Modifying filters on Dashboard visuals without re-pinning from original report

[vgeldbr]

I have some Dashboards made up of visuals pinned from various Power BI reports. The Dashboard visuals obviously somewhere store the filters that applied to the visual at the time it is pinned to the Dashboard. Now that we have started a new fiscal year, the original report has rolled forward, with visuals defaulting to the new fiscal year but the Dashhboard continues to show the data filtered to what is now the previous fiscal year. 

Is it possible to modify the filter on fiscal year in the Dashboard without having to re-pin each visual from the original report? Having to re-pin is time consuming and means re-doing the full layout of the dashboard.

[v-tianyich-msft]

Hi @vgeldbr ,

It seems that the tile refresh is not triggered causing the dashboard to present historical data. Are you using a live page or a visual tile, and for the visual tile, check to see if you've changed the visual object type of the original report, etc. If it's a live page, it should be triggering a tile refresh when it opens.Data refresh in Power BI - Power BI | Microsoft Learn

Hope it helps!

Best regards,
Community Support Team_ Scott Chang

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

[vgeldbr]

Thanks for responding but that's not the issue. The issue is that the underying Report is filtered (via a slicer that is synchronized across all relevant pages from a slicer panel page) to the current fiscal year. The user can select a different fiscal year if they wish. However, the Dashboard visuals all have whatever filter was applied at the time the visuals were pinned (in this case FY24). It is now FY25 and users of the main report see relevant data but the Dashboard continues to show FY24. Where is the dashboard storing this filter information? Can it be modified? Or do I really have to re-pin each individula from the Report (which is now showing FY25) and recreate the layout of the Dashboard?

[v-tianyich-msft]

Hi @vgeldbr ,

Yes, you seem to need re-pin. for visual tile, it stores the information of the pin at that time. I would recommend you to use the live page form as a tile more.

Hope it helps!

Best regards,
Community Support Team_ Scott Chang

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

[vgeldbr]

Thanks. Live Page does not work for the business requirement. This seems to me to be a fairly severe limitation and is the sort of thing that would drive what I believe is fairly low adoption of the Dashboard functionality.

[pjg]

To fix this limitation, I created a [YearIndex] in my Calendar table 'DateKey' and used this when repinning the next year. "[YearIndex] = 0" instead of the Year = 2024
This is the code for YearIndex

YearIndex = DATEDIFF(Today(), 'DateKey'[Date],YEAR)

Current year is always 0
Last year is always -1

Year before last is always -2

etc...

They update and roll correctly.

Its also handy to do a Month Index for rolling 6 month views. Heres the code.

MonthIndex = DATEDIFF(Today(), 'DateKey'[Date], Month)

I have not had a need for WeekIndex or DayIndex in Power BI, but you get the idea, but have used them in Qlik.

Using these to pin will keep to the current year.
Applying [YearIndex] = 0 will keep the visual to current year.

Using these to pin will keep relevant to rolling months.
Applying [MonthIndex] > -6 will keep the visual to a rolling 6 months including current month
Applying [MonthIndex] >= -6 AND [MonthIndex] < 0 will keep the visual to a rolling full 6 months excluding current month.

Using these to pin will rest rolling months at the start of each year.
Applying [Year Index] = 0 AND [Month Index] > -6 will reset any rolling 6 month view at the start of each year.

I find these very useful in PowerBI pinning, but really would love the ability to edit the pinned visuals filters in the Dashboards, even if you can only change used filters or clear them would be handy, but perfect if you could add new filters also. I do feel the Dashboards could be a lot better, but you have to work with what your have.

Hope this helps.

[v-tianyich-msft]

Hi @vgeldbr ,

I did some testing as well and it really doesn't work.

Best regards,
Community Support Team_ Scott Chang