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jaktony's avatar
jaktony
Helper I
10 months ago
Solved

Dynamic Subscription with a dynamic date based on schedule refresh

Hi All, I'm trying to create a dynamic subscription that would change the date field in the report based on the scheduled subscription. For example, if I have a monthly scheduled subscription f...
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  • v-echaithra's avatar
    v-echaithra
    10 months ago

    Hi jaktony ,

    Unfortunately, Power BI does not directly allow dynamic slicer values in subscriptions i.e., you can't have the slicer itself change dynamically based on the subscription schedule. However, there are a few workarounds to achieve similar functionality:

    Use a DAX Measure for Dynamic Filtering Based on Current Month

    Create a Dynamic Measure for the Month Filter:
    You can write a DAX measure to calculate the data for the current month or the month of the subscription:

    CurrentMonthData =
    CALCULATE (
    [YourMeasure],
    YEAR('Date'[Date]) = YEAR(TODAY()) && MONTH('Date'[Date]) = MONTH(TODAY()))

    Instead of using a slicer, you can apply this measure to your visuals to show data only for the current month. This way, when the report is generated in October, it will automatically filter to show only October data.
    The subscription will run according to the scheduled time e.g., the first of the month. Since the DAX measure dynamically adjusts to the current month based on the system date (TODAY()), it will always reflect the month corresponding to the subscription schedule.

    Hope this helps.
    Chaithra E

v-echaithra's avatar
v-echaithra
Community Support
10 months ago

Hi jaktony ,

Thank you lbendlin  for your inputs.

I hope the information provided is helpful. I wanted to check whether you were able to resolve the issue with the provided solutions. Please let us know if you need any further assistance.

Thank you.

jaktony's avatar
jaktony
Helper I
10 months ago

Hi v-echaithra ,

Unfortantely, I wasn't able to resolve the issue. I'm not sure whether I'm not doing a good job explaining the issue or whether I'm not understanding the response to it.

Thanks

  • v-echaithra's avatar
    v-echaithra
    Community Support
    10 months ago

    Hi jaktony ,

    Unfortunately, Power BI does not directly allow dynamic slicer values in subscriptions i.e., you can't have the slicer itself change dynamically based on the subscription schedule. However, there are a few workarounds to achieve similar functionality:

    Use a DAX Measure for Dynamic Filtering Based on Current Month

    Create a Dynamic Measure for the Month Filter:
    You can write a DAX measure to calculate the data for the current month or the month of the subscription:

    CurrentMonthData =
    CALCULATE (
    [YourMeasure],
    YEAR('Date'[Date]) = YEAR(TODAY()) && MONTH('Date'[Date]) = MONTH(TODAY()))

    Instead of using a slicer, you can apply this measure to your visuals to show data only for the current month. This way, when the report is generated in October, it will automatically filter to show only October data.
    The subscription will run according to the scheduled time e.g., the first of the month. Since the DAX measure dynamically adjusts to the current month based on the system date (TODAY()), it will always reflect the month corresponding to the subscription schedule.

    Hope this helps.
    Chaithra E

    • jaktony's avatar
      jaktony
      Helper I
      10 months ago

      Thank you! This is super helpful

      • v-echaithra's avatar
        v-echaithra
        Community Support
        9 months ago

        HI jaktony ,

        May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

        Thank you.