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adetox
Frequent Visitor

Analyze in excel Date Filter

Hi

 

I consider myself a pro user of PBI, been using since 8+ years, now I mostly lead a team rather than develop directly.

I'm trying to develop a self-serve reporting with XMLA connectors and it all works. However there is one off-putting issue of the pivot tables that I cannot fix. 
Basically the date filter. 

On a Dashboard, you can have a date filter "between", so you can select "give me all the data form 13th Jan to 27 March" and it's easy.
On the Pivot in Excel I cannot find such a feature. Even if you have a very complete Date Dimension (with all the years, months etc. etc) if you want to select such a range you have to use the date filter, unselect all the dates and manually select every single date from 13 Jan to 27 March, which is really annoying.
Additionally, filters in the date dimension does not propagate. Even if I filter by year 2025, month Jan, the "Date" will still show all the data from the beginning of time (see screenshot)
2025-01-24 09_33_53-CostaPivot.xlsx - Excel.png
Is there any way to make the "date" filter working with already selected period OR to have a "From" and "To" date slicers?

Tjhanks!

7 REPLIES 7
adetox
Frequent Visitor

The Timeline wasn't working at all so...I checked...Oh...what a noob mistake. I didn't mark the date table as Date dimension. 
Better, but a to/from would be great

Lol just saw this... Yup i agree, it still doesnt replace the to/from slicer in power bi.

Tutu_in_YYC
Super User
Super User

I share your frustration.. I ended doing this:
1. 

Tutu_in_YYC_0-1737762369353.png


2. 

Tutu_in_YYC_1-1737762401506.png


Both still dont replace the To From slicer like in power bi...

Hi

thanks for the answer. The issue I'm having are that Method 1 only works if you put the date in rows, not in the filter. So if you want all of the data from 2 Aug to 3 sept in a single row, you just cannot.
And method 2...doesn't work. If I click on the Insert Timeline, and I chose the Date dimension...nothing happens

I was able to create one. It may require you to have a dedicated date table.

See if this doc can help with your timeline slicer.
https://support.microsoft.com/en-us/office/create-a-pivottable-timeline-to-filter-dates-d3956083-01b...

Yes Tutu, I realized that I forgot to set my Date Dim as data table. Once done, the timeline works fine. It's good, but still less practical than a from / to filter...

Hi @adetox,

 

Thank you for reaching out to Microsoft Fabric Community.

 

Thank you @Tutu_in_YYC for addressing the issue.

Thank you for confirming that your issue is resolved. Please consider it accepting as a solution so that other community members can find it more quickly.

 

Thanks and regards,

Anjan Kumar Chippa

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