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 (526)
- Merged Idea (15)
RE: Default Selected Slicer or Tile-By Value Configuration
The problem I've encountered is with having different clients using our reports. if the slicer has a value or (Blank) selected then the report doesn't work for most clients. It would be great for the slicer to select by default the first available option alphabetically (or however the data is sorted)
RE: Default Selected Slicer or Tile-By Value Configuration
The main issue for me that the Administrator proposed solutions don't address for many of my report cases is that while the dataset for a report might refresh daily, the report itself might only be edited every few months or less. If I have a report that shows data summarized by hour, for example, and allow the user to select a day to view that hourly data, the slicer will be set to whatever date it was at when I last saved the report. A year later, that data might not even be in the report as I might only allow browsing the last 3 month's data. I can't use the Relative Date slicer because it does not offer any ability for the user to view a single day from 3 weeks ago, or even a single day from 2 days ago (or, more commonly, Friday's data after returning form the weekend on Monday). The data may be meaningless if they use "Last 3 Days" to view Friday's data because then each hour's data will be aggregated with Saturday's and Sunday's data.
Using two date slicers - last 3 Months relative and a normal list or dropdown - doesn't solve the problem either as the normal dropdown slicer could still by default select a date outside the three month period of the relative slicer, resulting in an empty set, and now the user has two slicers to manage just to get the same data they can get with one. Being able to use a normal date slicer that simply defaults to yesterday or the previous weekday would be ideal so that it is always fresh regardless of how long ago the report was modified.
RE: Default Selected Slicer or Tile-By Value Configuration
7 years after the idea was first posted, soon 1,5 year after it's been changed to "Under review" we have no news on this.
We should have something working as SSRS does, with default values (start & end date for example) which can be changed. This idea should never have existed in the first place, as it's an obivous feature to implement.
RE: Default Selected Slicer or Tile-By Value Configuration
First I agree that this should be out of the box.
But there is a custom visual that allows you to do this.
https://appsource.microsoft.com/en-us/product/power-bi-visuals/insiderscoop1611244107840.powerbi_customviz_preselected-slicer?src=office
RE: Default Selected Slicer or Tile-By Value Configuration
One way this could be implemented is by adding a "Default" option in the slicer detail pane. Then allow either a relative date or dax formula to specify the starting date range desired.
RE: Default Selected Slicer or Tile-By Value Configuration
As many users have commented, being able to set the default value for filters dynamically would be great. For example, date formats could let you set "greater than 12 months ago" and "less than 11 months ago". Or number formats could filter by "greater than" and "less than". Text formats could do the normal "starts with" or "contains". Etc.. This helps to define filters to be updated automatically as time passes and more data enters into the dataset that can't be identified/named during the development of the model.
RE: Default Selected Slicer or Tile-By Value Configuration
Hello! This would be a great idea! But I'd like PBI to set the default date range for payroll. So based on today's date, I would like to set the end date to the previous Saturday, and the begin date to 7 or 14 or N days before the end date.
RE: Default Selected Slicer or Tile-By Value Configuration
Aswell as a user being able to set a default it would be great if the developer could set these defaults in the model.
Imagine a company that provides reports to all of it outlets, where each outlet can only view its own relatable data (lets say sales). It would be beneficial for the developer to be able to set this in the model based on a users RLS profile. This kind of behaviour was available out of the box with SSRS and is a major step back for PBI in my opinion.
RE: Default Selected Slicer or Tile-By Value Configuration
I have had two recent customer scenarios in which this feature would have invaluable:
- Customer had a daily report with a relative date slicer limited to last 30 days, but wanted the latest date to be selected by default - this is quite a common use case in my opinion.
- Customer had a report and wanted to have the flexibility to view sales data over any date range within the last 12 months, but wanted the default range to be the last 30 days. This could only be achieved with the use of two date slicers on the report - one being a relative date slicer covering the last 30 days and second being a slider with a date range covering the last year. Users have to clear the selection in the first slicer if they want to view sales over the wider date range in the second slicer.
RE: Default Selected Slicer or Tile-By Value Configuration
Not sure if anyone brought it up yet. But would be great if Slicer has the option to choose newest date. This is because if you have dataset that is updated daily, it would be great if the slicer automatically choose the newest date every time its updated.