Subscription preview image filter update

[samhunter106]

We have an email subscription with a preview image showing a page filtered for the current month (via dropdown slider).

Each month we edit the report in the service by changing the slider to display the current month. When the users follow the link in the subscription email, they are taken to the report filtered to the current month but the preview image still shows the previous date selection.

Current Preview image

Current report view

Is this a bug or are we not doing something correctly?

[PunChili]

@lbendlin May I ask you, do you know by chance if the preview picture, as well as the png attachment, should be up to date when the subscription is send? We use fabric, with a semantic model including delta tables automatically updated every day when new data is coming in. The preview picture and the png attachment are not updating. Is this the intended behaviour?

Would be happy when you share some info about this. Thank you!

[lutz_bendlin]

The "primary" report page used for the preview picture will be rerendered for each (!!!) individual subscription.  So if you see outdated data then the synchronization to the SQL endpoint hasn't happened yet.  As you may have read that is a non-deterministic process. You can raise a ticket if you want.

[PunChili]

thank you @lutz_bendlin I had this assumption as I already tested every step which can take place before, I was hoping that it is not related to the sql endpoint syncing... I will create a scenario and test it. Do you think it is the same with the datawarehouse...?

[PunChili]

our data is updated; what is the issue is the refresh of the report which is not automatically done by the subscription. Will try with a ticket to Microsoft.

[samhunter106]

I'd definatley prefer that but couldn't work out a good way of doing it. If you have any ideas, I'd love to hear them.

Users require report to default to current month but be able to select previous months as required (1 full month at a time only).

I wan't this to be simple for users so I went for the slider drop down method. I don't know if I can default it to the current month this way though.

[lbendlin · Accepted solution]

It's a pretty standard pattern, but it requires the calendar table to be in import mode (or a calculated table) and the dataset to be refreshed daily-ish.

- Create a calculated column that marks the appropriate rows in the calendar table as "current month"  and all others as the string representation of their month

- use that column in the slicer

- set the "current month"  value as the default

- publish the report.

[lbendlin]

Each month we edit the report in the service by changing the slider to display the current month

Have you considered using a more automated version that always shows the most recent month as the default?