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jbhca12's avatar
jbhca12
Icon for Helper I rankHelper I
5 years ago
Solved

Slicer not fully disabled

Hi Everyone, New to the forum and learning Power BI on the fly in a fairly new position. Here's my issue and yes, I have searched, A LOT, for an answer and cannot locate anything. I have a slic...
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  • MFelix's avatar
    MFelix
    5 years ago

    Hi jbhca12 ,

     

    I followed the tutorial and I notice that every time he changes from custom to another type of visualization he selectes the full slicer.

     

    This is mentioned on the comments of the youtube video:

     

     

    What I think you need to do (to have the reset) is use bookmark has I refered that way you can force the data to be reset something similar to this:

     

    In this case I have hidden the period selection because I believe is more user friendly in terms of user experience, left the selection of the period so that the user can see what he has available.

    Just giving options the slicers have the following options:

     

     

    Depending on the rest of the interactions with your report you may need to change the other options on your bookmark specially the Data and Selected visual options

     

     

     

MFelix's avatar
MFelix
Icon for Super User rankSuper User
5 years ago

Hi jbhca12 ,

 

This happens because of the way the slicers and overall filtering works that "saves" the latest information.

 

I believe that the best option instead of having the option custom on the slicer is to have two bookmarks one that shows the two slicers and then one that turns off the date periods and resets the range to the full data, in this cases you just need to be aware that one will ahve the Data option turn on and the other is off so that the slicer can reset to the initial values.

 

https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks

  • jbhca12's avatar
    jbhca12
    Icon for Helper I rankHelper I
    5 years ago

    I'm not sure I understand how you "turn off" a slicer with a bookmark? I don't think I can just disable the date periods slicer when the user selects "Custom", even if "Custom" is not a choice in the date periods slicer but an image you click on.

    I like the fact that I can control the date range slicer with a filter that tells it to only show the items in the slicer when the filter value is 1, which is when the user selects "Custom" from the date period list. I just don't understand why, when the user selects something other than "Custom" from the date period list that it doesn't follow the same filter and NOT show the items in the date range slicer.

    If you have a solution, can you be a bit more specific as to how you would address it? I've tried what you suggested but have no way of disabling the date periods list and no idea which bookmark you suggest should have data checked and which one should not?

    • MFelix's avatar
      MFelix
      Icon for Super User rankSuper User
      5 years ago

      Hi jbhca12 ,

       

      I got lost at something you said in the previous post:

       

      jbhca12 wrote:

      I just don't understand why, when the user selects something other than "Custom" from the date period list that it doesn't follow the same filter and NOT show the items in the date range slicer.

       

      You want the slicer to be adjusted accordingly to the dates of the previous selection?

       

      How do you have the slicers setup? and the filterings?

       

       

      • jbhca12's avatar
        jbhca12
        Icon for Helper I rankHelper I
        5 years ago

        I have a "Date Periods" table that the "Ship Date Periods" is associated with.

        The "Date Periods" table contains date, type and order columns. This is the filter for the "Ship Date Periods" slicer.

        When selecting anything other than "Custom" from the "Ship Dates Period" slicer, the following slicer is disabled...

        The above slicer is related to my "Date" table which contains all of the dates available via the following DAX:

        Date =
        CALENDAR(
        MIN(Bookings[Create Date]),
        TODAY()
        )
         
        This "Date" table contains a measure called "Date Slicer Filter" with the following DAX:
        Date Slicer Filter =
        IF(
        SELECTEDVALUE('Date Periods'[Type]) = "Custom",
        1,
        0
        )
         
        So the filter on the date range slicer looks as follows:

        So when someone selects "Custom" from the "Ship Date Period" slicer, the date range slicer will enable:

        The problem is that if someone changes either date in the above slicer and then decides to click something other than "Custom" in the "Ship Date Periods" slicer, depending on which date changed from the original dates (1/2/2018 and 5/11/2021 in this example) in the date range slicer, when the Date Slicer Filter is reapplied based on the value now being 0 and not 1, the date range slicer disables, but one or both of the date fields on that slicer remain enabled and impacts the date selection for the report until the user physically clears the selections from that slicer...

         

         

        Clicking the red circled "Clear selections" icon above results in what I would like to see (below) 

         

         

        This is my current dilemma. I don't think controlling this using bookmarks is going to work.

        If you want to see the YouTube video that this whole approach is based on, here it is.

        https://www.youtube.com/watch?v=fKygF7VEJnQ&t=403s