Тёмный

Default Current Month Slicer in Power BI - How to default to the current month 

Access Analytic
Подписаться 89 тыс.
Просмотров 21 тыс.
50% 1

⏬ Link to download the Calendar file ⏬
There's no built-in way to default the slicer selection to the current month. But 2 extra Power Query columns in your Calendar Table may solve the problem
00:00 Intro
00:20 See the end result
01:12 How to adjust the Power Query Calendar
02:59 Question: What do you mean by "Current"
04:20 Sort By
04:40 A couple of things to be aware of
Did you know I've written a book "Power BI for the Excel Analyst"?
pbi.guide/book/
Download the File containing the adjusted Calendar Table
aasolutions.sharepoint.com/:f...
Connect with me
wyn.bio.link/
accessanalytic.com.au/

Хобби

Опубликовано:

 

3 июл 2024

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 49   
@cloud9west
@cloud9west Год назад
Hi Wyn, thank you so much for sharing this. After going down the Power BI Internet Rabbit Hole, I was delighted to find your video (and your demo file, thank you!). It is a terrific video, explanation and information! Thank you, Tony A
@AccessAnalytic
@AccessAnalytic Год назад
Thanks for taking the time to let me know you found this useful Tony. Much appreciated
@IvanCortinas_ES
@IvanCortinas_ES Год назад
As always, the contents and videos referring to dates are very interesting. Thanks Wyn!
@AccessAnalytic
@AccessAnalytic Год назад
No worries Iván
@CompactCognition
@CompactCognition 11 месяцев назад
So simple yet so smart, and fit into a neat video, less than 6 minutes, bravo
@AccessAnalytic
@AccessAnalytic 11 месяцев назад
Thank you for taking the time to leave a kind comment
@CompactCognition
@CompactCognition 11 месяцев назад
@@AccessAnalytic 🤟
@zzota
@zzota Год назад
Brilliant. I didn't know I needed this until I saw it!
@AccessAnalytic
@AccessAnalytic Год назад
Cheers zzota
@ArgenisChaffardet
@ArgenisChaffardet Год назад
Just Awesome!!! I wanted to do this since always and I didn't know how. Thanks for sharing
@AccessAnalytic
@AccessAnalytic Год назад
You’re welcome Argenis
@emilymorrison4263
@emilymorrison4263 Год назад
Love this and such a great idea
@AccessAnalytic
@AccessAnalytic Год назад
Thanks Emily 😀
@GOE1988
@GOE1988 Год назад
Great video Wyn!
@AccessAnalytic
@AccessAnalytic Год назад
Cheers Gareth
@wayneedmondson1065
@wayneedmondson1065 Год назад
Interesting trick! Thanks for the tip. Thumbs up!!
@AccessAnalytic
@AccessAnalytic Год назад
Cheers Wayne
@mnowako
@mnowako Год назад
It’s cool indeed, thank you!
@AccessAnalytic
@AccessAnalytic Год назад
No worries
@Bhavik_Khatri
@Bhavik_Khatri Год назад
Another interesting video.
@AccessAnalytic
@AccessAnalytic Год назад
Thanks
@DookyButter
@DookyButter Год назад
Nice. I've always done the same thing except with DAX as a calculated column.
@AccessAnalytic
@AccessAnalytic Год назад
Thanks
@controloverreports
@controloverreports Год назад
Nice twist.
@AccessAnalytic
@AccessAnalytic Год назад
Cheers
@DavidStarr-fo7xh
@DavidStarr-fo7xh Год назад
really cool :)
@AccessAnalytic
@AccessAnalytic Год назад
Cheers David
@ebenasare8661
@ebenasare8661 Год назад
Would you do a video on how you set the conditional format and all formulas in power query please?
@AccessAnalytic
@AccessAnalytic Год назад
What sort of conditional formatting are you interested in? And my Power Query challenges etc cover many functions. I can’t really do one just listing all functions.
@hassan06ny
@hassan06ny Год назад
This is great. Please make a vidoe with more details
@AccessAnalytic
@AccessAnalytic Год назад
Thanks, what sort of details are you referring to. Thanks
@hassan06ny
