Jacek Power BI User on 03 Mar 2015 07:53:52
Allow a user to set the default value for a slicer or tile-by value on a page/dashboard, so that when the Power View page is opened for the first time, the default value is selected.
eg. If the page has a slicer for Year or Month, allow the user to configure the most recent Year or Month to be selected by default.
Administrator on 20 Oct 2022 22:52:37
Update 10/20/2022 - Update from Mo - we are working on this in the new year
Thanks for everyone's votes and comments. This is a feature on our backlog; however we cannot share a timeline at the moment.
It looks like many of the requests will be addressed by the new 'Sticky filters' capability. Now when you log out of Power BI and come back to a report, the same items will be selected as when you left. For those who're looking to have a 'last month' selection, the relative date slicer might help. Those with comments about currencies where having multiple selected makes the report meaningless - the report will load with whatever selection the author saved, so if you save it with one currency selected your users will see that by default. If there are scenarios that these features don't address, please let us know in your comments - if you are really specific it'll help us build the feature to work just the way you want! Thanks again!
- Comments (535)
- Merged Idea (15)
RE: Default Selected Slicer or Tile-By Value Configuration
I need the ability to default a slicer value based on a query. For example, my data has accounting balances from multiple periods. I always want data from the most current open period to be shown by default. My accounting periods are called JAN-20, FEB-20, MAR-20 and so forth. I can't use a relative date slicer because the period names are not dates.
I can write a query to check the status of all periods to determine if they are open or closed. I can then write a query to determine which open period is the most current. This result needs to be passed to the slicer as the period name.
RE: Default Selected Slicer or Tile-By Value Configuration
Any update on this? Pleeeeeease!!!!
RE: Default Selected Slicer or Tile-By Value Configuration
Hi Admin,
The sticky filters does not do the trick. For example, I would like a slicer to always select the most current month when a user opens the report, or at least when it refreshes.
Say today is July 31, 2020. July 2020 would be the slicer selection.
But on August 1, 2020, the slicer should be set to August 2020.
The Sticky slicer will keep it at July 2020 though and there is no way to set it to August unless manually select it in the desktop and re-publish every month.
RE: Default Selected Slicer or Tile-By Value Configuration
I share the need in many of the use-cases in the comments below. One of my recent scenarios involved defaulting a report to "my" rows (based on Power BI logon credentials) while allowing users to look at any other user's data as well. Row-level security allows me to restrict to my rows, but not easily look beyond that. I would like a slicer than has the ability to add a default based on a DAX expression against a user table (which I build, maintain and load) and filter an email column in that table by USERPRINCIPALNAME for the logged on user. Again, this is simply a default. Users should be able to select any row from the user table in the slicer besides the default value referring to themselves.
RE: Default Selected Slicer or Tile-By Value Configuration
The default value for slicers must be formula/expression based. Please no workaround.
RE: Default Selected Slicer or Tile-By Value Configuration
We use the SSAS multidimensional "default member" concept heavily in our legacy enterprise BI system. Not having a dynamic method for setting a default filter/slicer is a major pain point in moving to Power BI as not all of our users have the same level of expertise in navigating BI reports. Would love to see something in a shared dataset that could be consumed by other Power BI users and Excel users.
RE: Default Selected Slicer or Tile-By Value Configuration
It is a must have feature in my reports user wanted to see data for 6 months default when no date range slicer is selected but when range is selected it should show data that comes under given range Please add this feature.
RE: Default Selected Slicer or Tile-By Value Configuration
We have cases where reports need to be filtered by default to a certain value for a field with ability for a user to switch to another if required. That default value can change each month or randomly. The value we want to filter is flagged in a config table.
Without an ability to set default filter logic say via a measure or some other means, we don't have any way to address this.
Please add this feature.
RE: Default Selected Slicer or Tile-By Value Configuration
I teach all my users (not techsavy at all) to return to default settings after opening the report, because they forget what they have filtered (and get confused).
How nice would it be if at least my year and month would return to the current month setting (instead of the hardcoded current year and January because I don't want to republish every month).
RE: Default Selected Slicer or Tile-By Value Configuration
Setting default values for slicers is a nightmare in Power BI. This is probably the biggest miss in the tool.