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mariyahd
Frequent Visitor

dynamic date filter

I would imagine this is easy question but I'm new to Power BI and I'm struggling with it. If it has been answered please point me to the answer as I haven't found it yet.

 

I'm trying to create a dashboard that shows customer service interaction (complaints, phone calls, etc) for a particular time period selected by user. That was easy enough by placing a slicer/filter. However, my user needs to be able to compare it to the previous period (i.e. percent change callculated field) either with referencing the same number of days previous to what the user entered or having the user enter two time periods. How do I do that?

1 ACCEPTED SOLUTION

@mariyahd ,

Refer my blog date range vs date range comparison

https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
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5 REPLIES 5
Icey
Community Support
Community Support

Hi @mariyahd ,

 

I am curious if you have solved this problem.

 

If it is solved, can you share your solution with us? Or accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

 

If not, please let us know.

 

 

Best Regards,

Icey

amitchandak
Super User
Super User

@mariyahd , You have to use time intelligence with date table

 

example

This Day = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Date]=max('Date'[Date])))
Last Day = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Date]=max('Date'[Date])-1))
Last Day = CALCULATE(sum('order'[Qty]), previousday('Date'[Date]))

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
this month =MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))

 

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
Power BI — Week on Week and WTD
https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-La...
Day Intelligence - Last day, last non continous day
https://medium.com/@amitchandak.1978/power-bi-day-intelligence-questions-time-intelligence-5-5-5c324...

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

@amitchandak Thank you for your answer. However, I need for the user to be able to select the time period (date from, date to) that filters those calculated fields, much like a parameter. Do you know how to do that?

@mariyahd ,

Refer my blog date range vs date range comparison

https://community.powerbi.com/t5/Community-Blog/Comparing-Data-Across-Date-Ranges/ba-p/823601



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

@amitchandak That looks like just what I'm looking for. I will give it a try and let you know if I have any more questions.

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