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szenatti
New Member

Default value in Report Filter Panel

Hi All,

 

I have a requirement to set default values in a Country filter and also set Current Month as default.

 

How can I do it in PowerBI?

 

Thanks,

 

Sergio 

1 ACCEPTED SOLUTION
v-qiuyu-msft
Community Support
Community Support

Hi @szenatti,

 

Currently, we are not able to set Report level filter based on current month directly, as DAX is not available in Report Level filter panel. To workaround the issue, we can create a calculated column via expression below:

 

Column = IF(MONTH(Table1[Date])=MONTH(NOW()) && YEAR(Table1[Date])=YEAR(NOW()),"current month","")

 

Then drag this column field to Report Level filter panel, check "current month" as default. You can also drag the Country field to Report Level Filter, then check a prefer value as default.

 

q2.PNG

 

The way is similar to the method in this article: Finding the Latest Date in Power BI Desktop.

 

If you have any question, please feel free to ask.

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
v-qiuyu-msft
Community Support
Community Support

Hi @szenatti,

 

Currently, we are not able to set Report level filter based on current month directly, as DAX is not available in Report Level filter panel. To workaround the issue, we can create a calculated column via expression below:

 

Column = IF(MONTH(Table1[Date])=MONTH(NOW()) && YEAR(Table1[Date])=YEAR(NOW()),"current month","")

 

Then drag this column field to Report Level filter panel, check "current month" as default. You can also drag the Country field to Report Level Filter, then check a prefer value as default.

 

q2.PNG

 

The way is similar to the method in this article: Finding the Latest Date in Power BI Desktop.

 

If you have any question, please feel free to ask.

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

@v-qiuyu-msft

It works fine, but what if user wants to see the data of previous month ? I mean after publishging  the dashboard how user can remove this filter if It is a page level filter?

Since this column is a conditional formating, just replace the "else" condition for the month for the date field:

 

Column = IF(MONTH(Table1[Date])=MONTH(NOW()) && YEAR(Table1[Date])=YEAR(NOW()),"current month",MONTH(Table1[Date]))

ankitpatira
Community Champion
Community Champion

@szenatti if you want filter to be dynamically updated each month then you can't do that for filters but can for slicers. Check out this post on how to do it using slicers.

 

Manual approach will be to set filter for your users and save report. When you share your user will have filter applied saved report. Obviously that means you have to manually change filter each month.

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