Forum Discussion

szenatti's avatar
szenatti
New Member
10 years ago
Solved

Default value in Report Filter Panel

Hi All,

 

I have a requirement to set default values in a Country filter and also set Current Month as default.

 

How can I do it in PowerBI?

 

Thanks,

 

Sergio 

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    10 years ago

    Hi szenatti,

     

    Currently, we are not able to set Report level filter based on current month directly, as DAX is not available in Report Level filter panel. To workaround the issue, we can create a calculated column via expression below:

     

    Column = IF(MONTH(Table1[Date])=MONTH(NOW()) && YEAR(Table1[Date])=YEAR(NOW()),"current month","")

     

    Then drag this column field to Report Level filter panel, check "current month" as default. You can also drag the Country field to Report Level Filter, then check a prefer value as default.

     

     

    The way is similar to the method in this article: Finding the Latest Date in Power BI Desktop.

     

    If you have any question, please feel free to ask.

     

    Best Regards,
    Qiuyun Yu

4 Replies

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    Community Support
    10 years ago

    Hi szenatti,

     

    Currently, we are not able to set Report level filter based on current month directly, as DAX is not available in Report Level filter panel. To workaround the issue, we can create a calculated column via expression below:

     

    Column = IF(MONTH(Table1[Date])=MONTH(NOW()) && YEAR(Table1[Date])=YEAR(NOW()),"current month","")

     

    Then drag this column field to Report Level filter panel, check "current month" as default. You can also drag the Country field to Report Level Filter, then check a prefer value as default.

     

     

    The way is similar to the method in this article: Finding the Latest Date in Power BI Desktop.

     

    If you have any question, please feel free to ask.

     

    Best Regards,
    Qiuyun Yu

    • AnandRanga's avatar
      AnandRanga
      Helper III
      9 years ago

      v-qiuyu-msft

      It works fine, but what if user wants to see the data of previous month ? I mean after publishging  the dashboard how user can remove this filter if It is a page level filter?

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Since this column is a conditional formating, just replace the "else" condition for the month for the date field:

         

        Column = IF(MONTH(Table1[Date])=MONTH(NOW()) && YEAR(Table1[Date])=YEAR(NOW()),"current month",MONTH(Table1[Date]))

  • ankitpatira's avatar
    ankitpatira
    Community Champion
    10 years ago

    szenatti if you want filter to be dynamically updated each month then you can't do that for filters but can for slicers. Check out this post on how to do it using slicers.

     

    Manual approach will be to set filter for your users and save report. When you share your user will have filter applied saved report. Obviously that means you have to manually change filter each month.