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weldonjustin
New Member

Date Filter to apply to two separate excel data sources

Hi there,

 

I'm sure there is a simple answer to this, I'm just not 'developer' inclined to work it out.

 

I have a dashboard that has visuals being sourced from multiple excel datasets. I need to filter the data according to date, and I don't know how to marry the Date Column from one data source to the Date Column of another, so that when I select a date range, all the visuals update accordingly (and correctly), regardless of where the data is housed.

 

Any ideas?

Many thanks

Justin

1 ACCEPTED SOLUTION
v-cgao-msft
Community Support
Community Support

Hi @weldonjustin ,

 

The dashboard cannot be sliced and filtered.

vcgaomsft_0-1662449823978.png

What is a dashboard

 

Please consider MahyarTF's suggestion. You need to recreate a report that connects to all data sources (you can put all excel files in one folder and connect this folder), create a common date dimension table and use date column slices from the date dimension table.

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

View solution in original post

4 REPLIES 4
v-cgao-msft
Community Support
Community Support

Hi @weldonjustin ,

 

The dashboard cannot be sliced and filtered.

vcgaomsft_0-1662449823978.png

What is a dashboard

 

Please consider MahyarTF's suggestion. You need to recreate a report that connects to all data sources (you can put all excel files in one folder and connect this folder), create a common date dimension table and use date column slices from the date dimension table.

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

MahyarTF
Memorable Member
Memorable Member

Hi,

Create the Date Dimension and link the particular table to that based on the Date column, then use date dimension to develop the slicer :

This is the link that you could get the date dimension :

https://radacad.com/all-in-one-script-to-create-calendar-table-or-date-dimension-using-dax-in-power-...

Mahyartf

Thank you for your response. I am going to research this and try implement it. From what I understand, you're saying that I should create a different datasource for the actual slicer/filter, and then create the relationship between that source and my excel spreadsheets?

@weldonjustin 

Yes, you are right, need to create the date dimension, make a proper relationship, then develop the slicer base on the New date Dimension

Thanks your Kudos

Mahyartf

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