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Epic idea: Apply filter selections automatically

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Miguel Myers on 08 Oct 2024 05:00:00

Imagine a world where report creators can automatically apply slicer and filter selections based on specific logic, revolutionizing data analysis and user experience. This innovative approach eliminates any need for complex workarounds, optimizes slicer functionality, and paves the way for more efficient and effective data reporting.

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Joanna on 05 Jul 2020 23:58:56

RE: Epic idea: Apply filter selections automatically

I would need to be able to default the slicer to a certain period, for example the prior period. I still need to have an option to select other periods as needed. The reason is that the previous period is needed 95% of the time, but the remaining 5% of the time they the user would look at other periods.

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Amine Bouhouche on 05 Jul 2020 23:58:47

RE: Epic idea: Apply filter selections automatically

This is a very important request

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Helena Sjöberg on 05 Jul 2020 23:58:41

RE: Epic idea: Apply filter selections automatically

I would need a default for last month or quarter but without using the relative date filter.

The reason is that the users need to be able to select a specific quarter years back while still allowing the report to always display the current quarter. While a relative date slicer solves the later it means that we need to add another date slicers that the users need to uncheck revert time they want to go back to say Q2 2017.

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Jill Nabonsal on 05 Jul 2020 23:58:22

RE: Epic idea: Apply filter selections automatically

This is critical.

The only workaround for now is to change the slicer value each day/week/month/year, save and republish. In a controlled production environment requiring a Change Request to promote production changes - too much operational overhead. Must address.

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Power BI User on 05 Jul 2020 23:58:21

RE: Epic idea: Apply filter selections automatically

This is a critical update in my opinion.

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Andres Martinez on 05 Jul 2020 23:58:21

RE: Epic idea: Apply filter selections automatically

Many customers are asking about Synchronizable Calendar Slicers where you can default to yesterday's day for example. And have a Calendar Widget to choose 'ONE' day only, instead of a pair of dates.

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Andres Martinez on 05 Jul 2020 23:58:20

RE: Epic idea: Apply filter selections automatically

Another request is to be able to pass a date parameter to the Sync Calendar control and determine current value for the date(s)

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Tony Taylor on 05 Jul 2020 23:58:09

RE: Epic idea: Apply filter selections automatically

Could we get a new format category (General/Selection controls/ DEFAULT VALUE / .) on slicers, which allows for a value/formula/based on another field. to define the default. Eg. default value = value in this field (CurrentFY = "FY2019/20"); if default value field doesn't match a value in the slicer list, no valid default.

Relative date slicers don't work for financial years when they differ from the calendar year. We flag the Current Day/Week/Month/Financial Year time period with a column (physical/calculated/measure doesn't matter), and have a slicer be able to default to that value based on that "Current (time period)" field. The user may want to select another non-default item from the slicer, but it should default to the specified value when opened/reset.

A filtered slicer doesn't help here, because it will limit the slicer selection to only the Current (time period).

The only workaround for now is to change the slicer value each day/week/month/year, save and republish. In a controlled production environment requiring a Change Request to promote production changes, this is not feasible for such small, regular changes.

Similarly this would help the default currency people, where there could be a different default for each region or even user, based on another column/measure/formula. Remember, we're just trying to make users' lives easier.

Thanks for all your hard work on this product. It IS appreciated.

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Penny Hannaford on 05 Jul 2020 23:58:09

RE: Epic idea: Apply filter selections automatically

Being New to power BI, I am finding a number of things really difficult in comparison with Reporting Services. The Defaulting an entry from a list is one of the features that I am really missing, as we used to use it heavily for automation. Please add this as a feature Thanks

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Szymon on 05 Jul 2020 23:58:00

RE: Epic idea: Apply filter selections automatically

Hi Guys,

Do you have plans to develop it?
It would be really appreciated as now we have to change the slicer each time.
The report was saved with "!" one, bus with row level security do not allow some users to see "1" - they should see only "2". When this option is implemented we can indicate with DAX what should be the one selected by default.

Thanks,
Regards,
Szymon

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