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nirrobi
Helper V
Helper V

Dashboard not update after changing filter in power bi desktop

Hi all,

 

I have power-bi desktop file that update dasgboard in the power-bi app.

All work smoothly

but...

when I change the filter in the power bi desktop (i.e change month/year/etc)

the change is not reflecting the dashboard and I need to re-pin the tile to the dashboard for the change to be reflected in the dashboard.

 

this is very annoying!

 

Is there any other solution to the problem.

 

Many thank.

 

Nir

1 ACCEPTED SOLUTION

Power Query has some great functions for handling dates. Add two fields to your date dimension:

 

// Power Query

CurrentMonthFlag =
Date.IsInCurrentMonth( [Date] )


YTDFlag =
Date.IsInYearToDate( [Date] )

These will be true or false, depending on where the date on that row falls. You can then filter your reports on CurrentMonthFlag = True and / or YTDFlag = True.

When your model refreshes overnight, these fields will be updated. Your filters need not change, because the underlying data has changed for you.

View solution in original post

7 REPLIES 7
Greg_Deckler
Super User
Super User

No fix, that is "By design". Dashboard tiles retain the filter context at the time of pinning.

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

thanks for your prompt reply! 

 

is there any workaround to solve the issue?

is not normal every month to re-pin all tile (for my opinion..)

Depends on the specific case, you might try having a calculated column called Current Month = MONTH(TODAY()) and use that as your filter, something along those lines.

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

thanks a lot.

maybe you can hekp me,

I have wonderful (:-)) report and dashboard that show data to our top managment,

every month we update the filter in the report to reflect current month and YTD - the filter depand on date of sale.

 

can I solve it smarter?

 

Many thanks!

 

I dont live in Ohio 🙂

Power Query has some great functions for handling dates. Add two fields to your date dimension:

 

// Power Query

CurrentMonthFlag =
Date.IsInCurrentMonth( [Date] )


YTDFlag =
Date.IsInYearToDate( [Date] )

These will be true or false, depending on where the date on that row falls. You can then filter your reports on CurrentMonthFlag = True and / or YTDFlag = True.

When your model refreshes overnight, these fields will be updated. Your filters need not change, because the underlying data has changed for you.

Greg, That's a genius trick nice one

 

W O W !

Its look great and I was able to implement it via - edit query in power bi desktop.

I will wait to next mont (5 days) to verity it work properly.

 

thank you a lot!!!!

 

Nir.

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