Forum Discussion

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, servic...

tringuyenminh92

Memorable Member

9 years ago

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
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
  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
  - v-huizhn-msft
    Microsoft Employee
    9 years ago
    Hi Elangamban,
    
    After you create relationship between table, you'd better set the slicer to contral several reports, or several slicer contal one report. You can click one silcer->Formua->Edit Interactions to create the connection with other slicers and any visualization in the window. For example, the relationship will be created if you select the funnel-shaped highlighted in red. Oppositely, there is no connection between slicer and visual if the highlighted circle in yellow is light. When you select the one slicer and connect it with other report, please see the following screenshot.
    
    If you have any other question, please feel free to ask.
    
    Best Regards,
    Angelia

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