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manojsv16
Helper II
Helper II

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
v-yulgu-msft
Employee
Employee

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.

View solution in original post

6 REPLIES 6
v-yulgu-msft
Employee
Employee

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.

Hi Yuliana,

 

Thank you!!

Ashish_Mathur
Super User
Super User

Hi,

 

Try to use Relative date filters.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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!!

Sorry but i will not ba able to help.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi Ashish,

 

Thats fine. I appreciate your input.

 

I would wait others to help!!

 

Thank you!!

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