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govind_021
Resolver III
Resolver III
Partially syndicated - Outbound

Slicer selection

 

govind_021_0-1733486793469.png

Hi Everyone , Please have a look in above image. I need help with one scenerio
As you can see i have month slicer above and "Latest Month" is what ( The max date month of my fact table Order Date)
so it is the latest date for available data. and single select is on here
I want it to be on "Latest Month" selected by default
as Lastest month is september but in future(when data grows) what if october becomes latest month so will it be to september by default or will come to "Latest Month" always 
if it keeps the september always ( the how can i achieve this to have latest month selected always.


3 ACCEPTED SOLUTIONS
danextian
Super User
Super User

Syndicated - Outbound

Hi @govind_021 

 

Save the report with Latest Month selected. However if persistent filter in the service is enabled, Power BI will remember the user's latest filters/bookmarks state and will not go back to what's been saved until the reset button is clicked. Please see screenshot of the reset button

danextian_0-1733487434946.png

Persistent filters are enabled by default but can  be disabled from report settings in desktop or service

danextian_1-1733487507350.png

danextian_2-1733487568722.png

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
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View solution in original post

lkalawski
Super User
Super User

Syndicated - Outbound

Hi @govind_021 ,

 

If you save the report with the selection "Latest Month" then by default always this value will be selected. 

So next month default view will be with the Latest Month selection.

 

PBI_SuperUser_Rank@1x.pngResident Rockstar | Former Super User
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View solution in original post

v-jtian-msft
Community Support
Community Support

Syndicated - Outbound

Hello,lkalawski and danextian ,thanks for your concern about this issue.

Your answers are excellent!
And I would like to share some additional solutions below.


Hi,@govind_021 . I am glad to help you.
Here are my additional suggestions for some common practices on how to set up the slicer to select the latest date.
1.create calculate column.(slicer columns)
2.use measure to filter data.
(The slicer only passes filtered data, it does not have a filtering effect, and no relationship is created between the models: between the data table and the slicer date.)
I hope the following related already solved issues will be helpful to you.
URL:
Solved: Power BI Slicer - Between Dates don't get the late... - Microsoft Fabric Community
Solved: How to display dashboard refresh date into filter ... - Microsoft Fabric Community
For setting the slicer to always show the latest date selected when a report is opened, the following steps are generally taken.
1. The report will generally open with the report selections from the last time it was saved as the initial state.
2. You need to manage report settings in Power BI Desktop.

vjtianmsft_0-1733707949595.png

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian

View solution in original post

3 REPLIES 3
v-jtian-msft
Community Support
Community Support

Syndicated - Outbound

Hello,lkalawski and danextian ,thanks for your concern about this issue.

Your answers are excellent!
And I would like to share some additional solutions below.


Hi,@govind_021 . I am glad to help you.
Here are my additional suggestions for some common practices on how to set up the slicer to select the latest date.
1.create calculate column.(slicer columns)
2.use measure to filter data.
(The slicer only passes filtered data, it does not have a filtering effect, and no relationship is created between the models: between the data table and the slicer date.)
I hope the following related already solved issues will be helpful to you.
URL:
Solved: Power BI Slicer - Between Dates don't get the late... - Microsoft Fabric Community
Solved: How to display dashboard refresh date into filter ... - Microsoft Fabric Community
For setting the slicer to always show the latest date selected when a report is opened, the following steps are generally taken.
1. The report will generally open with the report selections from the last time it was saved as the initial state.
2. You need to manage report settings in Power BI Desktop.

vjtianmsft_0-1733707949595.png

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian

lkalawski
Super User
Super User

Syndicated - Outbound

Hi @govind_021 ,

 

If you save the report with the selection "Latest Month" then by default always this value will be selected. 

So next month default view will be with the Latest Month selection.

 

PBI_SuperUser_Rank@1x.pngResident Rockstar | Former Super User
If I helped, please accept the solution and give kudos! 
Connect with me
Linkedin

 

danextian
Super User
Super User

Syndicated - Outbound

Hi @govind_021 

 

Save the report with Latest Month selected. However if persistent filter in the service is enabled, Power BI will remember the user's latest filters/bookmarks state and will not go back to what's been saved until the reset button is clicked. Please see screenshot of the reset button

danextian_0-1733487434946.png

Persistent filters are enabled by default but can  be disabled from report settings in desktop or service

danextian_1-1733487507350.png

danextian_2-1733487568722.png

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.
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