How to make slicer default showing latest month as the selection when new data come in every month?

[ckwongak]

I have a dashboard which contains a slicer for user to select different month of data, the data will refreshed monthly. However, I don't know how to make the slicer automatically pointing to the latest month after each refresh, is this possible to do so in Power BI?

[MattAllington · Accepted solution]

What I normally do is add another column I'm the calendar table that mirrors a unique month column, eg mmm-yyyy.  Write a formula for the column (Power Query or DAX calc column, better in PQ, I think)) that returns "Current Month" for the active month and "mmm-yyyy" for the other months. Sort this on anothe unique month column such as mmm-yyyy or month end date. Once done, use this new column and set to "current month". Each month (during refresh), the actual current month changes but the slicer stays the same. 

[wynhopkins · Accepted solution]

I have a 5 minute "Current Month Slicer" video here that might be be of use https://youtu.be/5dN4SqufENE

[ckwongak]

But is it possible to show the Actual date in yyyy-mm-dd instead of "Currnet Date"/"Latest Date"?

[Ritaf1983 · Accepted solution]

Hi @ckwongak 
You can catch your selection with dax code :

selected period = "Selected period is " & min('Table'[Date]) & " - " & max('Table'[Date])
and to put it on a small card under the slicer:

If my answer was helpful please give me a Kudos and accept as a Solution.

[MattAllington]

You will need to compromise, somewhere. You could put the new column i described in the filters pane and a card showing the actual date. I cannot think of a way to have a slicer showing the actual date AND allowing the user to select a different date. 

[wynhopkins · Accepted solution]

I have a 5 minute "Current Month Slicer" video here that might be be of use https://youtu.be/5dN4SqufENE

[Ritaf1983]

Hi @ckwongak ,
Assuming I understand your needs correctly, the following tutorial may help:
https://www.youtube.com/watch?v=JlVHsZUk1nc

If my answer was helpful please give me a Kudos and accept as a Solution.

[MattAllington · Accepted solution]

What I normally do is add another column I'm the calendar table that mirrors a unique month column, eg mmm-yyyy.  Write a formula for the column (Power Query or DAX calc column, better in PQ, I think)) that returns "Current Month" for the active month and "mmm-yyyy" for the other months. Sort this on anothe unique month column such as mmm-yyyy or month end date. Once done, use this new column and set to "current month". Each month (during refresh), the actual current month changes but the slicer stays the same.