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singarfield
Helper I
Helper I

Create one date filter for three separate data sources

Hi everyone, 

I have three separate data sheets (excel) feeding into Power BI which all have the same date period in them, and I would like to be able to add one filter in my Power BI report which can control all three. Is this possible?

Thank you, 

S

1 ACCEPTED SOLUTION
mussaenda
Super User I
Super User I

let fnDateTable = (StartDate as date, EndDate as date, FYStartMonth as number) as table =>
  let
    DayCount = Duration.Days(Duration.From(EndDate - StartDate)),
    Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
    TableFromList = Table.FromList(Source, Splitter.SplitByNothing()),   
    ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}),
    RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}),
    InsertYear = Table.AddColumn(RenamedColumns, "Year", each Date.Year([Date]),type text),
    InsertYearNumber = Table.AddColumn(RenamedColumns, "YearNumber", each Date.Year([Date])),
    InsertQuarter = Table.AddColumn(InsertYear, "QuarterOfYear", each Date.QuarterOfYear([Date])),
    InsertMonth = Table.AddColumn(InsertQuarter, "MonthOfYear", each Date.Month([Date]), type text),
    InsertDay = Table.AddColumn(InsertMonth, "DayOfMonth", each Date.Day([Date])),
    InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]),
    InsertMonthName = Table.AddColumn(InsertDayInt, "MonthName", each Date.ToText([Date], "MMMM"), type text),
    InsertCalendarMonth = Table.AddColumn(InsertMonthName, "MonthInCalendar", each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])),
    InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "QuarterInCalendar", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])),
    InsertDayWeek = Table.AddColumn(InsertCalendarQtr, "DayInWeek", each Date.DayOfWeek([Date])),
    InsertDayName = Table.AddColumn(InsertDayWeek, "DayOfWeekName", each Date.ToText([Date], "dddd"), type text),
    InsertWeekEnding = Table.AddColumn(InsertDayName, "WeekEnding", each Date.EndOfWeek([Date]), type date),
    InsertWeekNumber= Table.AddColumn(InsertWeekEnding, "Week Number", each Date.WeekOfYear([Date])),
    InsertMonthnYear = Table.AddColumn(InsertWeekNumber,"MonthnYear", each [Year] * 10000 + [MonthOfYear] * 100),
    InsertQuarternYear = Table.AddColumn(InsertMonthnYear,"QuarternYear", each [Year] * 10000 + [QuarterOfYear] * 100),
    ChangedType1 = Table.TransformColumnTypes(InsertQuarternYear,{{"QuarternYear", Int64.Type},{"Week Number", Int64.Type},{"Year", type text},{"MonthnYear", Int64.Type}, {"DateInt", Int64.Type}, {"DayOfMonth", Int64.Type}, {"MonthOfYear", Int64.Type}, {"QuarterOfYear", Int64.Type}, {"MonthInCalendar", type text}, {"QuarterInCalendar", type text}, {"DayInWeek", Int64.Type}}),
    InsertShortYear = Table.AddColumn(ChangedType1, "ShortYear", each Text.End(Text.From([Year]), 2), type text),
    AddFY = Table.AddColumn(InsertShortYear, "FY", each "FY"&(if [MonthOfYear]>=FYStartMonth then Text.From(Number.From([ShortYear])+1) else [ShortYear]))
in
    AddFY
in
    fnDateTable

You may want to paste this to your blank query. It is a date table with lots of column like mos, qtr, sem, etc. Got it from Enterprise DNA site. You can then create relationships to use only one filter for the three tables.





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View solution in original post

4 REPLIES 4
mussaenda
Super User I
Super User I

let fnDateTable = (StartDate as date, EndDate as date, FYStartMonth as number) as table =>
  let
    DayCount = Duration.Days(Duration.From(EndDate - StartDate)),
    Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
    TableFromList = Table.FromList(Source, Splitter.SplitByNothing()),   
    ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}),
    RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}),
    InsertYear = Table.AddColumn(RenamedColumns, "Year", each Date.Year([Date]),type text),
    InsertYearNumber = Table.AddColumn(RenamedColumns, "YearNumber", each Date.Year([Date])),
    InsertQuarter = Table.AddColumn(InsertYear, "QuarterOfYear", each Date.QuarterOfYear([Date])),
    InsertMonth = Table.AddColumn(InsertQuarter, "MonthOfYear", each Date.Month([Date]), type text),
    InsertDay = Table.AddColumn(InsertMonth, "DayOfMonth", each Date.Day([Date])),
    InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]),
    InsertMonthName = Table.AddColumn(InsertDayInt, "MonthName", each Date.ToText([Date], "MMMM"), type text),
    InsertCalendarMonth = Table.AddColumn(InsertMonthName, "MonthInCalendar", each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])),
    InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "QuarterInCalendar", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])),
    InsertDayWeek = Table.AddColumn(InsertCalendarQtr, "DayInWeek", each Date.DayOfWeek([Date])),
    InsertDayName = Table.AddColumn(InsertDayWeek, "DayOfWeekName", each Date.ToText([Date], "dddd"), type text),
    InsertWeekEnding = Table.AddColumn(InsertDayName, "WeekEnding", each Date.EndOfWeek([Date]), type date),
    InsertWeekNumber= Table.AddColumn(InsertWeekEnding, "Week Number", each Date.WeekOfYear([Date])),
    InsertMonthnYear = Table.AddColumn(InsertWeekNumber,"MonthnYear", each [Year] * 10000 + [MonthOfYear] * 100),
    InsertQuarternYear = Table.AddColumn(InsertMonthnYear,"QuarternYear", each [Year] * 10000 + [QuarterOfYear] * 100),
    ChangedType1 = Table.TransformColumnTypes(InsertQuarternYear,{{"QuarternYear", Int64.Type},{"Week Number", Int64.Type},{"Year", type text},{"MonthnYear", Int64.Type}, {"DateInt", Int64.Type}, {"DayOfMonth", Int64.Type}, {"MonthOfYear", Int64.Type}, {"QuarterOfYear", Int64.Type}, {"MonthInCalendar", type text}, {"QuarterInCalendar", type text}, {"DayInWeek", Int64.Type}}),
    InsertShortYear = Table.AddColumn(ChangedType1, "ShortYear", each Text.End(Text.From([Year]), 2), type text),
    AddFY = Table.AddColumn(InsertShortYear, "FY", each "FY"&(if [MonthOfYear]>=FYStartMonth then Text.From(Number.From([ShortYear])+1) else [ShortYear]))
in
    AddFY
in
    fnDateTable

You may want to paste this to your blank query. It is a date table with lots of column like mos, qtr, sem, etc. Got it from Enterprise DNA site. You can then create relationships to use only one filter for the three tables.





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

TomMartens
Super User II
Super User II

Hey, you can create an extra calendar table using DAX function CALENDARAUTO see here: https://dax.guide/calendarauto/

Create three relationship between the Calendartable on the one side and the other tables on the many side (make sure the cross filter direction is set to single).

Then you can create a slicer using the date column from the Calendar table, this will then filter all the other tables.

Hopefully this provides what you are looking for.

Regards,
Tom


Did I answer your question? Mark my post as a solution, this will help others!

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I accept Kudos 😉
Hamburg, Germany

Hi @TomMartens ,

Thank you for your reply! I have not used DAX much. Do you know of any resource where I can look up how to do this?

Thank you, 

Hi @singarfield 

You may have a look at below articles.

https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions

https://powerbi.tips/tag/calendarauto/

Regards,

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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