Dynamic bookmark by last date

[Galat198]

Hi,
Is this possible to create a dynamic bookmark with a display report by the last month or previous full last month?

I mean if today 04/01/2021 I want to display the report by 01/12/2020 up to 31/12/2020
Or If today 01/02/2021 display report by 01/01/2021 up to 31/01/2021

Is this possible to create this bookmark in Power BI desktop or in-service.... for the end-user?

[v-shex-msft]

HI @Galat198,

What type of last date did you mean? The latest date of your table records or the dynamic system DateTime?

If you mean the first scenario, you can add a calculated column with Dax expression to compare your table records and return tags based on the maximum date.
Then you can use this on the filter panel and create bookmarks to saving these filter effects. (this bookmark will change when your table records updated)

For the second situation, you only need to change the above steps 'maximum date' to the 'today' function to calculate the corresponding result based on the system date. This range will auto change based on the current system date.

Regards,

Xiaoxin Sheng

[6Rastaman9]

I have been searching for a solution to this as well. I am looking to dynamically have the bookmark update when new date rows are added so if user clicks on Clear All Bookmark - it does to the latest date (not the last date when I set the bookmark). Not including as a visual is not a working option. Thanks!

[gd30]

Were you able to find any solution or any workaround for this ? I am looking for the same thing. Thanks!

[amitchandak · Accepted solution]

@Galat198 , i think you can use relative date slicer and use last month option

https://docs.microsoft.com/en-us/power-bi/visuals/desktop-slicer-filter-date-range

Or can use last month measure with date table and time intelligence

examples

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
next month Sales = CALCULATE(SUM(Sales[Sales Amount]),nextmonth('Date'[Date]))
this month =MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))
last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value = CALCULATE(sum('Table'[total hours value]),previousmonth('Date'[Date]))

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA