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Elangamban's avatar
Elangamban
Regular Visitor
9 years ago

create a common date filter

Hi,

 

I need to create a common date filter for my tables. I've connect Dynamics crm to power bi.

 

Let's say I've three different team and for each of them has a table (sales, marketting, services). Those three tables has a date column.

 

How to create a common date filter,? so that if I chose date the dashboard should reflect the same. (The dashboard will contain data from all the three tables).

 

Thanks in advance for your reply!!

Need Help

10 Replies

  • tringuyenminh92's avatar
    tringuyenminh92
    Memorable Member
    9 years ago

    Hi Elangamban,

     

     

    If you are using 

    • Import Mode in connection, you could create Dates table in Modeling tab -> New Table -> Dates= CalendarAuto()
    • DirectQuery Model: you need to handle the DimDate in CRM system side or switch to import mode

    And you could support this idea by voting to make DimDates feature available for DirectQuery mode: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/14809452-improve-direct-query-date-time-handling

    • Elangamban's avatar
      Elangamban
      Regular Visitor
      9 years ago

      Hi,

       

      Thanks for the reply.

       

      Modeling tab -> New Table -> Dates= CalendarAuto() is not giving my solution. If  I select the date no changes is happening in the dashboard. Do I need to create relationship to Dates table from my tables?

      • tringuyenminh92's avatar
        tringuyenminh92
        Memorable Member
        9 years ago

        Hi Elangamban,

         

        Yes, you need choose Manage Relationship -> New to create relationship or auto dectect to have cross filter between dates table and your fact table