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dboi's avatar
dboi
Regular Visitor
2 years ago
Solved

To select current year in my slicer when new data for current year

Hello, is there a way that the Power BI slicer will set or select the current year when data changes for the current year?

As of now, my data is only 2023, but soon it will be 2024. However, when I paste the data for 2024, I have to select the slicer and set it to 2024. Is there a way that Power BI will autodetect that there's a New Data for 2024 and set its slicer to 2024?

 

 


so when new data for 2024, this slicer should be 2024.

 




  • dboi , One of the option is that, you use preselected slicer

     

    Or you can have this column in you date table and deafult on this year

     

    Year Type = Switch( True(),
    year([Date])= year(Today()),"This Year" ,
    year([Date])= year(Today())-1,"Last Year" ,
    Format([Date],"YYYY")
    )

     

    Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi dboi ,

    Here some steps that I want to share, you can check them if they suitable for your requirement.

    Here is my test data:

    1.Create calculate columns

    Year = YEAR('Table'[Date])
    
    Month = MONTH('Table'[Date])
    Day = DAY('Table'[Date])
    IsCurrentYear = IF(YEAR('Table'[Date]) = YEAR(NOW()), "Current", "Not Current")

    2.Create a slicer use Year, Month, Day and apply IsCurrentYear as the filter of the slicer


    Because filters cannot act directly on slicers with hierarchical filed values, so we need to create columns contain Year, Month and Day. When we create the visual object above, the slicer is empty because it is the year 2024 and the original data does not exist for the year 2024.

    When we add 2024 data to the data, slicer shows the option to display the data now

    Best regards

    Albert He

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

     

     



     



     

2 Replies

  • dboi , One of the option is that, you use preselected slicer

     

    Or you can have this column in you date table and deafult on this year

     

    Year Type = Switch( True(),
    year([Date])= year(Today()),"This Year" ,
    year([Date])= year(Today())-1,"Last Year" ,
    Format([Date],"YYYY")
    )

     

    Default Date Today/ This Month / This Year: https://www.youtube.com/watch?v=hfn05preQYA

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi dboi ,

    Here some steps that I want to share, you can check them if they suitable for your requirement.

    Here is my test data:

    1.Create calculate columns

    Year = YEAR('Table'[Date])
    
    Month = MONTH('Table'[Date])
    Day = DAY('Table'[Date])
    IsCurrentYear = IF(YEAR('Table'[Date]) = YEAR(NOW()), "Current", "Not Current")

    2.Create a slicer use Year, Month, Day and apply IsCurrentYear as the filter of the slicer


    Because filters cannot act directly on slicers with hierarchical filed values, so we need to create columns contain Year, Month and Day. When we create the visual object above, the slicer is empty because it is the year 2024 and the original data does not exist for the year 2024.

    When we add 2024 data to the data, slicer shows the option to display the data now

    Best regards

    Albert He

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly