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Kumar7360's avatar
Kumar7360
Frequent Visitor
6 years ago

Custom date selection on dashboard reports

Hi All, 

 

By default, when we open a Dashboard we need to display the data for last one month in th report. if users wants to change the selections they will choose the start date and end date in the slicers and reports needs to display the data accordingly. 

 

Can any one suggest how to acheive this. 

Need Help

4 Replies

  • collinq's avatar
    collinq
    Super User
    6 years ago

    Hi Kumar7360 ,

     

    You can have the filter pane with a default filter of the last month for that date field.  Then, whenever it opens, the report will be for the last month.  But, if the user wants to change the date range, they will have to clear that filter and then use the date slicer.

     

    I would appreciate Kudos if my response was helpful. I would also appreciate it if you would Mark this As a Solution if it solved the problem. Thanks!
  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Hi Kumar7360.

    You can create a bookmark with measure formula and today function and apply on a visual(extract the year, month part and use with if statement), it will dynamically update the filter range based on the system date.
    Regards.

    Xiaoxin Sheng

    • Kumar7360's avatar
      Kumar7360
      Frequent Visitor
      6 years ago

      Hi, 

      This will hep me to get the last month filter by default but we also need a functionality where users change the date selection when they want some other date range.  

      • Anonymous's avatar
        Anonymous
        Not applicable
        6 years ago

        HI Kumar7360,

        Nope, other types of interaction/filters not able to dynamic effect the stored bookmark filters. Perhaps you can try to add a query parameter filters on your query tables to effect generated data model table records to indirect effect the bookmark filters.

        Regards,

        Xiaoxin Sheng