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 (115)
RE: Dynamic Date Slicer (improve relative date slicer)
Any word when this is coming? Would be great to be able to set the default dates in a "between" date slicer with dax but allow them to be edited by the report viewer.
RE: Dynamic Date Slicer (improve relative date slicer)
This should allow for non-standard periods, as business may choose to use their own business week, say Friday to Thursday, or or a custom 28-day period with the occasional 35-day period as a true-up. There should also be a filter option to remove all future date values, or all past date values, from the slicer and put highest (or lowest) time period at the top of the list, as the default view. One would be useful for historical data visuals and the other for projected data visuals.
RE: Dynamic Date Slicer (improve relative date slicer)
How about implementing YTD, ATD as per country wise Financial Year. using totalytd doesnt make sense in India as the FY starts from April.
RE: Dynamic Date Slicer (improve relative date slicer)
A workaround I use is to generate a date range table that provides all of the necessary range of dates that is relative to today using day, week, month and year offsets in my date dimension. This is very customizable and solves the need for our team.
RE: Dynamic Date Slicer (improve relative date slicer)
I would like to be able to auto-refresh the slicer day based on the last modified date.Example: Weekly reports --> data last refreshed/ last modified on 04/ 04 --> Our calendar is Sat - Fri. But the report date slicer needs to auto-refresh to read: Data range start [3/26/2022] - [4/1/2022]Also, it would be nice to have pre, mid, and post options. Like the cards do. Or at least add a dash option for the middle.Issue: currently using a text box to add these items. When the date is longer or shorter than the last everything shifts and runs into the text box. Example: pre = Date Range, mid = ( - ), and a post = WeeklyResaults: Date Range: [3/26/2022] - [4/1/2022] weekly
RE: Dynamic Date Slicer (improve relative date slicer)
Definitely need the quarterly expansion on this, and for the 'is in the next/last' - 'x' 'quarters' to include a tickbox to include the current quarter.
RE: Dynamic Date Slicer (improve relative date slicer)
Add Custom option as well. If user needs does not fulfil with the defined relative option
RE: Dynamic Date Slicer (improve relative date slicer)
This is a much needed filter to prevent the need to have to incorporate over complicated DAX to handle this basic capability. Dynamic comparative periods would be a great addition (see Google Analytics as to how straightforward this can be).
RE: Dynamic Date Slicer (improve relative date slicer)
Also an AND functionality would be great: Show the last 3 AND 2 years (relative).
RE: Dynamic Date Slicer (improve relative date slicer)
For my current project, I am asked to split a calendar year into two parts in order to create a Fiscal Year Report. The FYE date changes from one client account to the next. Split #0 covers the period from 1 January 2020 to the FYE20 date, while Split #1 covers the period from the FYE20 date to 31 December 2020, and Split #2 covers the period from 1 January 2021 to the FYE21 date. Then Split #2 would be appended to Split #1 for the actual report. I have set the default FYE dates to 31 December. How would I use an FYE column or measure to dynamically set the slicer?