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Hi,
I have a requirement where the latest month and year in the chiclet slicer should always be selected when the report opens up.
Currently I have set the property of the slicers as forced selection so that one value will always be selected by default when the report is opened. Screenshot of our current slicer is attached below.
Now if I select the current month and year in the slicer and save the report then I can achieve it but this is a temporary solution because when a new year or month data gets added in the source, It still selects those month & year for which the report was saved. It doesn't take the latest data as a default selection. So I would like to know if there is a way to set the latest month and year as a default value to the chiclet slicer and if yes would like to know the workarounds.
Please note, we dont have a separate date table to extract the data for the Year/month filter. We are directly using the CalendarYear and CalendarMonth column from the source data sheet for these filters. Below is the screenshot of the chiclet slicer and the sample data we are using for this.
Thanks in advance!!!
I was looking around for this as well and still seems like no solution.
However, the work around I plan to do is create a column that categorizes the month/year for today as "Current Month", and then lists all the month/years. Then see if I can select current month as the default and have it work.
Did you get any workaround for this?
Seconded!
Would be great if the user opened the report to see the current Year/Period data, rather than having to select each time.
@dsinha,
A workaround that I can think of is to create the following column in your table, drag the column to Page Level filter and set its value to 1.
checkdate = IF('Table'[Year]=YEAR(TODAY()) && 'Table'[Month]=MONTH(TODAY()),1,0)
Regards,
Lydia
Thanks for your reply Lydia.
But with the solution which you have provided ,we can only see one year/month in the filter which is the latest one.
But my requirement is only to select the latest year/month by default along with other years/months being displayed in the chiclet slicer.
@dsinha,
According to my knowledge, it is not possible to automatically show current year/month as you describe.
Regards,
Lydia
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