Toggle between different data sets for same visual

[Anonymous]

I have created a report where in I have various excels connected each displaying data for a particular month. The type of data is same just the values change. I want to be able to toggle between the different months for the same visuals i created in the report. 

Any help on how to carry this out would be nice.

[edhans]

@Anonymous I would need to see some data or share your PBIX file via Onedrive/DropBox if there is no confidential data. It is possible that is accurate if Jan 2021 has no data loaded. But it could be a relationship problem as well. One thing to check though is your slicer should have the months and years from the date table and not your FACT table (the table with your data). You should generally always use fields from your DIM tables (Dimension tables - like Date, Customers, Items, Vendors, etc) and use values (inside measures) from your FACT tables (sales records, purchase records, inventory transactions, etc). 

You might want to read up a bit on what a Star Schema is and why it is so critically important. Power BI is designed around this concept.
Microsoft Guidance on Importance of Star Schema

[Anonymous]

I ended up getting a much simpler solution on exploring abit! 

First add and load all the excels that are to be used.

Right click on all the excels except for 1 and uncheck enable load.

For the 1 excel which still has enable load in its properties, apply append query and add more than 2 tables and join them.

Create a slicer and add the field of Date that is required by you. 

Thank You!

[edhans · Accepted solution]

You cannot toggle visuals to different tables. You could create multiple visuals and put them on top of each other and use bookmarks, but you have a model problem. You should not have different tables for different months. It should be one table for all of your data for all months, and a Date Table. Then you just set up a slicer to toggle the month(s) you want to see.

You should do this:

1. Go to Transform Data
2. Right-click on all of your monthly excel tables and uncheck "Enable Load" except for one of them. 
3. For the one you didn't uncheck, select Append in the Home ribbon (far right) and select 3+ tables, then add all of the tables to that one table.
4. Create a date table. I have one here in Power Query you can use.
5. Load the 1 Excel table and the Date Table.
6. Mark the date table as a date table (Right-click on it in the Report view, Mark as Date Table and select the [Date] field.
7. In the model view, create a relationship between the Date field in the Date Table and the Date field in the Excel table

Now create your visuals and slicers.

[Anonymous]

I did carry out the steps like you said to do and was able to create the relationship but when I try to use it as a slicer for my visuals to present the data on monthly basis in charts , my visuals are going blank. 

Any help would be great as I am still relatively new to PowerBi . 

Thank You.