Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

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.

Reply
DivakarKrishnan
Helper II
Helper II

Matrix Months Columns showing last year data by default

Dear Team,
 
I have a matrix table in my report with Months as columns, my table has data for the year 2020 & 2021 Jan.
When I am opening the report, table shows both 2020 & 2021 data. However, I am expecting it should show only 2021 data by default, I am using DATESYTD & DATESMTD functions.
 
DAX Formula.
 
1) Net Sales Amount =
var _sum = [SUM of Total Sales Credit] - [SUM of Total Sales Debit]
RETURN
CALCULATE(_sum, DATESYTD('Calendar'[Date]))

2) Net Sales Quantity =
var _sum = [SUM of Total Quantity Credit] - [SUM of Total Quantity Debit]
RETURN
CALCULATE(_sum, DATESYTD('Calendar'[Date]))
 
3) Sales_TotalMTD = CALCULATE([Net Sales Amount],DATESMTD('Calendar'[Date])) --- Using in my matrix
 
4) Qty Sold_TotalMTD = CALCULATE([Net Sales Quantity],DATESMTD('Calendar'[Date])) --- Using in my matrix
 
Can someone please assist on how to show only 2021 values in my matrix by default (only Jan 2021 for now). I can see 2020 data by selecting slicer year.
 
Thanks
3 REPLIES 3
StefanoGrimaldi
Resident Rockstar
Resident Rockstar

configure the filter as a single selection option and select 2021, will be the default option selected when openinig, and the filter can be changed by the user, you can put this filter on ther report, or report filter pane, use the single selection option on the filter setting and that should do, for the specific form you saying would say to put it on the filter itself and them configure it with single selection. 





Did I answer your question? Mark my post as a solution! / Did it help? Give some Kudos!

Proud to be a Super User!




StefanoGrimaldi
Resident Rockstar
Resident Rockstar

add a visual filter on the filter pane with the date field, and select the relative type of filter and select the on this year option, this will limit all data in the visual to be only of the current year. 





Did I answer your question? Mark my post as a solution! / Did it help? Give some Kudos!

Proud to be a Super User!




If i do this then I will not able to see 2020 data.. My requirement is I would like to see 2021 data by default when I am opening the report. For 2020 data, i can see by using slicer values for year...

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors