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gonrodrigues
Helper III
Helper III

Dashboard refresh issues

Hello,

 

I'm struggling with PBi to show data from last month by default either in reports and dashboard. I've seen some different techniques:

 

1. Creating a column with CurrentMonth and put it on a page/report filter.

Problem: I want a slicer with different months, and with this page filter slicer only show CurrentMonth.

 

2. With that same column, having a slicer with CurrentMonth.

In Dashboard view there is no slicer... graphs will always refresh with information from last month or every month i will have to pin all graphs to Dashboard with CurrentMonth selected in the reports (2nd option is not a solution obviously)?

 

Could you please help finding the right direction? Thanks.

5 REPLIES 5
Greg_Deckler
Community Champion
Community Champion

Typically it looks something like creating a new column with a formula like:

 

DaysPast = DATEDIFF([Date],TODAY(),DAY)

You can then set your filter to something like >30



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But then everything will be filtered right? Slicers included.. I want slicers to have other months/years in the options and not only '< 30'

Use a visual level filter then versus a report or page filter.



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That doesn't work either. When i select other month in slicer, graph show no data because is filtered :S

 

I need all graphs to show last month by default, but also be able to show data from other months.

 

Thanks @Greg_Deckler

I have done something similar in my case where I wanted to have a slicer with last 7 days, last 30 days and last 90 days and an All dates element to it.

 

1) I created calculated tables for each of the times I want to see using a formula like

 

Last x days = DATESINPERIOD(time[Date],max(time[Date]),-x,DAY)

 

2) then I added a calculated column that had a title field with a hard coded value like "Last x days"

 

3) similarly I made a table alldates 

 

Alldates = SELECTCOLUMNS(time,"date",time[Date])

 

4) then I added a similar column to this table "All"

 

5) Finally I created a table that was a union of all these tables, and I used the title column to create a slicer

 

Table = UNION(Alldates,'Last 30 days','Last 7 Days','Last 90 days')

 

*Please note that you will have to define the relationship between the final table and the data tables you want to filter in order for this to work either through the time dimension table or directly.

 

- I hope this gives you an idea which you can replicate in your own scenario

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