Using Text Slicer to reproduct what Date Slicer was doing.

[wonka1234]

Hi,

So I use a Report Date Slicer. Works fine. Also from Consolidated Table. It is a Date format. Ie March 2025, February 2025.

I created a calculated column instead because i want to display if the data is a "final" or a "draft"
Report Date Draft or Final = FORMAT([Report Date],"MMMM YYYY")  & " - " & Consolidated_Table[Draft_or_Final]

Now i use this as a slicer across my pages and removed my Report Date slicer.

However I notice alot of my charts arent correctly updating. I have alot of Top 1 or Top 5 latest Report Date in my visuals and plan on keeping these as-is.

How should I be doing this to ensure that my new text slicer will reproduce exactly what my old report date slicer did?

[V-yubandi-msft]

Hi @wonka1234 ,

Could you let us know if your issue has been resolved or if you are still experiencing difficulties? Your feedback is valuable to the community and can help others facing similar problems.

Thank You.

[V-yubandi-msft]

Hi @wonka1234 ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank You.

[V-yubandi-msft · Accepted solution]

Hi @wonka1234 ,

@danextian ,Thanks for pointing that out you're absolutely right that switching from a date slicer to a text based one causes differences. @wonka1234 , The issue arises because your new text-based slicer does not preserve the date hierarchy that your original date slicer had. Since your Top 1 or Top 5 calculations depend on comparing actual dates, using a text slicer disrupts this logic.

So for this.

1. Maintain a proper Date Table with Report Date as a column, ensuring it is a valid date type, and establish a relationship between this table and the Consolidated Table  for accurate filtering.

2. Use the original Report Date column in the slicer and display "Draft" or "Final" status in visuals using measures.

Alternative Approach:

If you prefer to use your custom Draft or Final text based slicer, create a supporting measure that extracts the latest Report Date based on MAX() or RANKX() instead of relying solely on the slicer.

For more details, please review the attached official document once.
Set and use date tables in Power BI Desktop - Power BI | Microsoft Learn

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

[danextian]

Hi @wonka1234 

You were using a date slicer which only had dates but currently you're using the text equivalent combined with another column. Woudn't that cause some difference? Other than this, there isn't enough information to figure out what else could be wrong.