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Do you have a date table in your model?
That’s the key thing here. You absolutely need this and you need to join this table to your ‘fact’ table which has all your granular information in it.
Check out this video around the importance of a date table. Once you have this setup you can start filtering by any date related dimension very easily.
Let me know if it seems like there’s some other issue that I’m not picking up.
If you can add images to of what you’re seeing that can help also.
Thank you Sam. I woke up in the middle of the night thinking… “it must be the data model.”
So, at 2:00 a.m., I open the pbix file and sure enough, I forgot to create
a relationship between my fact table and date table! I should have realized the issue had to be in the data model right away. This was a helpful lesson. I believe that next time, I will spot this right away. Or, at least it will be my first step toward finding a solution.
No doubt I need some familiarity with the filtering for I seem to be punching buttons to see what happens.
Again, thank you for your reply.
Ok that’s great.