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Anonymous's avatar
Anonymous
Not applicable
1 year ago
Solved

Power bi Service

Hi Power bi Team, When we refreshing in Power bi  in service , Month should automatically selected latest month in the Slicer. When Some one visite the power bi service click on Link latest month au...
Need Help
  • Poojara_D12's avatar
    Poojara_D12
    1 year ago

    Hi Anonymous 

    To auto-select the latest month in a slicer in Power BI Service:

    1. Add a Column: Create a calculated column in your date table.

     

    IsLatestMonth = IF(FORMAT('Date'[Date], "YYYY-MM") = FORMAT(TODAY(), "YYYY-MM"), 1, 0)

     

    • Set a Slicer: Use the "Month" field in a slicer and enable Single Select.

    • Apply Filter: Add a visual-level filter to the slicer: IsLatestMonth = 1.

    • Publish: Save and publish the report. After refresh, the slicer will auto-select the latest month.

     

    Did I answer your question? Mark my post as a solution, this will help others!

    If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂

    Kind Regards,
    Poojara
    Data Analyst | MSBI Developer | Power BI Consultant
    Consider Subscribing my YouTube for Beginners/Advance Concepts: https://youtube.com/@biconcepts?si=04iw9SYI2HN80HKS 

pallavi_r's avatar
pallavi_r
Super User
1 year ago

Hi Anonymous ,

I believe your question is how can we get slicer automatically updated to latest / current month without manually changing it. 

For that we need to add another column - for current month in DAX calendar table. And the column name will be static like Current/Latest. And the latest month will be saved in "Current"

Calendar Table DAX

Then Default Month / Current Dax query:

Sort the Default Month by month number

 

You can also refer this thread for detailed exlaination https://community.fabric.microsoft.com/t5/Desktop/How-to-make-slicer-default-showing-latest-month-as-the-selection/m-p/3167597#M1069170

If this post helps, please accept this as a solution. Appreciate your kudos.

Thanks,

Pallavi

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Do you implemention  video , I have some similer requirement , I will adjust as per my requirement . 

    • pallavi_r's avatar
      pallavi_r
      Super User
      1 year ago

      Hi Anonymous ,

      I don't have implementation video, but this is exactly how I have coded in my implementation.

      1. I have a year and month slicer, where I want the slicer to pick latest month and latest year as default.

      2. I have created calendar dax table with below script

      ---------

      Calendar Date =

      ADDCOLUMNS (

      CALENDAR (DATE(year(NOW())-2,1,1),Today()),

      "MonthNameShort", UPPER(FORMAT ( [Date], "MMM" )),

      "Monthnumber", FORMAT ( [Date], "MM" ),

      "Quarter", "Q" & FORMAT ( [Date], "Q" ),

      "Year", YEAR ( [Date] ),

      "DateID", FORMAT ( [Date], "YYYYMMDD" ),

      "YearMonth",Format ([Date],"YYYYMM"))
      ------------------------------------------
      3. Then I have created 2 columns in calendar table fo default year and month

      Month Default

      Month - Default =
      var currentMonth = UPPER(FORMAT ( NOW(), "MMM" ))
      var month = 'Calendar Date'[MonthNameShort]
      return if(currentMonth=month,"Current",month)
       
      Year Default:
      Year - Default =
      var currentYear = FORMAT ( NOW(), "YYYY" )
      var year = FORMAT('Calendar Date'[Date],"YYYY")
      return if(currentYear=year,"Current",year)
      4. Then sort the month-default as per month no.

       

      This is the complete end to end implementation. 

       

      If this post helps, please accept this as a solution. Appreciate your kudos.
       

       

      Thanks,

      Pallavi