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MStark's avatar
MStark
Helper III
1 year ago
Solved

Trailing Month Slicer

Hi all,

 

Looking to have T3, T6 and T12 slicer tiles for my measures in BI. Have a data table which has an active relationship to my Date table. I know can add 3 columns to the date table and then add as slicer but wondering if theres a better/cleaner way so that I dont have too  many columns in my date table

Since this is for a matrix and not a card, cant create measures for each one (real data is more complicated than data below)

 

Any help would be appreciated! Thanks in advance!

 

 

 

 

  • Hello MStark  

    hope you are doing great ,

     

    you can do the following,

    in powr query , create a period table, ( using any Ai chattool ex,  CHatGPT ) .  this period table would have 2 columns :  

    the column containning T3 , T6 and T12  and another column  having the date . 

    so let us say your T3 corresponds to the last 3 months, T2 to the last 2 months and T12 to the last 12 months 

    then ask chatgpt to create for you such a table. 

     

     

    once created , add this table to your model . 

    link your period table ( created by chatgpt ) to your date table period with a many to many relationship ( using single direction from period to datetable ). 

     

     

    you may be wondering why many to many and 1  to many from period to datetable. 

    the reason is the dates for T2 , t3 and t12 are overlapping.  this means, t12 contains the dates of t2 and t3,  etcc.

     

     

    but that would not harm your calculations in any way, since you will always be selecting  only one value in your slicer, or none value, which in both cases will work. 

     

     

    hope that helps . 

     

5 Replies

  • Eliminate the slicers and teach your users how to use the Filter Pane. It has automatic relative date filters for your scenarios.

    • MStark's avatar
      MStark
      Helper III

      Thanks lbendlin! I originally had it set up like that but they are requesting tiles with those 3 fields so that theres no need to type anything. Know it sounds crazy but just trying to see theres anything that would work for them

  • Daniel29195's avatar
    Daniel29195
    Community Champion

    Hello MStark  

    hope you are doing great ,

     

    you can do the following,

    in powr query , create a period table, ( using any Ai chattool ex,  CHatGPT ) .  this period table would have 2 columns :  

    the column containning T3 , T6 and T12  and another column  having the date . 

    so let us say your T3 corresponds to the last 3 months, T2 to the last 2 months and T12 to the last 12 months 

    then ask chatgpt to create for you such a table. 

     

     

    once created , add this table to your model . 

    link your period table ( created by chatgpt ) to your date table period with a many to many relationship ( using single direction from period to datetable ). 

     

     

    you may be wondering why many to many and 1  to many from period to datetable. 

    the reason is the dates for T2 , t3 and t12 are overlapping.  this means, t12 contains the dates of t2 and t3,  etcc.

     

     

    but that would not harm your calculations in any way, since you will always be selecting  only one value in your slicer, or none value, which in both cases will work. 

     

     

    hope that helps . 

     

    • MStark's avatar
      MStark
      Helper III

      Great idea Daniel29195 !! Thank you so much!! I even added to the transaction table query to start the table on the last month we have data from instead of today
      Really appreciate you taking the time and helping me out!