@hassan06ny Год назад
Thanks for replying. I have few tables and the only unique identifier is the date. So I want to see all tables are filter when I pick today's date. How do I do that? I am a beginner level and your video is very helpful to learn. Once again Thank You!!!
@AccessAnalytic
@AccessAnalytic Год назад
I’d suggested you watch this video about date tables ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-LfKm3ATibpE.html
@mshanabar
@mshanabar Год назад
Current month with system time will not always work coz our dashboard will be updated only after couple days after month end.. need an option to set latest month available in fact table
@AccessAnalytic
@AccessAnalytic Год назад
You can get the latest month from fact table using List.Max of the relevant column in Power Query and use that rather than system time
@rajichan
@rajichan 11 месяцев назад
Could you explain how to calculate the months since current month column?
@AccessAnalytic
@AccessAnalytic 11 месяцев назад
Hi, I’d recommend downloading the file from the link in the description. Essentially it uses DateTime.LocalNow and compares that to the date in each row of the calendar
@AgulloBernat
@AgulloBernat Год назад
I use a similar approach, but order it where it belongs (always use month number)
@AgulloBernat
@AgulloBernat Год назад
You can also add previous month and so on
@AccessAnalytic
@AccessAnalytic Год назад
Yeah good one
@user-kb5yj8wf7y
@user-kb5yj8wf7y Год назад
Hi Wyn, A brilliant solution - thank for sharing. However, I have a slightly different need: I wanted to show only the last 12 complete months in the slicer and the slicer should default to the latest complete month. For example, as we are in Apr 2023 I want to have a list of Apr 2022 - Mar 2023 in the slicer and it defaults to Mar 2023. I also wanted users to be able to select any of the last 12 complete 12 months to filter across all the visuals/pages. When we are in May 2023, wanted to default everything to Apr 2023 and the list should be from May 2022 to Apr 2023. I'm relatively new to Power BI, I had posted this requirement on the Power BI community and I've been told that Power BI doesn't support it. Thank heaps for any advice?
@AccessAnalytic
@AccessAnalytic Год назад
Thanks very much. The slicer thing is tricky. The only thing I can think of is using the Filter Panel for the slicer to show Date in Last 12 months and a helper column in your Calendar Table to flag "complete months" which you also add into your Filter Panel for that slicer. Then Sync that Slicer with the other pages.
@user-kb5yj8wf7y
@user-kb5yj8wf7y Год назад
@@AccessAnalytic Thanks for the advice.
@cjerome8599
@cjerome8599 5 месяцев назад
Hi Wyn, How would I modify this calendar to start the week on Monday?
@AccessAnalytic
@AccessAnalytic 5 месяцев назад
Add Day.Monday to the day of week step learn.microsoft.com/en-us/powerquery-m/date-dayofweek
@cjerome8599
@cjerome8599 5 месяцев назад
Legend, thanks for the direction!@@AccessAnalytic
@AccessAnalytic
@AccessAnalytic 5 месяцев назад
You’re welcome
@jerrydellasala7643
@jerrydellasala7643 Год назад
Great video, but no data files?
@AccessAnalytic
@AccessAnalytic Год назад
Thanks, Link is in the description
Далее
Power BI Hidden Tricks and useful hacks
7:24
Просмотров 8 тыс.
Connect Excel with Power BI Dataflows (How & Why)
11:09
Implement Default Year or Month in Power BI
4:53
Просмотров 11 тыс.
How to SIMPLIFY DAX using Power Query
16:14
Просмотров 13 тыс.
Make an Interactive Excel Dashboard in 4 Simple Steps!
19:41
Tu valides ? Do you validate? 😀
0:13
Просмотров 16 млн
Small-sized tiller
0:15
Просмотров 25 млн