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Anonymous
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Dashboard tiles auto refresh

Good evening, I would appreciate advice on best practice for creating dashboard tiles that refresh when the underlying dataset is refreshed.

I need to create tiles for current month and previous month which automatically roll over every new month.

Many thanks

Karen

1 ACCEPTED SOLUTION

It is often easier to do those same steps in the Query Editor using the GUI.

Also remember that all the Power BI Servers have their date and time set to UTC, so using TODAY() could result in different dates depending on where you are in the world.




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3 REPLIES 3
GilbertQ
Super User
Super User

Hi there

You could use my blog post below.
The way you solve it, is that you filter your dashboard tile where it = "Current Month" or "Previous Month"
The underlying data will move with the months, which will in turn update your dashboard tiles. But you will not need to update them every month.

https://www.fourmoo.com/2017/02/15/power-bi-getting-your-report-to-always-filter-this-months-data-dy...




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Anonymous
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Thank you Gilbert!  I have tried something similar but more basic in DAX by adding a column to the date table:

Current Month = SWITCH(TRUE(),
'Date Table'[MonthOfYear] = MONTH(TODAY()) && 'Date Table'[Year] = YEAR(TODAY()) , "Current Month"
)
 
What would you say are the advantages of doing it your way in the query editor?

It is often easier to do those same steps in the Query Editor using the GUI.

Also remember that all the Power BI Servers have their date and time set to UTC, so using TODAY() could result in different dates depending on where you are in the world.




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!







Power BI Blog

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