
If you drag the resulting Date field into a slicer it will automatically filter visuals.
@Anonymous : how can i create the table using above formula . can you please steps for it ?. Currently all my tables are just import from azure dw server . I am not sure on how to create a table using above formula . can you help me please
This is where you click to create a custom table. You'll need to replace 'Employee Calendar Combined' [Calendar] with your own date/time column. 'Your date table' [Date Column]. The resulting table will show up under the fields pane with all of your other source tables. Hopefully that makes it a little more clear?
@Anonymous Thansk for your help .i have the maximium data in the table is 2019-06-25 the reason is always i will hve the day-1 date from source and i see below error . can you please help . Once i created the table what are next steps ?
This is because the start date is today() (6/26/2019), so that will need to change to fit your needs. I need to know what's the earliest date you want to show? would min('Sales YOY'[Invoice Data]) work?
@Anonymous : ok lets assume min (sales yoy (date)) works . After then creation of this table how can slicer knows that to select the month and week automatically in the report ?
The reason, we created this extra date table was to only show data we are interested in showing, if this doesn;t work we will have to approach it from a different way. Can you explain to me the process of seleecting each slice so I know what you need to automate?
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