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New Member

How can I automatically set the filter of dashboards to "Current Year" as they load for users?

Hello,

 

My team needs to develop dashboards for our sales organization that automatically show metrics of our current year as the dashboards load for the end users. We don't want users to have to set the filters each time. Instead, the dashboards should automatically filter to the current year.

 

How can we achieve this?

1 ACCEPTED SOLUTION

Accepted Solutions
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Resident Rockstar
Resident Rockstar

Re: How can I automatically set the filter of dashboards to "Current Year" as they load fo

Hi @TechnicalTim,

 

You also could use relative date filtering of  Page level filter or report level filter.

 

relative date filtering.PNG

 

If you have solved your problem, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

 

Best Regards,

Cherry

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

View solution in original post

4 REPLIES 4
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Resolver I
Resolver I

Re: How can I automatically set the filter of dashboards to "Current Year" as they load fo

You could create a calculated column like the below:

 

CurrentYear =
IF (
    YEAR ( DateModel[Date] ) = YEAR (
            TODAY ()
        ),
    "Current Year",
    FORMAT (
        DateModel[Date],
        "yyyy"
    )
)

 

NB: If you already have "Year" in your date model then use this instead of ' YEAR ( DateModel[Date] ) '

Then set the filter to Current Year and this would automically change when a new year kicks in

 

Highlighted
Solution Sage
Solution Sage

Re: How can I automatically set the filter of dashboards to "Current Year" as they load fo

hi @TechnicalTim

 

there are several ways you could go about this. One of them could be creating a calculated column in your Date dimension table, showing 0 for dates not in current year and 1 for dates in current year, then set a Page Level (or Report Level ) filter for this column equal to 1

 


 


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


Proud to be a Datanaut!  

Highlighted
Resolver I
Resolver I

Re: How can I automatically set the filter of dashboards to "Current Year" as they load fo

Hi,

 

Can you use the relative date filter on your date table? Click on the top right marker and change to relative when you have the Slicer visual selected. 

Skärmklipp.JPG
Best regards

Highlighted
Resident Rockstar
Resident Rockstar

Re: How can I automatically set the filter of dashboards to "Current Year" as they load fo

Hi @TechnicalTim,

 

You also could use relative date filtering of  Page level filter or report level filter.

 

relative date filtering.PNG

 

If you have solved your problem, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

 

Best Regards,

Cherry

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

View solution in original post

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