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Date Slicer Filtered View

Hello all,
I am hopefully this will be an easy fix and I am over looking something simple.

History
I have 12+ reports that are referencing Point of Sales information accessed by folks. The item I am struggling with is the date slicer I am using. The date range of data I am using starts in early 2019 and will continue to grow into the future, ultimately making the date slicer grow larger. All my date slicers are using a date table and the model is functioning correctly.

About a year ago I had a report that I enabled a relative date filter to show only the last 30 days including today. This was a great feature that made the user experience easier. This feature was great, it only showed the last 30 days, but allowed you to go back past the 30 days if needed.

Issue
The issue I am facing now is that it would seem an update changed how user’s are able to interact with these date slicers. Right now if I leave a relative date filter on any of my reports, you can only select a date from the last 30 days.

Result I would Like
I would like the ability on a date slicer set the view to only display the last 30 days, but still give the user access to the full date range if they need to access information older than 30 days. Ultimately I would like to improve the user experience instead of have to click through month’s on the calendar date picker, instead it would already be set to display the last 30 days.

Hi @corey.dusin, I noticed you didn’t provide a PBIX file. Providing one will help users and experts find a solution to your inquiry faster and better.

A perfect initial question includes all of the following:

  • A clear explanation of the problem you are experiencing

  • A mockup of the results you want to achieve

  • Your current work-in-progress PBIX file

  • Your underlying data file (to allow us to go into Power Query if necessary to transform your data and/or data model – often DAX questions really end up being data modeling solutions)

Check out this thread on Tools and Techniques for Providing PBIX Files with Your Forum Questions

Not completing your data may sometimes cause delay in getting an answer.

Hi @corey.dusin, we noticed that no response has been received from you since June 11th. We are waiting for the masked demo pbix file, images of the entire scenario you are dealing with, screenshot of the data model, details of how you want to visualize a result, and any other supporting links and details. In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved.

Posting updated to include an example pbix file along with some screenshots to better explain the situtation.

What reports looks like each time it is opened. The issue is the date range selection slicer options default to the date range available.

Ideally it would be nice to have the slicer function similar to when a relative date filter is applied for the last 30 days.

Unfortunately applying a relative filter, filters the date range and past days outside of the filter range are not available. People need to be able to access the full date range, especially when auditing.

Also please note, this is not unique to a specific report.

Example.pbix (145.7 KB)

Thanks for providing this. Hope to get a response from the community soon.

Hi @corey.dusin - Unfortunately with new change it doesn’t seems possible to provide the affect of Relative Date Filter and still allowing users to select past dates.

I have tried creating a measure and apply it as a Visual level Filter on Date Slicer but it still not allowing to filter dates before the minimum date.`

Date Filter = if(max(Dates[Date]) > Today() -40,1,0)

Thanks
Ankit J

Can you add an additional Relative Date Slicer with 30 days and instruct the end user to clear this filter and use the 2nd Date Picker Date Range Slicer if the user wants to choose a custom date range?

2 Likes

@pranamg,

Thank you for this idea. I might be able to incorporate this additional relative date slicer as an option.

Hi @corey.dusin - @Paranmg option seems a good one. Kindly mark this post as Solution if your issue is resolved.

Thanks
Ankit J

Hi @corey.dusin, did the response provided by @pranamg help in solving your query? If not, how far did you get and what kind of help you need further? If yes, kindly mark as solution the answer that solved your query.

While @pranamg idea is a great one, upper leadership in my company does not like the idea of an additional filter. They want me to keep exploring other ideas. I would like to keep this post open for a little while longer to see if there are any other ideas about how to streamline what I am looking for.