How to populate default Month/Quarter in Power BI Slicer

[naankire]

Hi Team,

Right now we are using OBIEE as our reporting tool and based on Business requirement we are planning to migrate all OBIEE reports in Power BI. while migrating we are facing one issue when compared with OBIEE report. in OBIEE we have a filter/Slicer which will populate current Fiscal Month/Current Fiscal Quarter based on Current Date  and based on this filter value report will display the data for that month/quarter on load of page. Latest user can change the value of filter  for previous months if want see the data for those months. 

I couldn't find the same thing in Power BI slicer. Could you please provide the solution or inputs to over come this issue to populate the default values in the slicer.

Thanks,

Narayana A

[v-frfei-msft]

Hi @naankire ,

We can create a calculated column to work around.

Column = 
VAR thismnonth =
    FORMAT ( TODAY (), "mmmyyyy" )
RETURN
    IF (
        FORMAT ( 'CALENDAR'[Date], "mmmyyyy" ) = thismnonth,
        "this month",
        "" & 'CALENDAR'[Date]
    )

BTW, there is an idea about that, you can vote it up to make this feature comming soon.

[naankire]

Hi Team,

Thanks for the update and please find the below details for my requirement.

we have date dimention with columns Calender Date, Fiscal Month start Date,  Fiscal Month EndDate,  Fiscal Month Name, Fiscal Quarter start Date,  Fiscal Quarter EndDate,  Fiscal Quarter Name, and so on.

for Our organization the Fiscal year will start in Jul 4th week and every month of 4th week fiscal month will change.

based on that our report filter/Slicer should be default populated with Current Fiscal Month and Current Fiscal Quarter on load of page.

Could you please suggest how to use the below formula to get the current  Fiscal Month Name and Curent Fiscal Quarter.

Column = VAR thismnonth = FORMAT ( TODAY (), "mmmyyyy" )RETURN
IF (FORMAT ( 'CALENDAR'[Date], "mmmyyyy" ) = thismnonth, "this month", "" & 'CALENDAR'[Date] )

In OBIEE we are using the below process.

The out put of below query will give Month Name and Quarter Name based on Sysdate. These output  values are assigned to a variable and we will use these variable in OBIEE filter in default option.

query : select Month_name, QUARTER_NAME from Date_dimension D where D.calendar_date=trunc(sysdate)

when we execute the report, Query will be executed and the output values will be assigned to Variables and The report will be displayed the Current Fiscal Month and Current Fiscal Quarter.

Kindly suggest is there any way to do like this to over come this issue.

Thanks,

Narayana A