Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
I am working on creating a relative date filter for a paginated report using a list with values: Previous Month, Previous Quarter, YTD, FYTD.
I realize I may be going about this wrong but I have tried every way on google and I cannot get the relationship to work in a paginated report. I have this working in power bi desktop using dax.
I created 4 columns to flag each row if the date falls into those 4 date periods. I then created a 5th column that combines the columns to get each flag category into one field.
Sample data
Date Entered | Previous Month | Previous Quarter | YTD | FYTD | Date Period Combine |
10/9/2023 | YTD | FYTD | YTD | FYTD | ||
10/6/2023 | YTD | FYTD | YTD | FYTD | ||
10/5/2023 | YTD | FYTD | YTD | FYTD | ||
10/4/2023 | YTD | FYTD | YTD | FYTD | ||
10/3/2023 | YTD | FYTD | YTD | FYTD | ||
10/2/2023 | YTD | FYTD | YTD | FYTD | ||
9/29/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/28/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/27/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/26/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/25/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/22/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/21/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/20/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/19/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/18/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/15/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/14/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/13/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/12/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/11/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/10/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/8/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/7/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/6/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/5/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/4/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
9/1/2023 | Previous Month | Previous Quarter | YTD | FYTD | Previous Month | Previous Quarter | YTD | FYTD |
8/31/2023 | Previous Quarter | YTD | FYTD | Previous Quarter | YTD | FYTD | |
8/30/2023 | Previous Quarter | YTD | FYTD | Previous Quarter | YTD | FYTD |
I want to create a parameter in my paginated report with a drop down that list Previous Month, Previous Quarter, YTD, FYTD. If Previous Quarter is selected, I want to report to show any data that has Previous Quarter listed in the combined column. Is this possible?
Other suggestions are welcomed. I mainly use Power Bi desktop so this has been very frustrating for me to learn. All help is appreciated.
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.