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MariusHo
New Member

How to dynamically pre-set filter in dropdown

Dear community,

 

i have the following challenge:

  • Imagine a single-choice dropdown with reporting periods (e.g. YYYY.MM). Every month there will be a new period available with the most current data. I want my cloud published report to be automatically filtered on that latest period, but still want to offer my users to be able to switch to an older period in the dropdown.

 

My current solution:

  • Open the dashboard in cloud every month and switch the initially selected filter to the latest period manually...

 

Are there any other ways to solve this?

 

Many thanks in advance!

Marius 

1 ACCEPTED SOLUTION
ibarrau
Super User
Super User

Hi. By default there is no way to execute that exact action. The intention from PowerBi would be using Relative Date filtering. You can read more about that here: https://learn.microsoft.com/en-us/power-bi/visuals/desktop-slicer-filter-date-range

There is another option that would be a custom visual. There is a visual dedicated to preselected rules. It's https://appsource.microsoft.com/en-us/product/power-bi-visuals/insiderscoop1611244107840.powerbi_cus...

You can read more about it in this spannish posts: https://github.com/PiConsulting/Pensadero/tree/master/Bi/Resoluciones/Preselected%20slicer

I hope that helps,


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Happy to help!

LaDataWeb Blog

View solution in original post

2 REPLIES 2
ZikoPowerBI
Helper II
Helper II

You can achieve it using the below method :

1: create a custom column :

Date_DISPLAY= If (date= MAx(Date),'Latest Date', Date)
2: covert this custom column to text.
3: USe the above custom column in the slicer and sort it in descending order.

Select Latest date and save the application and deploy.

 

after every refresh it will select teh latest date and eventually your report will show latest dates data 

 

ibarrau
Super User
Super User

Hi. By default there is no way to execute that exact action. The intention from PowerBi would be using Relative Date filtering. You can read more about that here: https://learn.microsoft.com/en-us/power-bi/visuals/desktop-slicer-filter-date-range

There is another option that would be a custom visual. There is a visual dedicated to preselected rules. It's https://appsource.microsoft.com/en-us/product/power-bi-visuals/insiderscoop1611244107840.powerbi_cus...

You can read more about it in this spannish posts: https://github.com/PiConsulting/Pensadero/tree/master/Bi/Resoluciones/Preselected%20slicer

I hope that helps,


If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Happy to help!

LaDataWeb Blog

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