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dgwilson Member
Member

Automatically change/set filter selection

Hi there...

 

I start my Power BI dashboard by showing users a page that I call "Select". It's primary purpose is to allow users to use a filter that shows a series of end dates. i.e. 1st July, 7th July, 14th July, 21July... etc... you get the idea. Selecting this date Sync's the filter selection to other pages.

 

Having users (executives) select a new date is a bit prone to "user error"... and I'd like to be able to determine what the last available date is and perform that selection automatically.

 

Can this be done?

What is the recommended approach to implementing?

 

- David

5 REPLIES 5
edhans New Contributor
New Contributor

Re: Automatically change/set filter selection

I'm struggling to see how to preselect a slicer value based on the most recent day, so I'll be curious to see if someone chimes in.

To make it easier for the Execs though, you can change the slicer to a "Relative" visual with the dropdown in the slicer, then set it to last 1 days. Then they have to pick the last day.

 

Or set it to a list in descending order. Then there is just a simple box to check.

 

I also know you can set it in the desktop and publish it, but you'd have to do that every day, or time period, to push it up. Not ideal....

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dgwilson Member
Member

Re: Automatically change/set filter selection

Setting it to relative is a great option!  - Last 1 week.

 

Testing now.

 

- David

dgwilson Member
Member

Re: Automatically change/set filter selection

Interesting. Indeed selecting data for the last week works. Spot on.

 

The challenge comes when I want the user to select the week before that... Selecting data for the last 2 x weeks isn't as nice and the dashboard shows duplicate entries per customer.

 

So for useability... I return to wanting to magically (via DAX?) select the last entry in a list of dates.

 

- David

edhans New Contributor
New Contributor

Re: Automatically change/set filter selection


 

So for useability... I return to wanting to magically (via DAX?) select the last entry in a list of dates.

 

You cannot use measures as slicers, and DAX are like Excel functions. They can report data, but they cannot change anything in the file like VBA could., and there is no VBA in Power BI. At this point it might be a USERVOICE request to have slicers preset to certian data based on criteria.

dgwilson Member
Member

Re: Automatically change/set filter selection

Thank you for the advice. Posting to Uservoice completed.

 

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/35044117-allow-slicers-to-be-pres...

 

- David

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