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sr97's avatar
sr97
Frequent Visitor
1 year ago
Solved

Update date-slicer in bookmark automatically

Hi all,    Is there a way to update the date-slicer in a bookmark automatically to the most current date in a excel-file? When i say most current date, i mean the latest date in a excel-file ( and ...
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  • MFelix's avatar
    MFelix
    1 year ago

    Hi sr97 ,

     

    If the bookmark has the data turn on you cannnot do it since it saves the data at the point of the save of the bookmark.

     

    For this I suggest that you use a Clear Slicer button on your report page, be aware if you have any other slicers those will also be cleared.

46's avatar
46
Regular Visitor
1 year ago

Hi sr97
To auto-update a Power BI bookmark's date slicer to the latest date in an Excel file from a SharePoint folder:

  1. Connect to SharePoint:
    • Get Data > SharePoint Folder, filter to .xlsx, sort by Date modified (descending), keep top 1 file, load data.
  2. Get Latest Date:
    • Create DAX measure: LatestDate = MAX('Table'[RecordDate]).
  3. Set Up Slicer:
    • Add slicer for RecordDate, sort descending, single-select.
  4. Update Bookmark:
    • Select latest date in slicer, update "Remove Filters" bookmark to capture slicer state.
    • Assign bookmark to button.
  5. Automate Refresh:
    • Publish to Power BI Service, set up scheduled refresh with SharePoint credentials.

Test: Upload new Excel file, refresh dataset, click "Remove Filters"—slicer should show latest date.

Note: Slicers can’t dynamically default to measures. For dynamic control, consider a helper table with a "Latest" option (ask for details if needed).

 

If this solution works for you, mark it as ACEPTED — that way, other users with the same question can benefit from it as well.