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manojsv16 Regular Visitor
Regular Visitor

How can i set the filter in report default to previous month

 

Hello Team,

 

I am working on to create a report and have a requirment to filter the data defaulted to previous month. I am using the date slicer displayed as between. Whenever i open the report for first time, my data has to filter with date defaulted previous month. I would appreciate any suggestion/help in acheiving this. 

 

Example

PBIX file has the following. When i open the report all visuals will show the data for previous month date. Once i select the date range, visual has to show the data for the date range

Slicer

1. Date ( Using between)

Visuals

1. Card

2. Bar Chart

3. Table

 

Please let me know if you need any further information from my end

 

Thank you!!

1 ACCEPTED SOLUTION

Accepted Solutions
v-yulgu-msft Super Contributor
Super Contributor

Re: How can i set the filter in report default to previous month

Hi @manojsv16,

 

Currently, it is not supported to set default selection for a slicer. The slicer can keep the selections that you made last time you view the report, when you open it next time, it shows the same selections. In your scenario, you should change the slicer type to relative, like below.

1.PNG

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
6 REPLIES 6
Super User
Super User

Re: How can i set the filter in report default to previous month

Hi,

 

Try to use Relative date filters.

manojsv16 Regular Visitor
Regular Visitor

Re: How can i set the filter in report default to previous month

Hi Ashish,

 

Thanks a lot for the response!!

 

I tried using relative date filter and it is working when we open the report for first time. But, I am not able to change the range of the date after open the report. Can you please let me know whether we can acheive in any way

 

Thank you!!

Super User
Super User

Re: How can i set the filter in report default to previous month

Sorry but i will not ba able to help.

manojsv16 Regular Visitor
Regular Visitor

Re: How can i set the filter in report default to previous month

Hi Ashish,

 

Thats fine. I appreciate your input.

 

I would wait others to help!!

 

Thank you!!

v-yulgu-msft Super Contributor
Super Contributor

Re: How can i set the filter in report default to previous month

Hi @manojsv16,

 

Currently, it is not supported to set default selection for a slicer. The slicer can keep the selections that you made last time you view the report, when you open it next time, it shows the same selections. In your scenario, you should change the slicer type to relative, like below.

1.PNG

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
manojsv16 Regular Visitor
Regular Visitor

Re: How can i set the filter in report default to previous month

Hi Yuliana,

 

Thank you!!

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