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Custom date slicer

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(@marksl)
Posts: 9
Active Member
Topic starter
 

Hi, 

I want to create a simple slicer which includes custom date options, allowing my user to view Sales over their selected period, such as:

r1vmt3u.png 

I know I can use a Relative Date Slicer, to give my users a lot of options, but it is a bit too busy and doesn't offer the specific options that we only want. 

To create the above list, I have simply created a basic table called DateOptions and pointed a Slicer to it.  Is there a way using DAX (or any other method!), to check on the selected value and then restrict my Sales dataset based on the selected item?  So something like:

If SelectedDateOption= "Today", then filter SalesDate = TODAY()
If SelectedDateOption= "Yesterday", then filter SalesDate = TODAY()-1
If SelectedDateOption= "This Month", then filter SalesDate = MONTH(TODAY())

I have seen examples, where you can sum up a value based on a selected slicer option, but I want to filter my entire dataset, so that all visuals and reports etc respond to the chosen item.

I am sure I have seen this done, hopefully someone here knows how! 

Cheers

Mark 
 
Posted : 19/04/2018 10:48 am
(@mynda)
Posts: 4761
Member Admin
 

Hi Mark,

Great question. Chris Web has a post on this here; https://blog.crossjoin.co.uk/2016/05/30/creating-current-day-week-month-and-year-reports-in-power-bi-using-bidirectional-cross-filtering-and-m/

Mynda

 
Posted : 19/04/2018 10:00 pm
(@marksl)
Posts: 9
Active Member
Topic starter
 

Hi Mynda,

Excellent - thank you for the link!  I had been struggling with this for a few days and much Googling and a post on the Power BI forums hadn't yielded the solution, despite a few replies.  

I haven't gone with the M code approach to dynamically populate my CustomDate table via the function call as I am just not familiar with it.  Instead I have created a small table in SQL which will be part of my data model.

Anyway, really pleased to get this working, I was sure it was possible and in hindsight the solution was really quite simple!

Cheers

Mark

 
Posted : 20/04/2018 7:01 am
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