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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!!!
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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!:
Mastering Power BI 2nd Edition

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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