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
Being able to set a Date Slicer to "most recent date" would be a game changer. Honestly it should have been a "day one" kind of thing. Please implement this!
RE: Default Selected Slicer or Tile-By Value Configuration
In case this helps anyone else, we use a calendar table and created columns the evaluates the current date (in Power Query) and returns a month-year string for every value except "Prior Month", "Current Month" and "Next Month" - then we use the "StartOfMonth" column from the same calendar table to define the custom sort on this new "Relative Month" field with (usually) the "Prior Month" option saved as a single selection. We apply a descending sort on the slicer so the relative options are always on the top (usually a page filter on calendar is applied with "in the last" x "months" or x "calendar months." so we don't typically see future dates). The end user can then change their selection at will but the default will always be relative to current date. This same logic could be applied to additional relative columns for day, week, quarter, year... etc as needed - just make sure these get a custom sort column if you intend the end user to be able to change the selection.
RE: Default Selected Slicer or Tile-By Value Configuration
We hired outside consultants to write an add on program for us to achieve this. It is specifically a custom date slicer that defaults to YTD most recent month.
RE: Default Selected Slicer or Tile-By Value Configuration
For process data people always want to see the most recent data (yesterday or today) by default but also be able to choose a different date. This feature has been requested for years now, and still in the backlog? I have seen many attempts in this idea list that basically ask for the same, maybe you should add all the requests from those similar ideas together to see how big this demand is. Here is another vote to add this feature of selecting a default relative date/most recent date in dateslicers of the data by default.
RE: Default Selected Slicer or Tile-By Value Configuration
I've scoured the internet looking for a solution, and found a lot of people with the same issue. It seems so obvious, when designing a reporting tool, that you would include the option to set default dates for your slicers. How exactly did this get over-looked?
Every day people are using Power BI to make critical business decisions, and every day thousands of people make the wrong decisions because they forgot to change the slicer date.... because there's no way to change the default slicer date.
Sure... there's relative date filtering, which can be set to show "today's" data... but what if the data doesn't update every day?.... Now we have blank data on our reports.
Please.... please... please fix this basic request. Just add an option to have the slicer default to the most current date... it's not complicated.
RE: Default Selected Slicer or Tile-By Value Configuration
Sometimes its convinient to initalize single selection dropdown slicer with default value based on current dataset or current time. For examle, one may have a slicer setup to track year (..., 2018, 2019, 2020) and it is desired to have a selection in this filter on current year (from DAX NOW() function) upon report open.
RE: Default Selected Slicer or Tile-By Value Configuration
Want to display Default value in Slicer for example We have a column with YYYYMM format and we want to display the default value as per the Sysdate so for this month the value should be displayed as 201907 , so when user executes the report in PBI service he should see this month as default and should also have the liability to filter on previous months.