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dmccardle
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1 year ago
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changing default date filter in PowerBI app for all users

We have a PowerBI app that is replacing an existing monthly distributed excel based report.
Once of the features of the report is a rolling 13 month date range.
We are in the process of creating a date picker and DAX measures to do this across all the visuals but the report is quite large.

In the interim, what is the best way to change the default date range in the app each month so that all users when they log in will see the date range filtered on the page for that month.

  • Here is the general pattern (adjust to your scenario)


    - create a string representation of your date column, replace the latest date with a string "Latest"
    - sort that new column by the original date column
    - add a slicer or visual/page/report level filter
    - set the filter to "Latest"
    - publish the pbix to the workspace/app

2 Replies

  • Here is the general pattern (adjust to your scenario)


    - create a string representation of your date column, replace the latest date with a string "Latest"
    - sort that new column by the original date column
    - add a slicer or visual/page/report level filter
    - set the filter to "Latest"
    - publish the pbix to the workspace/app

  • Hi dmccardle ,

     

    If you want to filter on the dataset level you can think about creating a function in your m-query to do that.

     

    Thanks,

    Sai Teja