apply current month to visual filter

[Anonymous]

i have a monthly filter for the table view for which "require single selection" is enabled. The values in it are in the format "Month Year" (january 2021, february 2021 etc). So is there any option by which the filter defaults to the current month (ie june 2021 fr now) according to the prese date

[v-rzhou-msft]

Hi @Anonymous 

I think you want to filter your visual to the current month when there is no selection in your “Month Year” filter.

You can try to build a filter measure to achieve your goal.

My Sample:

Filter Measure:

Filter Measure =
VAR _CurMonthYear =
    FORMAT ( TODAY (), "MMMM" ) & " "
        & YEAR ( TODAY () )
VAR _RESULT =
    IF (
        ISFILTERED ( 'Sample'[Month Year] ),
        1,
        IF ( MAX ( 'Sample'[Month Year] ) = _CurMonthYear, 1, 0 )
    )
RETURN
    _RESULT

Add this measure into visual filter field and set it to show items if the value equal to 1. We can see that our visual will only show values whose "Month Year" = June 2021 by default.

If we filter in "Month Year",result is as below.

Best Regards,

Rico Zhou

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

[Anonymous]

hi @v-rzhou-msft  thanks fr the idea. 
But our report has future dates too !

so we cant check this condition in that measure 😞

[Fowmy]

@Anonymous 

If you use relative date, you will not be able to change the date to any other. You can try the Reative date as follows and see if it works for your scenario as follows. You need to do it on a Date Field.

There is an idea for you to vote: https://ideas.powerbi.com/ideas/idea/?ideaid=39ba67cf-724e-4b6c-9906-51163749f759

[Anonymous]

this doesnt wrk 😕
we need the current month to be selected as default and also an option for the user to view other reports by selecting a month

[Fowmy · Accepted solution]

@Anonymous 

It is not possible yet, please click the link I shared and vote for this feature to be included 

[Dilantha]

Hi 
Do you have date slicer ? 
If yes try to add relative month like below example