on 18 May 2017 19:35:34
This is a repost of my idea that was closed as completed, but the 'relative date slicer doesn't allow any of the described request hence my idea is not implemented....
The new date slicer is awesome, but it would be so nice if you could set a dynamic date selection instead of a static. With a static filter the user will always have to set the dates before the saved report makes sense - especially as the report gets older.
Dynamic options could be
YTD, QTD, MTD, WTD, Today, This Year, This Quarter, This Month, This Week and so on.
original idea: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/17004565-dynamic-date-slicer
Administrator on 16 Jun 2017 23:57:11
The relative date slicer (a Preview feature as of June '17) gets us close to this with the 'This Month' or 'This Year' settings. That is a dynamic date selection that updates based on the current system date. We plan to add a 'YTD'/'MTD' option to specifically select a range from the start of the month/year up to today, hopefully that'll address the remaining requirements!
- Comments (114)
RE: Dynamic Date Slicer (improve relative date slicer)
Currently we run Snapshots on our data and we need the ability to have the relative date slicer to default to the last date snapshot date that is available.
RE: Dynamic Date Slicer (improve relative date slicer)
Relative slicer which can only provide option for Future days, as of now it gives the functionality for Last and This as well as it gives the option to Select Days, Weeks etc.
But if it restricts to select only future days.
I already logged question for the same, if there is any solution to achieve this then please do reply. PFB the URL:
http://community.powerbi.com/t5/Desktop/Slicer-with-the-option-to-select-Next-Days-wrt-to-current-date/m-p/253744
RE: Dynamic Date Slicer (improve relative date slicer)
To do YTD. Use two relative time visual filters.
First one relative filters 'this year' (ex: jan-dec 2017). Then a second second filter that filters the relative previous 12 months (September 2016-September 2017). The intersection is YTD January 2017-September 2017.
RE: Dynamic Date Slicer (improve relative date slicer)
Would be great if the report consumer could have 1 date slicer that can switch between relative and the sliding date slicer in a live report...this would be more user friendly because it could be defaulted to relative for live data but if someone wanted to see a range of dates or specific dates we wouldn't have to add a second slicer and they wouldn't have to open up the relative date slicer with so much data they don't really need they could just flip back and forth.
RE: Dynamic Date Slicer (improve relative date slicer)
I think that there is also an important distinction between the actual date and the date that data was last updated in power BI that the current date filtering/slicing doesn't deal with.
What I mean by this is that sometimes one would want to filter date dynamically based on the last date available in the data... N.B. this is different to current date for anyone not privileged enough to have robust daily/quicker updates.
For example... one table of mine consists of historical stock level data where each product has a stock level for each 'as-at-date'. I am often away from the office for a few days at a time, and unfortunately due to server limitations I need to be on premises to update my data. In the mean time it is very useful to analyse based on what the latest info is. Doing this currently means that I will often need to go into my various reports to manually adjust the 'as-at-date' being used to be sure that I am using the latest data.
RE: Dynamic Date Slicer (improve relative date slicer)
While working thru this - is there a reason the date slicer does not include an option for a single day? There is a between option - and before and after options - but not an "On Date" option. This would be exceedingly helpful to my reporting at this moment.
RE: Dynamic Date Slicer (improve relative date slicer)
Would be very useful to have a relative date filter where it is Plus AND Minus a certain time period around todays date. Ie from 2 weeks ago to 2 weeks time.
RE: Dynamic Date Slicer (improve relative date slicer)
Would also be helpful to have a "from today until X Date" option to show remainder of the year/month/etc.
RE: Dynamic Date Slicer (improve relative date slicer)
We need YTD, QTD, MTD so from Jan 1 to today. We need these to also be flexible for fiscal dates that don't start on the 1st. This is a huge need.
RE: Dynamic Date Slicer (improve relative date slicer)
The time calculations should also include accounting calendars like 4-4-5 and not assume a calendar year calendar. It would seem that common accounting calendars should be set in the tool and we choose the one we need based on our accounting implementation. Having things built within the tool has a higher chance it will work efficiently as there are a lot of smart people who work on the project. We find our calculations that we created seem to work, but feel slow.