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 (525)
- Merged Idea (15)
RE: Default Selected Slicer or Tile-By Value Configuration
Hi,
We have a requirement in many of our dashboards to open the report with latest month. In most of the reports we use Year/Month or combined field of Year-Month as a slicer so that the user can select a year/month to see the data. Most of ours are monthly selection and when the report is opened by someone it should always show the latest month as default. May be sort by the most recent or use a measure which has max date and set it as default value in a slicer.
Ex slicer which is showing data in horizontal way
2022-10 2022-11 2022-12 2022-01 2022-02
If I open the report in Feb 2023, by default it should have 2022-02 as selected/highlighted
RE: Default Selected Slicer or Tile-By Value Configuration
Some thoughts on slicers:
- I'd like to see the ability to set a default on a slicer which could be based on a measure. For example, I have a dashboard which by default I always want to show the latest date in the data, but I also want to allow users to choose older dates to see the dashboard as it was on the older selected date. The dashboard however, should always start with the latest data.
- In a multi select slicer I'd like to be able to choose which options are selected by default, by either hardcoding in a list the options or by providing the list in a measure.
Ideally, I'd like to see an option to have slicers behave a bit more like parameters in SQL Server Reporting Services reports. Allow options to provide default value/s, and possible values.
RE: Default Selected Slicer or Tile-By Value Configuration
If it were always "last month" then yes, the relative date slicer would be the way to go. As my client said today, users aren't going to be able to figure out how to toggle the slicer out of relative data to a specific date
RE: Default Selected Slicer or Tile-By Value Configuration
To the Power BI Product Team, just checking if this is still planned for early this year? It's requiring a huge amount of manual report editing and saving each month to get the default slicers using the most appropriate value.
RE: Default Selected Slicer or Tile-By Value Configuration
I may have spoken too soon - I see that at least some of the filters do currently have the a 'Single Select' mode in the Slicer settings.
RE: Default Selected Slicer or Tile-By Value Configuration
This feature would greatly increase the usability of the BI dashboards for ongoing reporting. As is, many day-to-day reports show nonsensical data on loading due to the fact that selection cannot be restricted to a single date.
In my opinion, it would be better for the report author to be able to explicitly encode their intent rather than requiring each individual report user to learn how to work around such a limitation.
RE: Default Selected Slicer or Tile-By Value Configuration
My client's report updates every pay date with new data.
It is incredibly frustrating that I have to explain to them and my boss all the complications involved with the seemingly simple task of having a slicer default to the latest pay date upon refresh.
This is my 3RD CONSECUTIVE client with this request!
RE: Default Selected Slicer or Tile-By Value Configuration
This request has been outstanding for so long... How are small but very important features like this deprioritized? If they were prioritized, why can't a timeline be provided? This is precisely why I stopped using Tableau in favor of Power BI (old and much needed community requests being ignored in favor of checking the boxes for Gartner). It is hard to sell Power BI to new users and customers when it frequently fails to deliver on no-brainer features or requires hacky workarounds.
RE: Default Selected Slicer or Tile-By Value Configuration
So necessary for month on month reporting or forecasting - please allow us to set a default slicer setting for between slicers using a relative date.
E.g. when the user opens the report they can see a between slicer that is pre-configured to the next 12 calendar months, which updates each time they open the report assuming they haven't changed the slicer. Resetting to default should reinherit the relative date that was initially set by the author.
RE: Default Selected Slicer or Tile-By Value Configuration
Setting the values of the "Between" slicer dynamically (IE - Based on Measures), is very much needed. That's not to say that we are limiting the slicer to only these values, but rather setting the slicer to default to these selected values by default. Please please please, the workaround for this is horrendous